JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 65,682,351 $3.81B 0.3% -6,020,822 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 64,068,771 $3.72B 0.34% +13,198,415 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,507,239 $1.31B 0.09% +1,614,436 13F-HR/A Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 17,071,797 $990M 3.33% +1,283,764 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,212,371 $824M 0.05% -3,767,942 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,733,211 $739M 0.72% +1,175,252 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,597,186 $731M +1,857,690 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,505,245 $609M 12.57% +540,916 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 8,642,884 $501M 6.18% +206,738 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 6,699,794 $389M 10.43% +331,564 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,471,976 $375M 0.15% +74,175 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,554,443 $322M 4.13% +1,703,123 13F-HR/A Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 5,500,000 $319M 0.01% 0 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,326,201 $309M 0.08% -1,097,806 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,791,839 $220M 8.12% -200,712 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,182,152 $185M 0.04% -612,439 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 2,790,770 $162M 21.5% +132,615 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,694,523 $156M +208,465 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,624,978 $152M 0.04% -1,055,528 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,579,766 $150M 0.2% +47,160 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,513,545 $146M 2.26% +1,441,121 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,501,251 $145M 8.73% -55,043 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,329,765 $135M 0.29% +38,539 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 2,149,701 $125M 4.76% +116,391 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,088,434 $121M 0.02% +39,138 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 1,987,237 $115M 0.02% -45,064 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,940,726 $113M 6.71% +1,909,312 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,802,016 $105M 0.17% -16,675 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,793,213 $104M 43.45% +10,168 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,750,767 $102M 0.04% +60,714 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 1,666,581 $96.7M 0.35% new 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,638,481 $95M 0.04% 13F-HR/A Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,622,535 $94.1M 3.01% +954,151 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,515,181 $87.9M 8.25% +86,615 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,402,996 $81.4M 2.27% +78,613 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,325,109 $76.9M 0.38% +186,283 13F-HR/A Timeline First Interstate Bank More: the full row for First Interstate Bank 1,301,023 $75.5M 4.57% -65,661 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 1,278,542 $74.2M 5.48% -53,143 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,237,294 $71.8M 0.15% +891,502 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,202,807 $69.8M 3.04% -1,255,395 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,171,586 $68M 1.32% +76,432 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,162,512 $67.4M 7.13% +22,316 13F-HR Timeline TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 1,124,530 $65.2M 2.17% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,085,193 $62.9M 19.48% 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 1,074,400 $62.2M 0.06% -210,900 13F-HR Timeline Group Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,050,637 $60.9M 0.87% +63,137 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 1,027,188 $59.6M 2.11% +158,063 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 445,355 $59.2M 5.27% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,001,497 $58.1M 1.6% -1,036,730 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 991,019 $57.5M 5.62% -21,445 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 890,831 $51.7M 0.67% -969,816 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 874,547 $50.7M 8.05% +27,272 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 865,000 $50.2M 2.28% 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 832,164 $48.3M 18.77% +44,331 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 825,246 $47.9M 7.49% +57,754 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 767,859 $44.5M 10.9% 0 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 760,048 $44.1M +473,553 Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 755,258 $43.8M 5.56% +47,492 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 738,944 $42.9M 4.48% +41,077 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 738,369 $42.8M 4.93% -15,114 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 731,282 $42.4M 0.07% +38,394 13F-HR Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 698,160 $40.5M 1.87% -121,171 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 696,333 $40.4M 0.5% -32,601 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 694,680 $40.3M 3.62% -47,413 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 690,136 $40M 0.93% -13,686 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 680,084 $39.4M 0.01% +158,104 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 664,424 $38.5M 6.39% -36,637 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 635,570 $36.9M 20.96% +1,866 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 619,386 $35.9M 0.66% -429,778 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 619,197 $35.9M 7.61% +189,426 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 602,966 $35M 2.74% +15,685 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 598,180 $34.7M 4.39% +86,181 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 593,592 $34.4M 2.37% +33,271 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 573,572 $33.3M -1,746,080 Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 569,692 $33M 1.26% -22,726 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 565,417 $32.8M 3.31% +66,432 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 564,787 $32.8M 8.94% +25,043 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 552,645 $32.1M 4.05% +82,420 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 551,001 $32M 8.74% +85,180 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 537,919 $31.2M 0.26% -51,519 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 528,491 $30.7M 2.1% +57,432 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 525,367 $30.5M <0.01% +88,986 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 509,332 $29.5M 0.67% -6,710 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 502,632 $29.2M 2.97% -94,315 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 472,360 $27.4M 6.51% +48,531 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 466,467 $27.1M 5.89% +21,397 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 451,774 $26.2M 1.83% +17,757 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 444,546 $25.8M 0.45% new 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 442,270 $25.7M -4,542 Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 428,627 $24.9M 3.65% +19,970 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 425,686 $24.7M 0.04% -19,873 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 406,528 $23.6M <0.01% -1,121,308 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 404,765 $23.5M 2.97% -20,437 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 402,953 $23.4M 8.58% +15,996 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 395,290 $22.9M 0.69% +5,863 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 395,000 $22.9M 7.57% +200,000 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 393,067 $22.8M 12.87% +47,052 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 374,461 $21.7M 0.86% +363,637 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 370,765 $21.5M 0.1% +86,625 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 369,180 $21.4M 0.44% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 362,417 $21.2M 0.04% -191,852 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 361,864 $21M 0.41% +19,605 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 361,851 $21M 5.03% +2,689 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 357,669 $20.7M 10.46% +14,350 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 356,738 $20.7M 1.68% +33,365 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 347,561 $20.2M 6.79% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 347,251 $20.1M 0.04% +20,029 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. 