JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 142,837,967 $10.5B 0.71% +3,208,380 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 134,816,565 $9.93B 6.11% +3,913,767 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 125,018,604 $9.21B 0.55% +89,124 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 121,385,406 $8.94B 6.06% +3,604,204 13F-HR Timeline Group VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 84,371,516 $6.21B new Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,033,142 $1.92B 0.38% +1,389,558 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 25,672,831 $1.89B 0.14% +1,720,405 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 25,199,498 $1.86B +2,213,877 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 24,193,579 $1.78B 7.24% +2,920,592 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 19,093,602 $1.41B 0.37% +506,926 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 18,628,006 $1.37B 1.26% +772,895 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,874,567 $1.24B 6% +8,819,590 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 13,731,470 $1.01B 0.13% -527,154 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 12,121,494 $893M 0.77% -766,236 13F-HR Timeline Group Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 9,869,636 $727M 26.74% +62,627 13F-HR/A Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,443,157 $695M 0.16% +3,483,360 13F-HR/A Timeline Group MASTERCARD FOUNDATION ASSET MANAGEMENT … in group MASTERCARD FOUNDATION ASSET M… More: the full row for MASTERCARD FOUNDATION ASSET MANAGEMENT CORP 8,862,905 $653M 1.94% 0 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 8,627,785 $635M 9.12% +674,178 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 8,579,414 $632M 23.1% +572,921 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,538,607 $629M 0.01% -32,459 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,756,971 $571M 0.18% +21,863 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,625,939 $562M 0.6% -65,646 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 7,165,058 $528M +949,089 Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,113,723 $524M 9.08% +476,974 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,577,371 $411M 0.08% +126,398 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 5,348,975 $394M 0.01% +155,911 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,230,610 $381M 0.55% +1,048,355 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,951,598 $365M 0.74% +314,725 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,241,740 $312M 4.29% +1,209,458 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,207,293 $308M 0.15% +626,886 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,053,484 $299M 0.32% -17,796 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,019,694 $296M 0.97% +182,412 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. 3,622,747 $267M 0.15% -114,613 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,600,796 $265M 0.06% -30,746 13F-HR Timeline Group Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,383,156 $249M +372,317 Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 3,215,296 $237M 0.79% +213,535 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,748,378 $202M 5.16% +204,260 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 2,707,953 $199M 0.51% +223,668 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,655,286 $196M 3.95% +10,031 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,644,586 $195M 0.54% -140,046 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,599,326 $191M 1.02% +871,946 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,596,461 $191M 0.26% -186,584 13F-HR Timeline Group Stairway Partners, LLC More: the full row for Stairway Partners, LLC 2,573,111 $189M 9.82% +73,200 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,439,340 $180M 2.21% +280,945 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 2,434,537 $179M 5.34% +121,922 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,395,967 $176M 2.73% +19,254 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,359,609 $174M 0.25% +206,240 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,206,842 $163M 8.6% +129,014 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 2,202,336 $162M -116,658 Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 2,156,873 $158M 15.72% +136,173 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,122,005 $156M 2.71% +216,798 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,113,128 $156M 0.18% +429,054 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 1,995,233 $147M 23.77% +28,856 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,889,555 $139M 8.89% +108,446 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,825,484 $134M 1.49% +38,417 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,817,727 $134M 0.19% +128,801 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,796,418 $133M 1.98% +142,630 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 1,782,940 $132M 11.8% +71,054 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 1,771,936 $130M 7.03% +5,966 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,748,560 $129M 5.51% +186,402 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,733,719 $128M 0.28% -19,939 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,601,843 $118M 0.22% -116,262 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,591,957 $117M 17.78% -90,130 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,583,689 $117M 2.53% +149,849 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 1,556,487 $115M 4.63% +134,025 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,545,387 $114M 4.39% -67,564 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 1,543,560 $114M 8.07% +31,866 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,540,374 $113M 0.07% +654,161 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,531,277 $113M -130,929 Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 1,505,314 $111M +529,205 Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 1,491,319 $110M 12.25% -388,213 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,487,506 $110M +128,224 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,486,380 $109M +999,336 Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,431,140 $105M 7.08% +68,196 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,426,107 $105M 0.84% +272,044 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,403,857 $103M 1.2% +79,661 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,388,516 $102M 3.48% -16,040 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,346,630 $99.2M 4.81% +47,617 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,316,515 $96.9M 2.21% +34,789 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,316,285 $96.9M 0.39% +19,460 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,294,629 $95.3M 13.16% +191,050 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,286,917 $95.3M 0.03% +512,121 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,272,662 $93.7M 0.12% +10,675 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,225,442 $90.2M +49,575 Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 1,149,292 $84.6M 12.27% +62,037 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,144,831 $83M 0.18% -296,517 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,121,934 $82.6M 0.39% -155,145 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 1,121,593 $82.6M 19.6% +35,683 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,115,685 $82.2M 0.12% -50,645 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 1,107,859 $81.3M 0.41% +225,728 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,102,510 $81.2M 13.64% +70,597 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,100,000 $81M 2.69% new 13F-HR Timeline BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 1,079,257 $79.5M 36.38% +614,886 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,071,832 $78.9M 0.08% +1,062,624 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,047,183 $77.1M 0.57% +31,327 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 1,046,572 $77.1M 12.78% +62,257 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,031,002 $75.9M 0.07% +272,503 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,004,275 $74M 0.36% +246,082 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 986,959 $72.7M 0.26% -101,109 