BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 75,510,712 $9.65B 0.62% -609,067 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 34,051,907 $4.35B +43,473 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 17,043,233 $2.18B 0.49% +260,883 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,112,210 $1.29B 0.07% +375,632 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,549,145 $1.22B 1.11% +56,813 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 6,103,993 $780M +45,740 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,417,380 $692M +343,908 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,492,677 $574M 0.1% +252,290 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,577,452 $457M 0.21% -15,507 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,510,147 $449M 0.09% -465,046 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,426,943 $438M 2.19% -54,984 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,179,933 $406M 0.11% +65,151 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,060,897 $263M 0.51% +257,044 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,052,685 $262M 0.31% +98,142 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,046,952 $262M 0.33% +32,210 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,010,520 $257M 0.15% -139,655 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,931,426 $247M 8.09% -131,644 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,865,989 $238M 0.23% -4,739 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,927,184 $235M 0.09% -150,060 13F-HR Timeline Group JABODON PT CO More: the full row for JABODON PT CO 1,708,907 $218M 21.43% +74,696 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1,674,624 $214M 0.32% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,575,282 $194M 1.16% +18,585 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,456,581 $186M -9,448 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,455,258 $186M 0.22% +73,168 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,386,338 $177M 0.52% +134,757 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,266,738 $162M 0.2% +274,985 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,255,576 $160M 0.58% +535,005 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,234,554 $158M +292,074 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,226,410 $157M 0.03% -62,246 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,190,589 $152M 0.71% +117,272 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,119,968 $143M 8.79% +24,947 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,097,771 $140M 0.01% -210,843 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,072,320 $137M 0.15% -58,894 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 989,491 $124M 0.01% -18,045 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. 957,966 $122M 0.06% -2,409 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 843,403 $108M 0.15% -64,105 13F-HR/A Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 797,921 $102M 5.18% -65,151 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 764,316 $97.7M 0.15% +48,236 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 687,743 $87.9M 7.87% -7,572 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 683,725 $87.4M 0.57% -91,408 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 682,435 $87.2M 19.35% +21,882 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 655,188 $83.7M 14.26% +390 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 638,200 $81.6M 0.77% +56,427 13F-HR Timeline 93 Financial Group, LLC More: the full row for 93 Financial Group, LLC 601,405 $76.9M 30.34% +2,206 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 554,931 $70.9M 13.37% +100,339 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 553,037 $70.7M 2.64% +16,000 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 534,614 $68.3M 2.37% -11,753 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 531,074 $67.9M 21.11% +3,114 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 525,540 $67.2M 5.69% +4,129 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 525,384 $67.1M 4.24% -27,418 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 524,846 $67.1M 0.1% -63,863 13F-HR Timeline Seven Bridges Advisors LLC More: the full row for Seven Bridges Advisors LLC 519,988 $66.5M 32.04% 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 518,038 $66.2M 0.08% +151,585 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 507,390 $64.8M 3.75% -24,259 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 499,958 $63.9M 0.68% +617 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 462,175 $59.1M 13.5% +77,534 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 440,091 $56.2M 0.17% +109,904 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 437,676 $55.9M 0.63% -3,796 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 419,053 $53.6M 0.24% +59,583 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 417,425 $53.4M 1.26% -22,935 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 396,131 $50.6M 0.05% -68,623 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 402,893 $50.3M 0.71% +47,245 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 391,233 $50M 0.01% +15,642 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 416,362 $45.7M 1.27% 0 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 352,091 $45M 2.47% +12,726 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 347,785 $44.5M 0.42% -43,750 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 340,015 $43.5M 5.86% 0 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 344,539 $43.2M 1.22% +54,413 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 331,269 $42.3M 0.71% +39,882 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 321,550 $41.1M 0.07% -135,516 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 319,951 $40.9M 4.5% -25,271 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 310,757 $39.7M 2.79% +62,017 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 308,934 $39.5M 0.08% +33,783 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 308,350 $39.4M 0.14% -22,555 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 307,150 $39.3M 12.56% +6,827 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 306,208 $39.1M 1.44% +80 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 303,485 $38.8M 0.11% +155,223 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 302,869 $38.7M 0.71% +12,581 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 300,577 $38.4M -29,997 Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 299,639 $38.3M 8.42% +52,805 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 288,920 $36.9M 0.2% +9,668 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 288,259 $36.8M 3.18% -31,420 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 273,627 $35M 0.17% +37,873 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 263,796 $33.7M 0.29% +26,858 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 262,461 $33.5M 1.07% -3,038 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 251,667 $32.2M 0.14% +62,497 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 237,808 $30.4M 0.63% +173,563 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 235,188 $30M 0.05% -5,630 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 233,717 $29.9M 0.32% +35,769 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 232,626 $29.7M 4.47% -30,287 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 222,661 $28.5M 0.12% +4,012 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 220,568 $28.2M 0.43% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 218,720 $28M 8% +12,046 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 212,590 $27.2M 2.04% -4,204 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 212,221 $27.1M 4.63% +7,493 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 206,319 $26.4M 4.37% +3,795 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 205,539 $26.3M 16.43% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 205,402 $26.3M 4.7% +1,071 