344,627 $20M 0.08% -64,110 13F-HR Timeline Group Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 333,373 $19.3M 9.81% 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 327,548 $19M 0.45% -4,465 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 318,786 $18.5M 5.14% -10,809 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 318,482 $18.5M 1.64% +95,360 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 318,047 $18.4M 0.19% +285,935 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 315,554 $18.3M 7.01% +9,646 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 299,289 $17.4M 0.03% +9,173 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 293,678 $17M 1.42% +24,240 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 289,492 $16.8M 0.09% +149,800 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 287,834 $16.7M 0.6% -28,462 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 286,798 $16.6M 0.09% +258,855 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 280,832 $16.3M 5.52% +25,025 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 277,007 $16.1M 2.55% -11,358 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 276,266 $16M 0.05% -309,419 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 264,334 $15.3M 0.43% +5,501 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 259,785 $15.1M 0.67% +24,295 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 256,716 $14.9M 1.42% +4,520 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 256,356 $14.9M 5.85% +9,644 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 256,206 $14.9M 7.62% +13,399 13F-HR Timeline 25 LLC More: the full row for 25 LLC 255,847 $14.8M 6.28% +39,167 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 253,620 $14.7M +11,622 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 253,026 $14.7M 0.26% +6,828 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 250,808 $14.5M 0.69% -267,006 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 243,249 $14.1M 9.48% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 242,302 $14.1M 0.03% +48,179 13F-HR/A Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 237,790 $13.9M 5.59% +18,298 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 237,157 $13.8M 1.28% -17,421 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 232,836 $13.5M 0.05% +27,329 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 232,538 $13.5M 5.37% +14,194 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 228,081 $13.2M 0.03% +23,157 13F-HR/A Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 219,343 $12.7M 0.93% +217,540 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 217,407 $12.6M 5.99% +36,974 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 215,628 $12.5M 0.77% new 13F-HR Timeline Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 215,559 $12.5M 12.09% 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 215,184 $12.5M 4.06% +28,198 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 211,723 $12.3M 0.85% +93,602 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 210,983 $12.2M 0.18% +9,948 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 209,783 $12.2M 0.34% +9,308 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 208,219 $12.1M 0.01% -64,191 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 204,404 $11.9M 8.89% +2,249 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 199,526 $11.6M 0.01% +42,663 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 198,920 $11.5M 3.4% +47,035 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 197,216 $11.4M 1.09% -59,503 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 196,490 $11.4M 7.89% +1,273 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 190,762 $11.1M 1.55% -9,791 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 181,666 $10.5M 0.24% +165,662 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 181,219 $10.5M 0.29% -34,049 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 181,149 $10.5M 2.08% 0 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 178,627 $10.4M 7.12% +17,235 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 178,577 $10.4M 1.1% +5,408 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 176,940 $10.3M 0.03% +168,900 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 176,851 $10.3M 7.56% -9,709 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 176,428 $10.2M 0.66% -7,999 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 175,953 $10.2M 4.36% +7,260 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 175,459 $10.2M 0.57% +35,141 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. 174,595 $10.1M 0.01% +14,566 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 174,495 $10.1M 1.53% +509 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 173,491 $10.1M 3.68% +12,726 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 172,017 $9.98M 0.03% -17,308 13F-HR Timeline Group Tillman Hartley LLC More: the full row for Tillman Hartley LLC 167,621 $9.72M 2.79% -3,437 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 166,417 $9.65M -155,290 Timeline Providence First Trust Co More: the full row for Providence First Trust Co 164,820 $9.56M 3.6% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 163,589 $9.49M 2.75% 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 163,283 $9.47M 5.23% +4,462 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 162,268 $9.41M 7.17% +6,515 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 159,963 $9.28M 5.35% +2,886 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 156,436 $9.07M 0.01% +41,941 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 155,682 $9.03M 6.85% +51,091 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 155,210 $9M 0.03% -23,283 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 153,930 $8.93M 0.34% +135,670 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 150,912 $8.75M 3.71% +9,794 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 148,215 $8.6M 5.14% +23,517 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 143,596 $8.33M 4.48% 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 142,766 $8.28M 6.03% -856 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 141,698 $8.22M 1.15% +15,233 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 141,662 $8.22M 1.66% +27,099 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 139,869 $8.11M 3.57% +23,571 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 135,082 $7.83M 3.45% -8,694 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 134,654 $7.81M 1.59% +10,778 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 134,485 $7.8M 0.01% +22,351 13F-HR Timeline Group Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 135,213 $7.78M 6.55% +4,727 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 134,102 $7.77M 6.25% 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 130,277 $7.56M 0.07% new 13F-HR Timeline Group ROGCO, LP More: the full row for ROGCO, LP 129,559 $7.51M 3.06% +18,152 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 128,621 $7.46M 0.45% +1,203 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 126,746 $7.4M 0.05% +4,746 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 126,743 $7.35M 6.47% 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 122,049 $7.08M 5.04% -80,392 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 121,769 $7.06M 7.16% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 118,740 $6.89M 4.71% -7,856 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 117,982 $6.84M 3.69% +792 13F-HR Timeline American Trust More: the full row for American Trust 117,812 $6.83M 0.52% new 13F-HR Timeline