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 984,794 $72.5M 0.09% -27,207 13F-HR Timeline Group RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 968,610 $71.3M 7.28% -1,992 13F-HR Timeline Trust Co More: the full row for Trust Co 965,242 $71.1M 6.66% +20,228 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 960,042 $70.7M 0.14% -76,064 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 935,329 $68.9M 6.57% -98,142 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 925,778 $68.2M 4.61% +54,043 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 925,546 $67.8M 8.29% +33,730 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 919,306 $67.7M 0.01% -4,251,815 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 917,595 $67.6M 19.68% +18,722 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 905,636 $66.7M 9.99% +196,843 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 899,249 $66.2M 2.29% +207,604 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 883,154 $65M 2.73% -571 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 843,135 $62.1M 4.16% -416,426 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 832,346 $61.3M 3.5% +96,141 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 828,114 $61M 5.48% +8,391 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 817,815 $60.2M 3.92% -86,301 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 808,536 $59.5M 1.64% +20,669 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 807,177 $59.4M 7.68% +28,073 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 797,786 $58.6M 9.59% -123,099 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 790,110 $58.2M 2.57% -249,778 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 789,600 $58.1M 3.36% -717,300 13F-HR/A Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 786,765 $57.9M 15.72% +26,877 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 783,746 $57.7M 8.39% +12,484 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 782,000 $57.6M 2.11% +62,000 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 760,472 $56M 2.32% +201,327 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 749,709 $55.2M 0.43% +22,194 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 748,499 $55.1M 9.83% +11,243 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 745,556 $54.8M 2.37% -678,030 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 739,826 $54.5M 2.43% +22,373 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 738,514 $54.2M 0.51% -193,898 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 730,638 $53.8M 10.44% +45 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 730,405 $53.8M 1.53% +241,280 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 725,952 $53.5M 20.64% -19,214 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 719,344 $53M 8.99% +6,423 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 716,173 $52.7M 16.77% -20,106 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 713,200 $52.5M 0.84% -3,292 13F-HR/A Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 691,501 $50.9M 21.38% +11,654 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 687,727 $50.6M 13.95% +13,228 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 686,802 $50.6M 26.55% +27,084 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 679,323 $50M 8.13% +15,018 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 672,981 $49.6M 4.23% +68,432 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 671,518 $49.5M 1.53% -93,327 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 668,994 $49.3M 6.18% -9,729 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 667,292 $49.1M 0.48% +90,134 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 661,100 $48.7M 0.8% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 646,202 $47.6M 6.05% +167,908 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 630,752 $46.4M 20.03% +36,998 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 630,092 $46.4M 7.25% -60 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 624,975 $46M 22.14% +31,614 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 616,170 $45.4M 0.05% new 13F-HR Timeline Group ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 611,049 $45M 8.07% +93,653 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 610,934 $45M 2.4% +79,957 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 589,666 $43.3M 26.44% -2,353 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 585,128 $43.1M 2.28% -4,462 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 581,483 $42.8M 1.14% +388,269 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 580,915 $42.8M 2.77% +78,641 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 573,704 $42.2M 3.36% +195,905 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 558,331 $41.1M 0.2% -410 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 554,605 $40.8M 6.61% -115,252 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 549,980 $40.5M 0.74% -10,058 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 541,119 $39.8M 4.47% +27,335 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 540,891 $39.8M 1.13% +14,859 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 538,041 $39.6M 0.56% +28,816 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 533,714 $39.5M 1.52% +240,150 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 527,933 $38.9M 3.5% +4,033 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 522,354 $38.5M 7.92% +7,679 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 517,197 $38.1M 6.77% +182,495 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 516,444 $38M 9.66% -238 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 510,772 $37.6M 0.06% +167,895 13F-HR Timeline Group Sherwood Financial Partners, LLC More: the full row for Sherwood Financial Partners, LLC 501,939 $37M 32.68% +9,972 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 493,776 $36.4M 6.15% +110,434 13F-HR Timeline Level Wealth Management LLC More: the full row for Level Wealth Management LLC 490,003 $36.1M 16.9% +68,301 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 484,880 $35.7M 2.67% +9,635 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 480,853 $35.4M 13.91% +50,784 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 477,762 $35.2M 3.81% -123,460 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 477,240 $35.1M 1.58% -5,579 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 476,895 $35.1M 1.88% -100,578 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 473,626 $34.9M 9.2% +39,272 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 468,222 $34.5M 27.13% +21,666 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 467,161 $34.4M 0.16% +27,076 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 459,348 $33.8M 8.94% +27,582 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 458,053 $33.7M <0.01% +149,020 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 451,083 $33.2M 2.86% +8,032 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 447,772 $33M 0.1% +70,546 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 445,436 $32.8M 2.52% +289,800 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 441,418 $32.5M 14.89% +23,354 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 435,548 $32.1M 4.02% new 13F-HR Timeline Eaton-Cambridge Inc. More: the full row for Eaton-Cambridge Inc. 434,861 $32M 10.02% -72,892 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 434,311 $32M 7.86% +30,112 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 433,805 $31.9M 0.06% +56,089 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 431,128 $31.7M 2.77% +19,320 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 430,249 $31.7M 2.65% +17,569 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 417,425 $30.7M 0.97% +17,759 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 416,044 $30.6M 20.53% +15,584 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 412,148 $30.4M 0.39% +22,221 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 410,884 $30.3M 5.94% +22,303 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 409,862 $30.2M 3.19% -19,964 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 407,882 $30M +5,639 Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 406,443 $29.9M 4.17% +45,848 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 400,714 $29.5M 1.31% +22,904 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 400,097 $29.5M 4.28% +34,922 13F-HR Timeline