BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,866,106 $380M 0.03% +25,441 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,172,687 $239M 0.01% +43,628 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 686,762 $140M +23,011 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 592,977 $121M 0.03% +639 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 514,433 $105M 0.11% +6,963 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 481,608 $96.5M 0.01% -102,118 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 438,054 $89.3M 0.03% +74,118 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 374,650 $76.3M 0.02% +14,647 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 305,202 $62.2M 0.09% -64,663 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 299,951 $61.2M 0.09% -21,758 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 281,973 $57.5M 13.61% +7,833 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 270,396 $55.1M 0.01% -4,657 13F-HR/A Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 245,421 $50M 10.3% +6,734 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 187,521 $38.2M 0.04% -29,783 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 162,052 $33M -8,366 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 159,960 $32.6M 0.04% -1,640 13F-HR Timeline Group Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 152,483 $31.1M 5.99% +4,018 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 122,450 $25M 2.04% -223 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 107,875 $22M 0.76% +4,462 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 106,095 $21.6M <0.01% +16,004 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 105,185 $21.4M 0.21% -39,098 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 98,361 $20M 0.08% -146,701 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 89,232 $18.2M 0.09% -12,300 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 85,908 $17.5M 6.16% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 83,854 $17.1M 1.24% -13,764 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 83,816 $17.1M 0.04% -28,163 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 83,626 $17M 0.28% +49,084 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 77,029 $15.7M 0.12% +1,509 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 72,295 $14.7M 0.99% -1,841 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 71,119 $14.5M 2.56% -8,824 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 70,382 $14.3M 1.49% +3,782 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 67,511 $13.8M 0.01% +4,366 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 65,576 $13.4M 5.6% -207 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 60,477 $12.3M 0.41% +6,078 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 54,950 $11.2M 0.22% +192 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 54,386 $11.1M 7.6% +6,429 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,733 $10.3M <0.01% -20,466 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 50,647 $10.3M 0.02% +3,663 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 50,281 $10.2M 0.13% +16,385 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 50,197 $10.2M 1.03% -163 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 50,850 $10.2M <0.01% +23,093 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 49,089 $10M 0.02% -1,078 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 46,958 $9.57M 0.13% +815 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 46,024 $9.38M 0.01% +1,533 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 45,762 $9.33M 1.5% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 45,499 $9.27M 0.2% +763 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 45,070 $9.18M +2,826 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 44,607 $9.09M 0.01% +1,570 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 43,748 $8.92M 0.22% +200 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 41,394 $8.44M 0.1% -1,421 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 41,142 $8.38M 0.04% +852 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 41,093 $8.37M 0.35% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 40,014 $8.15M +3,952 Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 38,712 $7.89M 4.53% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 38,145 $7.77M 0.04% +655 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,141 $7.41M 0.01% +8,117 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,923 $7.32M 0.01% -61,094 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 33,901 $6.91M <0.01% +18,407 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,679 $6.86M +20,097 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 32,129 $6.57M 0.01% -9,470 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 31,392 $6.4M 0.64% +1 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,989 $6.32M 0.01% -766 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 30,561 $6.23M 0.05% +237 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 29,976 $6.11M 0.42% +413 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 28,013 $5.71M 0.34% -26,700 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 27,501 $5.6M 3.88% -71 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 25,895 $5.28M 4.61% +1,348 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 25,721 $5.24M 3.69% +72 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 24,796 $5.05M 0.01% -10,443 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 24,553 $5M 0.01% -2,766 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 23,822 $4.85M 3.86% -8,145 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 22,977 $4.68M 1.41% +760 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,712 $4.63M 0.01% -90 13F-HR Timeline Group Delta Wealth Advisors LLC More: the full row for Delta Wealth Advisors LLC 22,482 $4.58M 3.49% +19,865 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 21,782 $4.44M 0.11% +87 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 21,679 $4.42M 0.02% -3,922 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 20,705 $4.22M 0.06% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 20,078 $4.09M 1.46% -419 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,542 $3.99M 0.04% -1,562 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 18,749 $3.82M 0.01% -720 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 18,627 $3.8M 0.28% -879 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 18,335 $3.74M 0.01% -2,590 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 18,319 $3.73M 0.04% -280 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 18,089 $3.69M 1.83% +592 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17,941 $3.66M 0.22% -1,539 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,689 $3.6M 0.01% +210 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,181 $3.5M 0.12% new 13F-HR Timeline BEACON FINANCIAL PLANNING, INC More: the full row for BEACON FINANCIAL PLANNING, INC 17,189 $3.5M 1.36% +6,271 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 17,165 $3.5M <0.01% +15,113 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 16,646 $3.39M 0.38% -919 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,070 $3.27M <0.01% new 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 15,829 $3.23M 0.01% +203 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 15,819 $3.22M 0.14% +358 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 15,653 $3.19M 1.11% +99 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 16,710 $3.15M 1.36% -11,336 