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 205,056 $26.2M 0.02% +22,121 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 201,440 $25.7M 0.37% -6,834 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 199,369 $25.5M 0.04% +48,705 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 198,770 $25.4M 0.06% -22,560 13F-HR/A Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 191,337 $24.5M 9.88% -3,036 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 183,056 $23.4M 0.03% -172,780 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 182,886 $23.4M 1.01% +19,732 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 175,655 $22.5M 13.47% +4,768 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 174,429 $22.3M 0.35% +6,019 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 173,096 $22.1M 0.15% +150,819 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 172,992 $22.1M 0.01% +59,991 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 169,616 $21.7M 0.12% -1,229 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 167,061 $21.4M 0.07% +4,727 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 163,754 $20.9M 0.61% +102,541 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 170,312 $20.8M 1.55% +95,167 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 161,453 $20.6M 0.03% +1,964 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 153,933 $19.6M 0.38% -1,280 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 149,434 $19.1M 6.85% +1,261 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 147,277 $18.8M 0.9% -116,434 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 146,567 $18.7M 0.01% +86,521 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 143,960 $18.4M 4.07% +6,378 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 143,489 $18.3M 0.53% +3,195 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 141,500 $17.5M 3.44% +9,302 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 136,186 $17.4M 0.43% +136,179 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 133,733 $17.1M 0.02% +4,650 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 131,359 $16.8M <0.01% +25,733 13F-HR Timeline Group VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 129,574 $16.6M 3.73% +3,284 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 129,027 $16.5M 1.45% -1 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 127,354 $16.3M 1.33% +21,118 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 125,786 $16.1M 0.07% +13,136 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 125,021 $16M 0.08% -6,324 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 124,315 $15.9M 0.55% -452 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 121,814 $15.6M 1.2% +3,769 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 119,994 $15.3M 0.07% -132,941 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 119,611 $15.3M 0.29% +9,686 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 119,546 $15.3M 0.19% +15,896 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 114,087 $14.6M 5.5% -29,496 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 115,590 $14.4M 2.23% -38,400 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 110,723 $14.2M 0.07% -99,833 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 110,114 $14.1M 0.3% +21,854 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 109,467 $14M 0.94% +24,609 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 109,333 $14M 4.98% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 109,326 $14M 0.06% +24,587 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 108,089 $13.8M 0.1% +936 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 105,501 $13.5M 0.08% +19,958 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 104,624 $13.4M 7.71% -346 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 103,701 $13.3M 3.04% +2,956 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 119,867 $13.1M <0.01% +92,166 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 96,303 $12.1M 0.39% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 93,864 $12M 0.42% new 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 90,994 $11.6M 0.97% -2,503 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 90,731 $11.6M <0.01% +18,400 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 96,443 $11.5M 0.03% +51,052 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 85,822 $11M 0.91% +17,247 13F-HR/A Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 85,623 $10.9M 0.38% -3,540 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 85,208 $10.9M 4.81% +724 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 84,851 $10.8M -4,827 Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 81,288 $10.4M 3.75% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 80,178 $10.2M 0.07% -1,939 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 79,481 $10.2M 5.26% +2,238 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 79,364 $10.1M 1.82% +469 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 79,007 $10.1M 0.16% -104 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 77,528 $9.91M 1.32% +8,495 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 77,270 $9.88M 3.83% -2,076 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 75,660 $9.67M 4.37% -4,702 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 74,831 $9.56M 6.39% +96 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 74,116 $9.47M 0.05% +6,521 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 73,840 $9.47M 3.81% +8,196 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 72,628 $9.28M 2.26% +30,269 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 72,285 $9.24M 0.01% +14,917 13F-HR/A Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 72,071 $9.21M -6,517 Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 71,823 $9.18M 0.3% +17,313 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 71,047 $9.08M 1.22% -75,218 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 66,120 $8.45M 3.93% -14,856 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 63,570 $8.12M 0.45% -3,500 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 63,242 $8.08M 0.73% +340 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 62,098 $7.94M 5.29% -1,967 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 60,658 $7.75M 0.08% +4,329 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 60,500 $7.73M 2.81% +60,480 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 59,536 $7.61M 0.03% -78 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 59,831 $7.56M 0.13% +5,771 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 58,628 $7.49M 0.12% -746 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 58,509 $7.48M 2.56% -10,481 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 58,210 $7.44M 0.19% -4,494 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 58,130 $7.43M 1.23% -748 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 57,929 $7.4M 0.06% +45,441 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 57,037 $7.29M 0.09% -165 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 56,834 $7.26M 1.41% +1,197 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 56,826 $7.26M 0.05% -65,665 13F-HR/A Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 56,648 $7.24M 2.85% +1,771 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 56,595 $7.23M 0.66% -912 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 56,390 $7.21M <0.01% +3,014 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 55,802 $7.13M 0.2% +51,166 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 55,408 $7.08M 0.05% +743 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 55,195 $7.05M 1.22% +17,543 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 54,783 $7M 2.76% -963 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 53,991 $6.9M 0.4% -1,178 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 53,797 $6.88M 3.33% +838 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 53,629 $6.85M 0.39% +1,045 13F-HR Timeline Facet Wealth, Inc. 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