BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 76,119,779 $8.35B 0.61% +24,863,877 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 34,008,434 $3.73B +29,257,889 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,782,350 $1.84B 0.49% +8,608,153 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 9,736,578 $1.07B 0.06% +1,078,844 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 9,492,332 $1.04B 1.11% -719,133 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 6,058,253 $664M +1,274,364 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,073,472 $557M +1,635,478 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,240,387 $465M 0.09% +10,488 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,975,193 $436M 0.1% -378 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,592,959 $394M 0.25% +101,656 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,481,927 $382M 2.14% -63,250 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,114,782 $342M 0.11% +4,998 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,556,697 $329M 2.12% -1,225,243 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,150,175 $236M 0.16% +2,028,571 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,063,070 $226M 8.27% +35,511 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,014,742 $221M 0.31% +30,536 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,077,244 $221M 0.11% +534,582 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,954,543 $214M 0.29% +13,924 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,870,728 $205M 0.22% +45,287 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,803,853 $198M 0.49% +220,766 13F-HR Timeline JABODON PT CO More: the full row for JABODON PT CO 1,634,211 $179M 20.84% +174,729 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,466,029 $161M +711,121 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,382,090 $152M 0.22% -25,921 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,308,614 $144M 0.02% +729,077 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,288,656 $141M 0.03% +193,959 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,251,581 $137M 0.55% +102,638 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,131,214 $124M 0.15% -40,915 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,095,021 $120M 8.52% +41,771 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,073,317 $118M 0.62% +209,889 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 991,753 $109M 0.15% +161,989 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,007,536 $107M 0.01% +339,971 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 960,375 $105M 0.06% +41,377 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 942,480 $103M -32,749 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 907,508 $99.4M 0.14% -104,754 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 863,072 $94.7M 5.47% +141,741 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 775,133 $85M 0.61% -181,144 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 720,571 $79M 0.34% +286,919 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 716,080 $78.5M 0.14% +351,409 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 695,315 $76.3M 7.5% +61,473 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 660,553 $72.5M 18.28% +840 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 654,798 $71.8M 13.73% +29,129 13F-HR Timeline 93 Financial Group, LLC More: the full row for 93 Financial Group, LLC 599,199 $65.7M 29.31% +7,455 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 581,773 $63.8M 0.68% -39,647 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 552,802 $60.6M 4.3% -29,471 13F-HR/A Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 546,367 $59.9M 2.34% +7,881 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 537,037 $58.9M 2.54% +26,317 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 531,649 $58.3M 3.76% +54,596 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 588,709 $58M 0.1% +10,764 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 527,960 $57.9M 23.03% +8,854 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 521,411 $57.2M 5.51% -8,458 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 499,341 $54.8M 0.66% +6,769 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 464,754 $51M 0.06% +42,339 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 457,066 $50.1M 0.1% +1,594 13F-HR Timeline Group Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 454,592 $49.9M 10.79% +189,292 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 441,472 $48.4M 0.61% +76,549 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 440,360 $48.3M 1.28% +10,677 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 416,362 $45.7M 1.25% +245,706 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 355,648 $43.6M 0.65% +81,972 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 391,535 $42.9M 0.39% -157,384 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 384,641 $42.2M 10.52% +16,925 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 375,591 $41.2M 0.01% +10,811 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 366,453 $40.1M 0.05% 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 359,732 $39.5M 3.03% +20,684 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 359,470 $39.4M 0.19% +32 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 355,836 $39M 0.05% +266,260 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 345,222 $37.9M 4.35% +22,658 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 340,015 $37.3M 5.44% +110,000 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 339,365 $37.2M 2.23% +9,805 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 330,905 $36.3M 0.14% -26,771 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 330,574 $36.3M +30,787 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 330,187 $36.2M 0.13% -24,132 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 319,679 $35.1M 3.42% -92,948 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 306,128 $33.6M 1.39% +4,578 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 300,323 $32.9M 11.39% +7,516 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 262,913 $32M 4% +259,515 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 291,387 $32M 0.61% +34,497 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 290,288 $31.8M 0.66% +49,636 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 290,126 $30.7M 0.95% +21,697 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 279,252 $30.6M 0.19% -2,336 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 275,151 $30.2M 0.08% -71,079 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 265,499 $29.1M 1.07% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 263,711 $28.9M 1.76% -26,013 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 252,935 $27.7M 0.13% +9,740 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 248,740 $27.3M 2.15% +172,713 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 246,834 $27.1M 7.15% +18,872 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 240,818 $26.7M 0.06% -119,053 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 236,938 $26M 0.24% +72,160 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 235,754 $25.9M 0.2% +12,154 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 221,330 $24.3M 0.06% -7,733 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 219,474 $24.1M 0.08% +83,773 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 218,649 $24M 0.12% +13,154 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 216,794 $23.8M 1.99% -1,507 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 210,556 $23.1M 0.11% -1,864 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 208,274 $22.8M 0.36% 0 13F-HR/A Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 206,674 $22.7M 7.49% +13,234 13F-HR/A Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 204,728 $22.5M 4.4% +2,784 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 204,331 $22.4M 4.41% +4,373 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 202,524 $22.2M 4.27% +3,740 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 197,948 $21.7M 0.25% +37,186 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 194,373 $21.3M 9.56% -2,695 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 