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 14,754 $3.01M 1.31% +544 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,210 $2.89M 0.01% +495 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 14,133 $2.88M 0.25% -1,487 13F-HR Timeline Group Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 14,000 $2.85M 0.09% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,416 $2.73M 0.04% +272 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 13,415 $2.73M 0.19% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 13,211 $2.69M 1.89% +310 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,118 $2.67M <0.01% +3,544 13F-HR Timeline Group IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 12,679 $2.58M 0.9% +4,733 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,371 $2.53M 0.02% +2,107 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 11,806 $2.41M <0.01% +2,202 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,805 $2.41M 0.02% +308 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,715 $2.39M 0.05% -299 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,606 $2.37M 0.13% -455 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 11,413 $2.33M <0.01% -82 13F-HR Timeline Group Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,523 $2.31M 0.35% -955 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,292 $2.3M 0.03% +225 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 10,488 $2.14M <0.01% new 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 10,005 $2.04M 1.72% 0 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,661 $1.97M 0.15% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 9,586 $1.95M 0.03% -2,204 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,480 $1.93M 0.02% -1,747 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,447 $1.93M 0.02% +3,197 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 9,433 $1.92M 0.02% +2 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,385 $1.91M 0.05% +534 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 9,367 $1.91M 0.2% +29 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,194 $1.87M 0.69% -149 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9,149 $1.86M 0.01% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 9,089 $1.85M 0.03% -1 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 8,456 $1.84M 1.75% +544 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 8,891 $1.81M 0.02% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,726 $1.78M 0.01% +3,044 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,515 $1.74M 0.02% new 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 8,050 $1.64M 0.55% -127 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,849 $1.6M <0.01% +1,293 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 7,815 $1.59M 0.17% +310 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,756 $1.58M <0.01% +2,859 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,753 $1.58M <0.01% +528 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,721 $1.57M 0.01% -729 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,518 $1.53M 0.02% +6 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 7,450 $1.52M 0.06% -2,597 13F-HR Timeline Group Northern Lights Advisors, Inc. More: the full row for Northern Lights Advisors, Inc. 7,248 $1.48M 1% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,141 $1.46M 0.16% -96 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,087 $1.44M 0.05% +716 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,989 $1.42M 0.07% +285 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 6,965 $1.42M <0.01% -541 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,889 $1.4M 0.04% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 6,855 $1.4M 0.08% +839 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,835 $1.39M <0.01% +549 13F-HR Timeline Group Apollon Financial, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Financial, LLC 6,698 $1.36M 0.19% +322 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,662 $1.36M 0.01% +2,043 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 6,590 $1.34M 0.03% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 6,456 $1.32M 0.3% -197 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 6,451 $1.31M <0.01% -2,685 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 6,392 $1.3M 0.27% -188 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,311 $1.29M 0.3% +248 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,304 $1.28M 0.02% 0 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 6,241 $1.27M 0.6% +1,218 13F-HR Timeline 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 Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,167 $1.26M 0.03% +1,071 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 6,118 $1.25M 0.71% +28 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,117 $1.25M 0.1% +1 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,080 $1.24M <0.01% +2,023 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,024 $1.23M <0.01% +318 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 5,998 $1.22M <0.01% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,948 $1.21M 0.05% +385 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 5,639 $1.16M 0.11% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 5,648 $1.15M 0.04% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,503 $1.12M 0.02% +2,944 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5,443 $1.11M 0.08% +24 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 5,414 $1.1M 0.15% +24 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,390 $1.1M 0.17% +96 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. 5,386 $1.1M 0.02% +550 13F-HR Timeline Group Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 5,385 $1.1M 0.39% -2,827 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,174 $1.05M <0.01% -2,747 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 5,083 $1.03M 0.01% +6 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 5,000 $1.02M 0.58% +9 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,924 $1M 0.01% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,820 $982K 0.04% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,809 $980K 0.01% -1 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 4,804 $979K 0.65% -955 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,778 $974K 0.02% -129 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,560 $972K +326 Timeline Capital Asset Managemnet, LLC More: the full row for Capital Asset Managemnet, LLC 4,748 $968K 1.09% 0 13F-HR Timeline Santori & Peters, Inc. 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More: the full row for INTEGRITY ALLIANCE, LLC. 4,359 $888K 0.03% +389 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,359 $888K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,327 $882K 0.06% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,302 $877K 0.02% +827 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,247 $865K 0.06% 0 13F-HR Timeline Northwest Wealth Advisors, LLC More: the full row for Northwest Wealth Advisors, LLC 4,194 $855K 0.61% -950 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,182 $852K 0.01% +58 13F-HR Timeline Group Sherman Wealth Management LLC More: the full row for Sherman Wealth Management LLC 3,985 $812K 0.7% -841 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 3,927 $800K 0.1% +10 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,852 $785K 0.06% +127 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,841 $783K 0.05% +18 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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