BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,881,920 $413M 0.03% +15,814 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,203,289 $264M 0.01% +30,602 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 636,424 $140M -50,338 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 530,288 $116M 0.01% +48,680 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 514,718 $113M 0.1% +285 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 488,679 $107M 0.02% -104,298 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 367,875 $80.6M 0.02% -6,775 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 367,536 $80.6M 0.02% -70,518 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 348,545 $76.4M 20.23% +66,572 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 306,817 $67.4M 0.08% +6,866 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 297,405 $65.2M 0.09% -7,797 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 290,756 $63.7M 0.01% +20,360 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 249,707 $54.7M 10.03% +4,286 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 182,867 $40.1M 0.04% -4,654 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 162,498 $35.6M 0.01% +446 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 158,481 $34.7M 5.69% +5,998 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 124,151 $27.2M 0.79% +16,276 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 120,521 $26.4M 1.78% -1,929 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 99,005 $21.7M 0.26% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 95,833 $21M <0.01% -10,262 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 95,681 $21M 0.05% +11,865 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 89,033 $19.5M 6.21% +3,125 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 87,890 $19.3M 0.06% -10,471 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 85,349 $18.7M 0.29% +1,723 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 79,037 $17.3M 1.62% +8,655 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 76,962 $16.9M 0.1% -67 13F-HR/A Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 76,729 $16.2M 0.05% +38,584 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 71,734 $15.7M 0.96% -561 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 71,681 $15.7M 1.15% -12,173 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 70,921 $15.5M 0.07% -18,311 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 67,789 $14.9M 0.07% +60,068 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 65,619 $14.4M 2.11% -5,500 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 64,651 $14.2M 0.01% -2,860 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 64,580 $14.2M 5.24% -996 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 60,815 $13.3M 0.01% +9,965 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 58,723 $12.9M 0.11% -46,462 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 58,292 $12.8M 7.42% +3,906 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 57,210 $12.5M 0.38% -3,267 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 54,713 $12M 0.54% +26,700 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 51,736 $11.3M 0.15% +31,031 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 50,408 $11M 0.12% +127 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 49,919 $10.9M 0.91% -278 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 49,352 $10.8M 0.02% -1,295 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 47,142 $10.3M 0.02% -1,947 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 46,170 $10.1M 0.12% -788 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 45,811 $10M 5.17% +7,099 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 45,762 $10M 1.48% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 44,578 $9.77M 0.01% -1,446 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 44,578 $9.77M 0.21% +830 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,980 $9.64M 0.01% -627 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 43,783 $9.6M 0.16% -11,167 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 42,907 $9.41M 0.04% +1,765 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 42,495 $9.32M -2,575 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 41,751 $9.18M 0.01% +5,610 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 41,824 $9.17M 0.1% +430 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 41,084 $9.01M 0.33% -9 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 37,860 $8.3M 0.01% -122,100 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 36,545 $8.01M <0.01% +2,644 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 35,467 $7.77M 0.15% -10,032 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,956 $7.66M -5,058 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,675 $7.38M -4 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 32,570 $7.14M <0.01% -18,163 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 32,393 $7.1M 0.42% +2,417 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 31,545 $6.92M 0.01% -4,378 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,407 $6.88M 0.62% +15 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 31,246 $6.85M 1.53% +14,536 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,465 $6.68M 0.01% -524 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,296 $6.2M 0.01% +3,743 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 27,850 $6.1M 0.05% -2,711 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 27,751 $6.08M 4.64% +1,856 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 27,444 $6.02M 3.59% -57 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 26,793 $5.87M 1.53% +3,816 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 26,263 $5.76M 0.01% +1,467 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 25,452 $5.58M 3.5% -269 13F-HR Timeline Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 22,846 $5.01M 3.58% +364 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,712 $4.98M 0.01% 0 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 21,862 $4.79M 0.09% +80 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 20,254 $4.44M 0.01% +1,505 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,872 $4.42M 0.01% -12,257 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,118 $4.41M 1.39% +40 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 19,884 $4.36M 2.98% -3,938 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,327 $4.24M 0.03% -215 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 19,137 $4.19M 0.2% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,774 $4.12M 0.02% -2,905 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 18,090 $3.97M 0.01% -245 13F-HR Timeline Group First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 18,086 $3.96M 1.56% -3 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,059 $3.96M 0.04% -260 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 