189,170 $20.8M 0.1% -33,920 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 182,935 $20.1M 0.02% +5,125 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 155,213 $19.7M 0.4% -11,459 13F-HR Timeline Evergreen Wealth Partners LLC More: the full row for Evergreen Wealth Partners LLC 170,887 $18.7M 14.32% +1,127 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 170,845 $18.7M 0.12% +1,517 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 168,410 $18.5M 0.3% +68,647 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 167,800 $18.4M +137,575 Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 163,154 $17.9M 0.88% +42,804 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 162,334 $17.8M 0.07% +1,247 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 159,489 $17.5M 0.03% +2,971 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 153,990 $16.9M 2.49% +38,400 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 153,900 $16.9M 0.01% -440,200 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 150,664 $16.5M 0.03% +42,796 13F-HR Timeline Group YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 148,173 $16.3M 6.59% -26,850 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 146,265 $16M 2.33% +914 13F-HR Timeline Group Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 143,583 $15.7M 6.8% +12,901 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 140,294 $15.4M 0.51% +4,797 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 137,582 $15.1M 3.92% +10,851 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 132,198 $14.5M 3.08% +10,374 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 131,345 $14.4M 0.08% +1,177 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 129,083 $14.2M 0.02% -1,593 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 129,028 $14.2M 1.39% +113 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 126,290 $13.9M 4% +10,248 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 124,767 $13.7M 0.6% +3,473 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 122,491 $13.4M 0.1% -36,957 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 118,045 $12.9M 1.12% -13,553 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 114,740 $12.6M 0.6% -36,080 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 113,001 $12.4M 0.01% +7,909 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 112,650 $12.4M 0.06% +18,318 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 109,925 $12.1M 0.26% +6,614 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 107,153 $11.8M 0.1% +3,019 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 106,236 $11.7M 1.02% 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 105,626 $11.6M <0.01% +8,860 13F-HR Timeline Group Livet Wealth, LLC More: the full row for Livet Wealth, LLC 104,970 $11.5M 7.32% +684 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 103,650 $11.4M 0.24% -2,587 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 93,497 $11.3M 1.09% +9,405 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 101,346 $11.3M 8.94% +6,131 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 100,745 $11.1M 2.92% +8,879 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 96,303 $10.2M 0.37% -1,003 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 89,678 $9.84M -1,257 Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 89,163 $9.78M 0.39% +10,792 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 88,260 $9.68M 0.26% +86,226 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 85,543 $9.38M 0.07% +21,769 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 85,096 $9.33M 0.01% +59,370 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 84,858 $9.31M 0.76% +23,067 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 84,739 $9.29M 0.05% -7,761 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 84,484 $9.27M 4.82% +12,740 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 82,117 $9.01M 0.07% -531 13F-HR Timeline Group Base Wealth Management LLC More: the full row for Base Wealth Management LLC 80,976 $8.88M 4.97% -8,841 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 80,362 $8.81M 4.28% -22 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 79,700 $8.74M 0.01% new 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 79,346 $8.7M 3.92% +670 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 79,111 $8.68M 0.16% -8,363 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 78,895 $8.65M 1.65% +8,178 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 78,588 $8.62M -7,456 Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 77,243 $8.47M 4.54% -6,095 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 65,644 $8.35M 3.67% +6,077 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 75,145 $8.24M 0.8% new 13F-HR Timeline Group Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 74,735 $8.2M 6.41% +10,597 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 72,331 $7.93M <0.01% +1,326 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 68,990 $7.57M 2.78% -6,165 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 68,575 $7.52M 0.76% +23,822 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 67,070 $7.42M 0.45% +19,840 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,595 $7.41M 0.06% +55,491 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 69,033 $7.3M 1.11% -8,545 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 64,245 $7.05M 0.15% +12,308 13F-HR Timeline Nicholson Meyer Capital Management, Inc. More: the full row for Nicholson Meyer Capital Management, Inc. 64,065 $7.03M 5.39% +2,887 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 64,018 $7.02M 1.21% +4,553 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 62,902 $6.9M 0.7% -79 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 62,704 $6.88M 0.2% -1,660 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 61,213 $6.71M 0.23% +13,601 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 60,897 $6.68M 0.14% +1,971 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 60,046 $6.59M <0.01% +2,431 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 59,614 $6.54M 0.04% +1,080 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 59,374 $6.51M 0.12% +45,686 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 58,878 $6.46M 1.21% -432 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 57,507 $6.31M 0.66% +212 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 57,368 $6.29M 0.01% +24,309 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 57,202 $6.27M 0.09% -614 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 56,329 $6.18M 0.08% +31,222 13F-HR Timeline Group GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 55,746 $6.11M 2.7% +5,233 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 55,637 $6.1M 1.32% +2,965 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 55,169 $6.05M 0.43% -1,861 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 54,877 $6.02M 2.62% +1,806 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 54,665 $6M 0.05% +7,094 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 54,510 $5.98M 0.22% +2,543 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 54,278 $5.95M 0.1% +8,224 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 54,060 $5.93M 0.1% -30,219 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 53,376 $5.85M <0.01% -194,714 13F-HR Timeline Group GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 52,959 $5.81M 3.35% +348 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 52,584 $5.77M 0.37% +1,644 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 50,927 $5.59M 0.44% +1,741 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 50,703 $5.56M 0.14% +14,218 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 50,054 $5.49M 0.04% +4,584 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 48,267 $5.34M 0.05% +2,682 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 48,580 $5.33M 0.61% -19,477 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 48,458 $5.32M 1.12% -3,817 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 47,314 $5.24M 0.57% +2,717 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 47,627 $5.22M 2.6% -394 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 47,518 $5.21M 3.4% -1,007 13F-HR Timeline