JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 77,458,516 $4.6B 0.35% +11,776,165 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/ 45,610,372 $2.71B 0.24% -18,458,399 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,931,107 $1.42B 0.1% +1,423,868 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 18,245,406 $1.08B 3.54% +1,173,609 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,762,501 $817M 0.77% +1,029,290 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,507,389 $802M +910,203 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 10,725,550 $637M 8.11% +220,305 13F-HR/A Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 9,573,179 $569M 0.04% -4,639,192 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 6,354,852 $377M 10.45% -344,942 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,101,947 $362M 0.16% -370,029 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,701,984 $339M 4.34% +147,541 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 5,500,000 $327M 0.01% 0 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,886,694 $290M 3.66% -3,756,190 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 4,231,512 $251M 24.88% +1,440,742 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,110,840 $244M 0.07% -1,215,361 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,601,284 $214M +906,761 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,319,219 $197M 0.04% +137,067 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3,026,348 $180M 5.16% +1,403,813 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,782,017 $165M 2.49% +268,472 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,566,241 $152M 0.21% -13,525 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,527,046 $150M 0.31% +197,281 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,448,035 $145M 8.56% -53,216 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 2,297,530 $136M 0.22% +495,514 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,223,049 $132M 0.05% +584,568 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,197,653 $131M 0.03% -427,325 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 2,194,151 $130M 4.88% +44,450 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,171,286 $129M 7.55% +230,560 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,011,924 $120M 0.02% -76,510 13F-HR/A Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,964,943 $117M 2.18% +793,357 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,859,326 $110M 3.64% -1,932,513 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,795,086 $107M 0.04% +44,319 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,751,162 $104M 9.82% +235,981 13F-HR Timeline 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 1,668,645 $99.1M 0.02% -318,592 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,629,263 $96.8M 5.78% +328,240 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,487,258 $88.3M 2.47% +84,262 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,370,356 $81.4M 21.62% -422,857 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,304,800 $77.5M 0.15% +67,506 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,216,937 $72.3M 0.36% -108,172 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,201,920 $71.4M 2.6% +174,732 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,099,429 $65.3M 1.58% +409,293 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. 1,083,000 $64.3M 0.06% +8,600 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,075,390 $63.9M 2.63% +1,016,784 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 1,026,369 $61M 4.43% -252,173 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,017,616 $60.4M 1.35% +508,284 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 1,015,724 $60.3M 17.29% -69,469 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,001,054 $59.5M 0.1% +269,772 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 989,736 $58.8M 5.77% -1,283 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 953,471 $56.6M 9.32% +289,047 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 913,514 $54.3M 0.76% -137,123 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 907,329 $53.9M 7.87% +82,083 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 907,306 $53.9M 4.95% +32,759 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 883,344 $52.5M 19.69% +51,180 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 865,000 $51.4M 2.44% 0 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 767,859 $45.6M 11.92% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 766,107 $45.5M 5.86% +10,849 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 742,521 $44.1M 4.6% +3,577 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 741,353 $44M 8.77% +122,156 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 728,970 $43.3M 0.01% +48,886 13F-HR/A Timeline Group OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 699,766 $41.6M -60,282 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 687,013 $40.8M 0.03% +530,577 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 659,753 $39.2M 0.73% +40,367 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 656,681 $39M 3.32% -37,999 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 647,546 $38.5M 0.65% -353,951 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 626,132 $37.2M 4.69% +27,952 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 621,992 $36.9M 20.76% -13,578 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 602,739 $35.8M 2.49% +9,147 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 596,112 $35.7M 3.49% +30,695 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 591,745 $35.1M 0.51% +147,199 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 582,202 $34.6M <0.01% +56,835 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 580,520 $34.5M 0.29% +42,601 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 571,279 $33.9M 9.35% +6,492 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 571,212 $33.9M 1.39% +1,520 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 559,633 $33.2M 3.74% -178,736 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 559,865 $33.2M 4.41% +7,220 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 556,957 $33.1M 3.45% +54,325 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 556,544 $33.1M 0.34% +426,267 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 554,166 $32.9M 2.33% +25,675 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 552,207 $32.8M 9.11% +1,206 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 532,423 $31.6M +90,153 Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 524,621 $31.2M 11.41% +449,996 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 515,700 $30.6M 0.35% -375,131 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 502,258 $29.8M 0.18% +212,766 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 488,406 $29M 6.79% +16,046 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 486,226 $28.9M 1.08% +471,955 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 483,880 $28.7M 2.07% +32,106 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 480,252 $28.5M 0.07% +427,952 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 463,861 $27.6M 4.18% +35,234 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 457,912 $27.2M 5.57% -8,555 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 457,683 $27.2M 14.55% +64,616 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 445,355 $26.9M 2.46% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 440,824 $26.2M 0.06% +212,743 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 433,072 $25.7M 0.04% +7,386 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 407,309 $24.2M 8.73% +4,356 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 395,902 $23.5M 3.03% -8,863 13F-HR Timeline Gunma Bank,Ltd. More: the full row for Gunma Bank,Ltd. 395,000 $23.5M 7.56% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 386,598 $23M 0.1% +15,833 13F-HR Timeline Group Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 385,289 $22.9M 4.62% +283,442 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 385,096 $22.9M 0.42% +23,232 