JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 77,294,138 $4.63B 0.31% +5,493,522 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/ 51,409,296 $3.08B 0.22% +1,647,700 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,609,003 $1.35B 0.08% +2,778,949 13F-HR/A Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 21,891,841 $1.31B 3.54% +1,464,575 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 17,856,346 $1.07B 0.77% +1,399,393 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 16,724,645 $1B 10.62% +1,805,448 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 14,388,754 $862M -1,512,045 Timeline NEPC LLC More: the full row for NEPC LLC 8,137,837 $488M 10.39% +1,665,190 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,898,612 $473M 0.11% +161,812 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,270,129 $376M 4.25% -778,044 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 6,133,923 $368M 16% +269,774 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 5,577,346 $334M 5.47% +82,081 13F-HR/A Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 5,202,760 $312M 26.03% +793,311 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,950,000 $297M 0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,868,362 $292M 0.01% -460,977 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,418,445 $265M +534,490 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,282,546 $257M +1,296,597 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,222,061 $253M 0.37% +406,627 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,542,479 $212M 0.29% +526,037 13F-HR/A Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,501,599 $210M 0.07% +69,443 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,482,985 $209M 0.04% +774,413 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,186,159 $191M 0.21% +431,569 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,106,042 $186M 2.3% +92,729 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,049,542 $183M 0.06% +171,398 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,653,141 $159M 7.33% +320,097 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,541,497 $152M 2.3% +192,610 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,477,265 $148M 0.04% +469,950 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,470,628 $148M 4.48% +132,043 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,050,810 $123M 9.89% +166,223 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,729,964 $104M 5.56% +52,037 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,865,445 $103M 2.3% +232,537 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,609,944 $96.5M 0.02% +766,235 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 1,595,358 $95.6M 0.02% -20,377 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,567,284 $93.9M 0.1% +84,736 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,507,605 $90.4M 4.06% +1,434,397 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,488,832 $89.2M 1.48% +6,609 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,476,604 $88.5M 1.58% +1,461,940 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,457,143 $87.3M 1.6% -51,570 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,423,400 $85.3M 1.1% +19,428 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,405,143 $84.2M 7.72% +35,392 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,391,096 $83.4M +382,207 Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,318,488 $79M 2.46% +53,200 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,307,855 $78.4M 0.05% +282,625 13F-HR Timeline Group Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 1,269,160 $76.1M 0.25% +422,445 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,206,289 $72.3M 2.52% +77,447 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,190,950 $71.4M 6.97% +1,168,632 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,117,525 $67M 8.05% +88,859 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,090,511 $65.4M 9.13% +73,517 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,088,041 $65.2M 4.26% +97,007 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,084,083 $65M 0.09% -6,871 13F-HR Timeline Group LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 1,054,707 $63.2M 17.68% +75,150 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,044,923 $62.6M 1.03% +7,932 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 935,060 $56M 8.82% +118,929 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 907,478 $54.4M 4.56% +13,048 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 843,892 $50.6M 0.87% -262,356 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 806,875 $48.4M 5.24% +33,504 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 804,601 $48.2M 2.79% -80,933 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 803,838 $48.2M 2.7% +695,732 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 772,030 $46.3M 9.71% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 745,978 $44.7M <0.01% +72,459 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 740,593 $44.4M 2.42% +74,347 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 739,175 $44.3M 0.64% +48,647 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 732,852 $44M 2.28% +401,918 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 715,233 $42.9M 0.11% +297,086 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 715,010 $42.9M 0.08% +201,488 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 672,994 $40.3M 2.54% +47,575 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 672,853 $40.3M +68,419 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 668,288 $40.1M 0.08% +10,249 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 656,370 $39.3M 4.22% +19,888 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 647,825 $38.8M 2.62% -37,243 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 646,119 $38.7M 0.22% -158,437 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 640,448 $38.4M 0.18% +69,022 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 639,752 $38.3M 2.03% +68,349 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 637,281 $38.2M 3.61% +26,850 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 616,356 $36.9M 8.79% +25,550 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 614,025 $36.8M 2.29% +25,930 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 611,475 $36.6M 13.36% +75,489 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 601,274 $36M 17.97% +13,954 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 597,624 $35.8M 0.34% +108,878 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 592,605 $35.5M 0.05% -4,453 13F-HR Timeline Group Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 590,611 $35.4M 9.96% +1,747 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 590,480 $35.4M 6.89% -110,355 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 583,422 $35M 12.57% new 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 578,081 $34.7M 9.7% +117,850 13F-HR Timeline Towneley Capital Management, Inc / DE More: the full row for Towneley Capital Management, Inc / DE 574,729 $34.4M 7.26% +10,437 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 572,848 $34.3M 0.06% +259,816 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 570,261 $34.2M 0.06% -10,972 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 564,060 $33.8M 4.06% +23,287 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 559,518 $33.5M 8.18% 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 556,162 $33.3M 5.25% +26,012 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 555,388 $33.3M 13.83% +33,068 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 546,946 $32.8M 1.22% +220,882 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 535,142 $32.1M 1.17% -4,049 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. 