BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,840,665 $377M 0.03% -17,283 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,129,059 $231M 0.01% -9,478 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 663,751 $136M +27,737 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 592,338 $121M 0.03% -4,408 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 583,726 $120M 0.01% +71,121 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 507,470 $104M 0.11% -15,624 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 369,865 $75.8M 0.1% -14,244 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 363,936 $74.6M 0.02% +43,165 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 360,003 $73.7M 0.02% +4,549 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 321,709 $66M 0.1% +5,853 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 275,053 $56.3M 0.01% +34,799 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 274,140 $56.2M 12.41% +1,920 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 245,062 $50.2M 0.19% -100,743 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 238,687 $48.9M 10.06% +878 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 217,304 $44.5M 0.05% -2,916 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 170,418 $34.9M +2,089 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 161,600 $33.4M 0.04% -2,100 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 148,465 $30.4M 6.13% +184 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 144,283 $29.6M 0.29% -4,132 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 122,673 $25.1M 1.97% -1,321 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 120,654 $24.7M 16.91% +10,997 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 111,979 $22.9M 0.06% +780 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 103,413 $21.2M 0.79% -2,469 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 101,532 $20.8M 0.1% -10,335 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 97,618 $20M 1.29% -1,872 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 97,017 $19.9M 0.03% -9,587 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 90,091 $18.5M <0.01% -1,646 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 79,943 $16.4M 2.54% -2,311 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 75,520 $15.5M 0.12% +1,202 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 74,136 $15.2M 1.03% -641 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 71,199 $14.6M <0.01% -10,071 13F-HR/A Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 66,600 $13.6M 1.45% +2,936 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 65,783 $13.5M 5.64% -591 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 63,145 $12.9M 0.01% +5,614 13F-HR/A Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 54,758 $11.2M 0.23% +1,459 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 54,713 $11.2M 0.66% +26,700 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 54,399 $11.1M 0.37% +3,514 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 50,360 $10.3M 1.04% +613 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 50,167 $10.3M 0.02% -10,603 13F-HR/A Timeline Group Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 47,957 $9.82M 6.84% +5,801 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 46,984 $9.62M 0.02% -657 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 46,143 $9.45M 0.14% +820 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 45,762 $9.37M 1.53% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 44,736 $9.16M 0.2% +9,658 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 44,491 $9.11M 0.01% +1,456 13F-HR Timeline Group AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 43,709 $8.95M 1.66% -1,694 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 43,548 $8.92M 0.22% +990 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,037 $8.82M 0.01% -1,793 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 42,815 $8.77M 0.1% -6,870 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,599 $8.7M 0.01% +13,015 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 42,244 $8.65M -2,929 Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 41,093 $8.42M 0.37% -29 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 40,290 $8.25M 0.04% +10,471 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 37,490 $7.68M 0.04% -607 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,062 $7.39M -974 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 35,239 $7.22M 0.02% +3,425 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 34,542 $7.08M 0.15% -47,227 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 33,896 $6.94M 0.1% -617 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 31,967 $6.55M 5.05% +25 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 31,755 $6.5M 0.01% +1,211 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,391 $6.43M 0.64% -19 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 30,324 $6.21M 0.05% -182 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 29,563 $6.06M 0.45% +5,980 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 28,046 $5.75M 1.67% +5,389 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 28,024 $5.74M 0.01% +2,173 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 27,757 $5.69M <0.01% +5,624 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 27,572 $5.65M 3.74% -120 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,319 $5.6M 0.01% -740 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 25,649 $5.25M 3.61% +788 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,601 $5.24M 0.04% +21,935 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 24,547 $5.03M 4.36% +2,236 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,802 $4.67M 0.01% +11,054 13F-HR Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 22,217 $4.55M 1.36% +5,985 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 21,695 $4.44M 0.09% +177 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 21,104 $4.32M 0.05% +5,429 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 20,925 $4.29M 0.02% -302 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 20,271 $4.15M 0.02% +32 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,497 $4.1M 1.5% +371 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 19,506 $4M 0.3% -131 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 19,480 $3.99M 0.25% -572 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 19,469 $3.99M 0.01% +17 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,599 $3.81M 0.05% -3,041 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 17,565 $3.6M 0.4% -76 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 17,497 $3.58M 1.91% +1,425 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,479 $3.58M 0.01% -62 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,626 $3.2M 0.01% -220 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 15,620 $3.2M 0.33% -1,697 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 