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 384,697 $22.8M 0.09% +40,070 13F-HR Timeline Group Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 383,168 $22.8M -190,404 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 382,312 $22.7M 0.04% +35,061 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 380,214 $22.5M 1.53% +164,586 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 379,557 $22.5M 1.8% +22,819 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 370,882 $22M 2.08% +52,400 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 370,268 $22M 5.33% +8,417 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 364,268 $21.6M 10.67% +30,895 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 350,070 $20.8M 6.51% +2,509 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 351,372 $20.6M 0.05% -11,045 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 345,091 $20.5M 0.03% +45,802 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 337,376 $20M 0.08% +269,781 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 333,882 $19.8M 0.51% +46,048 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 331,807 $19.7M 7.27% +16,253 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 331,801 $19.7M 0.52% +4,253 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 313,119 $18.6M 0.06% +36,853 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 311,481 $18.5M 0.1% +24,683 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 308,662 $18.3M 9.08% -49,007 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 306,992 $18.2M 0.22% -11,055 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 302,840 $18M 0.32% -66,340 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 299,328 $17.8M 3.2% +233,696 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 293,041 $17.4M 4.75% -25,745 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 283,598 $16.8M 5.77% +2,766 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 282,462 $16.8M 2.68% +5,455 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 279,885 $16.6M 1.55% +42,728 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 272,066 $16.2M 0.52% +265,223 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 270,476 $16.1M 0.06% +251,635 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 270,074 $16M 0.42% +5,740 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 267,815 $15.9M 1.17% +48,472 13F-HR Timeline 25 LLC More: the full row for 25 LLC 266,652 $15.8M 6.55% +10,805 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 261,741 $15.5M 1.58% +5,025 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 260,329 $15.5M 0.7% +544 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 258,103 $15.3M 0.01% +49,884 13F-HR Timeline Group Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 253,463 $15.1M 5.95% +20,925 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 253,428 $15M 6.39% +15,638 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 249,410 $14.8M -4,210 Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 248,817 $14.8M 0.74% -1,991 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 247,965 $14.7M 0.05% +15,129 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 246,601 $14.6M 0.19% -449,732 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 245,308 $14.6M 9.62% +2,059 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 238,529 $14.2M 7.01% -17,677 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 237,096 $14.1M 0.03% -5,206 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 236,874 $14.1M 6.42% +19,467 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 236,330 $14M <0.01% -170,198 13F-HR/A Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 229,246 $13.6M 0.96% +17,523 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 228,727 $13.6M 4.38% +13,543 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 225,999 $13.4M 0.01% +26,473 13F-HR/A Timeline Group Michael A. Dubis Financial Planning, LLC More: the full row for Michael A. Dubis Financial Planning, LLC 224,500 $13.3M 12.94% +8,941 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 222,155 $13.2M 3.64% +23,235 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 222,643 $13.2M 0.19% +11,660 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 208,332 $12.4M 8.27% +11,842 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 206,725 $12.3M 8.7% +2,321 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 196,944 $11.7M 0.27% +15,278 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 196,637 $11.7M 1.25% +18,060 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 190,977 $11.3M 5.55% +15,024 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 200,305 $11.3M 2.19% new 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 189,577 $11.3M 2.21% new 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 185,025 $11M 7.91% +8,174 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 183,807 $10.9M 2.16% +42,145 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 183,547 $10.9M 7.22% +4,920 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 183,104 $10.9M 0.72% +6,676 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 182,805 $10.9M 0.01% +8,210 13F-HR Timeline Group MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 182,406 $10.8M 1.58% -8,356 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 182,083 $10.8M 3.86% +8,592 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 181,149 $10.8M 1.92% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 177,740 $10.6M 2.94% +14,151 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 174,847 $10.4M 0.57% -612 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 172,433 $10.2M 0.3% -8,786 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 170,646 $10.1M 0.58% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 167,923 $9.97M 0.03% -9,017 13F-HR Timeline Group Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 164,845 $9.79M 5.46% +16,630 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 164,840 $9.79M 0.07% +38,094 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 163,715 $9.72M 4.05% +23,846 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 163,200 $9.69M 5.94% +3,237 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 162,252 $9.64M 3.91% -2,568 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 161,062 $9.57M 2.78% -6,559 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 161,356 $9.53M 0.33% +7,426 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 160,140 $9.51M 1.39% -14,355 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 159,260 $9.46M 0.8% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 158,657 $9.42M 1.32% +16,959 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 156,651 $9.31M 7.23% -5,617 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 154,160 $9.16M 3.82% +3,248 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 152,578 $9.06M 6.94% -3,104 13F-HR Timeline Friday Financial More: the full row for Friday Financial 148,666 $8.81M 5.27% +33,864 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 145,738 $8.66M 4.52% +2,142 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 144,282 $8.57M 0.01% +9,797 13F-HR Timeline Group Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 137,538 $8.24M 7.27% +2,325 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 137,959 $8.19M 1.7% +3,305 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 137,125 $8.15M 1.84% +73,995 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 134,945 $8.02M 2.51% +19,256 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 134,854 $8.01M 3.21% +5,295 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 133,582 $7.93M 6.15% -9,184 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 133,193 $7.91M 4.33% +15,211 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 132,328 $7.86M 2.68% +44,797 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 131,244 $7.8M 8.08% +9,475 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 130,836 $7.77M 0.03% -24,374 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 130,822 $7.77M 0.07% +15,635 13F-HR Timeline Group Cambria Investment Management, L.P. 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