516,700 $31M 0.02% -128,500 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 509,525 $30.6M 3.84% +13,475 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 506,305 $30.3M <0.01% +443,552 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 500,899 $30M 0.33% -61,925 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 491,582 $29.5M 1.81% +2,455 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 486,936 $29.2M 0.3% +27,194 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 480,188 $28.8M 2.36% +19,651 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 475,159 $28.5M 0.56% +46,576 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 464,615 $27.8M +45,831 Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 464,161 $27.8M 1.27% +99,973 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 456,823 $27.4M 0.03% +7,379 13F-HR Timeline Group 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 TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 443,082 $26.6M 2.19% +5,670 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 441,503 $26.5M <0.01% +140,205 13F-HR/A Timeline Group Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 437,699 $26.2M 10.04% +30,784 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 436,235 $26.1M 0.46% +161,689 13F-HR/A Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 435,926 $26.1M 3.21% +18,900 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 430,322 $25.8M 0.02% +111,886 13F-HR Timeline Group AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 413,757 $24.8M 5.57% +106,525 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 409,676 $24.6M 2.41% -209 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 402,700 $24.2M 0.02% -239,005 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 402,560 $24.2M 0.92% +389,580 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 402,734 $24.1M 0.04% +7,229 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 397,435 $23.8M 1.69% +338,293 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 382,828 $22.9M 0.02% +382,828 13F-HR Timeline Group 25 LLC More: the full row for 25 LLC 381,449 $22.9M 7.25% +54,508 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 380,741 $22.8M 6.09% +22,476 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 378,743 $22.7M 0.3% +306,297 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 378,920 $22.7M 0.08% +52,615 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 372,749 $22.3M 1.11% -6,989 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 370,262 $22.2M 0.29% +28,061 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 367,745 $22M 0.15% +53,731 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. 366,389 $22M 0.06% -8,050 13F-HR Timeline Group United Wealth Management, LLC More: the full row for United Wealth Management, LLC 363,710 $21.8M 5.64% +25,436 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 359,074 $21.5M 4.37% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 353,297 $21.2M 1.57% -1,336 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 350,111 $21M 2.63% -24,878 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 347,634 $20.8M 0.18% +29,941 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 341,438 $20.5M 1.06% -184,641 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 321,697 $19.3M 4.33% +16,131 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 321,316 $19.3M 0.35% +61,454 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 319,362 $19.1M 2.51% +58,819 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 314,877 $18.9M 0.03% -25,096 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 311,885 $18.7M 3.29% +14,316 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 309,133 $18.5M 0.31% +63,340 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 306,101 $18.3M 0.05% +16,672 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 304,375 $18.2M 0.16% -167,407 13F-HR Timeline Group DORVAL Corp More: the full row for DORVAL Corp 302,292 $18.1M 5.78% +104,547 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 299,511 $17.9M 4.29% +30,422 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 294,759 $17.7M 13.75% 13F-HR Timeline Hassell Wealth Management, LLC More: the full row for Hassell Wealth Management, LLC 293,345 $17.5M 5.87% +9,094 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 290,823 $17.4M 3.51% +2,228 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 290,720 $17.4M 5.75% +4,642 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 288,068 $17.3M 1.63% +8,112 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 284,677 $17.1M 0.84% +59,584 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 281,134 $16.8M 0.14% +8,000 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 280,860 $16.8M 0.19% +66,547 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 275,302 $16.5M 0.01% +9,681 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 271,186 $16.3M 5.86% +14,492 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 265,411 $15.9M 8.77% +11,201 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 261,819 $15.7M 4.84% +32,649 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 254,784 $15.3M 0.29% +20,561 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 253,571 $15.2M 6.05% +14,706 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 250,135 $15M 0.09% +67,244 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 250,021 $15M 3.03% +144,730 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 249,236 $14.9M 0.96% +17,121 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 247,839 $14.9M 0.02% +124,470 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 247,037 $14.8M 2.54% +18,737 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 246,375 $14.8M 0.16% +5,099 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 239,122 $14.3M 8.02% +6,392 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 237,182 $14.2M 2.04% -8,356 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 235,331 $14.1M 0.36% +800 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 234,390 $14.1M 1.24% +18,314 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 231,216 $13.9M 5.35% +28,252 13F-HR/A Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 230,307 $13.8M 5.41% 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 229,369 $13.7M 4.82% +17,552 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 228,090 $13.7M 0.5% +22,875 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 226,749 $13.6M 0.38% -15,078 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 224,047 $13.4M 0.55% -8,575 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 223,577 $13.4M 3.78% +20,814 13F-HR Timeline Friday Financial More: the full row for Friday Financial 221,641 $13.3M 4.68% +37,864 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 220,980 $13.2M 0.03% +14,883 13F-HR Timeline Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 213,111 $12.8M 3.64% +14,323 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 209,351 $12.5M 3.8% +28,487 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 209,018 $12.5M 0.02% +68,344 13F-HR/A Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 205,867 $12.3M 7.54% +11,361 13F-HR/A Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 205,796 $12.3M 6.21% +11,964 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 202,320 $12.1M 5% -2,920 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 202,108 $12.1M 0.8% +20,341 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 200,204 $12M 0.02% -3,399 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 194,228 $11.7M 2.7% 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 193,735 $11.6M 4.09% +10,306 13F-HR Timeline Summitas Investment Management LLC More: the full row for Summitas Investment Management LLC 193,699 $11.6M 8.73% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 192,368 $11.5M 1.97% +9,532 13F-HR/A Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 191,597 $11.5M 7.85% +13,836 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 188,408 $11.3M 12.33% 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 185,356 $11.1M 5.56% +22,136 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 185,007 $11.1M 0.06% +3,361 13F-HR Timeline HBE Wealth Management, LLC More: the full row for HBE Wealth Management, LLC 184,961 $11.1M 10.43% 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 183,823 $11M 1.26% +7,205 13F-HR Timeline Financial Architects, LLC More: the full row for Financial Architects, LLC 180,335 $10.8M 5.81% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 177,325 $10.6M 3.52% +12,050 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 174,965 $10.5M 0.01% +11,361 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 174,900 $10.5M 0.01% +6,992 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 173,939 $10.4M 0.06% +23,744 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 173,791 $10.4M 4.41% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 170,853 $10.2M 3.55% +8,151 13F-HR Timeline