15,554 $3.19M 1.08% +1,381 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,494 $3.17M <0.01% +1,825 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,461 $3.17M 0.15% +357 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 14,210 $2.91M 1.29% +337 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 14,000 $2.87M 0.09% -5,000 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 13,715 $2.82M <0.01% +9,702 13F-HR Timeline Group Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 13,582 $2.78M 0.18% +298 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,144 $2.69M 0.04% +193 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 12,901 $2.64M 1.91% +137 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,478 $2.57M 0.4% +11,672 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,061 $2.47M 0.14% -135 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 12,014 $2.46M 0.05% +1,289 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,790 $2.42M 0.04% -22 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,497 $2.36M 0.02% -717 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,495 $2.35M <0.01% +3,366 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 11,227 $2.3M 0.02% -7,300 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,067 $2.27M 0.03% +100 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 10,918 $2.24M 1.08% +1,346 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,264 $2.1M 0.01% +83 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,047 $2.06M 0.08% +7,613 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 10,005 $2.05M 1.65% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,604 $1.97M <0.01% +33 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,574 $1.96M <0.01% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,431 $1.93M 0.02% +111 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,343 $1.91M 0.69% -350 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,338 $1.91M 0.21% +28 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,149 $1.87M 0.01% +4,596 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 9,136 $1.87M <0.01% -277 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,090 $1.86M 0.04% +1 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,891 $1.82M 0.02% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,851 $1.81M 0.06% -11 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 8,450 $1.73M 0.01% -664 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 8,212 $1.68M 0.74% -211 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 8,177 $1.68M 0.56% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 7,946 $1.63M 0.59% +3,313 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 7,921 $1.62M <0.01% +656 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 7,912 $1.62M 1.75% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,793 $1.6M 0.31% 0 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,512 $1.54M 0.02% +1,177 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,506 $1.54M <0.01% -7,392 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 7,505 $1.54M 0.16% +58 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,400 $1.52M <0.01% -2,800 13F-HR Timeline Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 7,248 $1.48M 1.02% 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,237 $1.48M 0.16% -246 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,225 $1.48M 0.01% -71 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,889 $1.41M 0.05% -40 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,704 $1.37M 0.06% +654 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,653 $1.36M 0.31% -139 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,590 $1.35M 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 6,580 $1.35M 0.28% -47 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,556 $1.34M <0.01% -365 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 6,376 $1.31M -1,214 Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,371 $1.31M 0.05% +138 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,304 $1.29M 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,638 $1.29M 0.03% +1,535 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,286 $1.29M <0.01% +1,295 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,063 $1.28M 0.26% -42 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,250 $1.28M 0.01% +179 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,214 $1.27M 0.18% 0 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,116 $1.25M 0.1% 0 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 6,090 $1.25M 0.7% +28 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,016 $1.23M 0.07% +475 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,998 $1.23M <0.01% 0 13F-HR Timeline Group THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 5,759 $1.18M 0.58% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 5,706 $1.17M <0.01% +990 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,682 $1.16M 0.01% 0 13F-HR Timeline Group KWB Wealth More: the full row for KWB Wealth 5,639 $1.16M 0.11% -40 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,563 $1.14M 0.03% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,419 $1.11M 0.08% +24 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,390 $1.1M 0.15% +25 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,294 $1.08M 0.17% -97 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 5,209 $1.07M 0.22% +241 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,208 $1.07M <0.01% -2,031 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 5,144 $1.05M 0.82% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,077 $1.05M 0.01% +4 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,096 $1.04M 0.03% +244 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 5,023 $1.03M 0.52% +239 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 4,991 $1.02M 0.48% -4 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,924 $1.01M 0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,907 $1.01M 0.02% -273 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,897 $1M <0.01% -1 13F-HR Timeline Group Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 4,846 $993K 0.5% -248 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. 4,836 $991K 0.02% +3,022 13F-HR Timeline Group Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 4,826 $989K 0.86% 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,810 $985K 0.01% +22 13F-HR Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 4,748 $973K 1.08% 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,733 $970K 0.04% +241 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,651 $963K 0.03% -18 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 4,694 $962K 0.33% -47 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,619 $946K 0.01% -4,755 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 4,450 $912K 0.18% +18 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. 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