17,824 $3.91M 1.33% +635 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 17,708 $3.88M 0.26% -919 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,320 $3.8M 0.02% -369 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 17,063 $3.74M 1.13% +4,384 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,499 $3.62M 0.2% -1,442 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 16,257 $3.56M 0.14% +438 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,798 $3.46M 0.01% -31 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 15,581 $3.42M 1.04% -72 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 14,831 $3.25M 1.32% +77 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 13,558 $3.11M 0.16% +143 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 14,000 $3.07M 0.1% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 13,905 $3.05M 0.01% -305 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 13,449 $2.95M +2,036 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,330 $2.92M <0.01% +212 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 13,110 $2.87M 1.79% -101 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 12,691 $2.78M <0.01% +2,203 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,571 $2.76M <0.01% +765 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 12,555 $2.75M 0.01% +9,089 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,553 $2.75M <0.01% +5,588 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,290 $2.69M 0.04% -1,126 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 11,659 $2.56M 0.17% +1,998 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 11,441 $2.51M 0.4% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,323 $2.48M 0.04% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,291 $2.48M 0.03% -1 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,140 $2.44M 0.04% -575 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 10,897 $2.39M <0.01% +3,141 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,787 $2.36M 0.01% -1,584 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,727 $2.35M 0.12% -879 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,637 $2.33M <0.01% -6,528 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10,426 $2.29M 0.19% -3,707 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,012 $2.25M +5,452 Timeline Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 10,005 $2.19M 1.8% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,604 $2.11M <0.01% +455 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 9,484 $2.08M +2,786 Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,450 $2.07M 0.28% -2,073 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,430 $2.07M 0.03% -156 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,425 $2.07M 0.02% -8 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,408 $2.06M 0.02% -2,397 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,393 $2.06M 0.14% +26 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,259 $2.03M 0.05% -126 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,010 $1.97M 0.63% -184 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,956 $1.96M 0.02% +1,438 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,891 $1.95M 0.02% 0 13F-HR Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 8,872 $1.94M 0.81% +2,631 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,680 $1.9M 0.01% +2,018 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,515 $1.87M 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 8,434 $1.85M <0.01% +585 13F-HR Timeline Group Expressive Wealth LLC More: the full row for Expressive Wealth LLC 8,381 $1.84M 1.73% -75 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,345 $1.83M 0.02% -1,135 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 7,946 $1.74M 0.5% -104 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,909 $1.73M 0.02% -1,538 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 7,791 $1.71M 0.47% +3,330 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,678 $1.69M <0.01% -75 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,703 $1.69M 0.03% +253 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 7,686 $1.68M <0.01% +1,235 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,683 $1.68M 0.05% +596 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,661 $1.68M 0.16% -154 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,203 $1.58M 0.06% +214 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 7,138 $1.56M 0.04% +249 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,880 $1.51M 0.08% +25 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,835 $1.5M <0.01% 0 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,590 $1.44M 0.03% 0 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 6,538 $1.43M 0.78% -710 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 6,501 $1.43M 0.13% -640 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,465 $1.42M 0.26% +9 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,341 $1.39M 0.26% -51 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,304 $1.38M 0.02% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,214 $1.36M 0.16% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,193 $1.36M 0.35% -118 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,117 $1.34M 0.09% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,070 $1.33M <0.01% -10 13F-HR Timeline Group LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 6,043 $1.32M 0.65% -75 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,024 $1.32M <0.01% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,934 $1.3M 0.02% +548 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,841 $1.28M 0.05% -107 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,785 $1.27M 0.04% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,545 $1.22M 0.1% -94 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,535 $1.21M <0.01% -463 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,437 $1.19M 0.14% +23 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,403 $1.18M 0.37% +18 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,266 $1.15M 0.16% -124 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,093 $1.12M 0.19% +645 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,991 $1.09M 0.01% +3,075 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,949 $1.08M 0.72% -51 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,924 $1.08M 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 568 $1.06M 0.01% -1,921 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,829 $1.06M 0.01% -254 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,824 $1.06M <0.01% -350 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,820 $1.06M 0.04% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,809 $1.05M 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,733 $1.04M 0.06% -710 13F-HR Timeline Santori & Peters, Inc. 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