NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 141,358,910 $10.9B +3,970,060 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 67,302,599 $5.19B 0.33% +139,617 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 60,496,272 $4.66B 0.77% +1,762,099 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 57,005,004 $4.4B 0.76% +3,496,611 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 54,843,180 $4.23B 0.18% +1,868,525 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 43,362,888 $3.34B 0.35% +2,889,391 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 41,144,289 $3.17B 0.17% +4,262,063 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 39,064,190 $3.01B 0.82% +2,627,179 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 37,517,104 $2.89B +1,147,662 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 29,075,313 $2.24B 0.03% +1,110,409 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 26,043,142 $2.01B +1,532,419 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,548,419 $1.89B 0.22% +710,271 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 22,963,213 $1.77B 0.4% -106,164 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,450,924 $1.73B 0.29% +423,686 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,929,010 $1.37B 0.08% +1,108,774 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,401,450 $1.26B 1.33% +288,903 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 16,281,926 $1.26B 0.62% +409,287 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 16,051,579 $1.24B 7.36% +252,929 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 14,093,257 $1.09B 7.09% +259,992 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,644,753 $898M 2.95% +2,493,710 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,617,300 $819M 0.98% +663,075 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,268,731 $708M 0.28% +998,961 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 9,007,810 $695M +722,427 Timeline Starboard Value LP in group Starboard Value LP More: the full row for Starboard Value LP 8,877,781 $685M 15.14% +3,047,125 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 8,745,534 $674M 12.77% +463,921 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,745,534 $674M 11.19% +463,921 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,637,959 $666M 3.98% -1,508,053 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 8,336,989 $643M 2.64% +559,186 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,222,284 $634M 0.13% -472,847 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,961,778 $614M 3.38% +252,348 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,764,939 $599M 1.06% -134,335 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,069,013 $545M 1.59% -16,074 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,019,239 $541M 0.52% -715,983 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,634,431 $512M 0.19% -49,176 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 6,009,259 $463M +300,453 Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,830,885 $450M 5.47% +48,697 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 5,705,045 $440M 4.86% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,616,598 $433M 1.65% +134,552 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,379,027 $415M 9.5% -10,660 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,165,944 $398M 0.43% +89,513 13F-HR Timeline Group Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 5,114,358 $394M +192,223 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,887,959 $377M 0.22% +49,410 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,587,104 $354M 4.44% +9 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,313,184 $333M 0.42% -544,463 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,721,050 $287M 4.53% +60,774 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,700,591 $285M 0.44% +585,895 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,615,909 $279M 0.25% +82,950 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,556,125 $274M -15,668 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,518,181 $271M 0.37% -21,235 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,444,235 $266M 0.54% +547,762 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,440,498 $265M 0.31% +321,228 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,139,377 $242M -16,399 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,076,331 $237M 2.86% +19,371 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,198,871 $236M 4.99% -14,109 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,927,410 $226M 4.22% +62,161 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,762,927 $213M 2.71% +202,783 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,650,863 $204M 7.48% +94,261 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,567,109 $198M -19,035 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,500,263 $193M 0.16% -20,701 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,487,429 $192M 1.66% +5,375 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,339,052 $180M 3.01% -3,196 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,284,920 $176M 0.27% +8,618 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,191,683 $169M 0.62% +28,940 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,125,113 $164M 5.1% -9,345 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,064,728 $159M 9.6% +44,069 13F-HR Timeline SWF LLC More: the full row for SWF LLC 2,035,088 $157M 10.5% +9,067 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,938,937 $150M 3.62% +53,672 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,906,441 $147M +554,370 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,044,400 $146M 0.25% +29,904 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,897,411 $146M 7.13% -60,672 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,898,589 $145M 1.42% +76,611 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,840,675 $142M 7.03% -13,756 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,821,548 $140M 2.46% +23,611 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 1,811,344 $140M 4.21% -537,850 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,775,176 $137M 0.6% +1,480,184 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,758,601 $136M 1% +33,280 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,727,863 $133M 5.26% +7,459 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,725,716 $133M 1.45% -45,178 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,710,991 $132M 1.67% -54,907 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,687,739 $130M 1.79% +5,101 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,672,609 $129M 0.16% -266,945 13F-HR/A Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,615,391 $125M 7.59% +16,917 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,604,169 $124M 5.27% +48,024 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,592,514 $123M 2.54% -28,882 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,563,909 $121M 6.29% +15,110 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,554,960 $120M 0.27% +130,651 13F-HR/A Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 1,548,629 $119M 2.26% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,548,248 $119M 2.79% +490,090 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,532,850 $118M 1.41% -38,480 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,510,126 $116M 3.23% +49,235 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,504,893 $116M +208,305 Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,488,196 $115M 6.36% +33,580 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,484,086 $114M 1.1% -81,219 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,479,137 $114M 0.85% +8,643 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,467,792 $113M 6.83% +7,598 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,465,008 $113M 0.16% -206,471 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,462,118 $113M 0.08% +165,700 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,396,856 $108M 0.5% -41,358 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,394,914 $108M 4.65% -18,965 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,394,337 $108M <0.01% +6,774 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,385,892 $107M 0.55% -1,666,271 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,336,250 $103M 13.16% -63,635 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,324,394 $102M 0.32% +3,300 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,317,455 $102M 3.76% -125,059 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,307,580 $101M 10.81% +7,827 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,301,904 $100M 5.25% -22,349 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,292,307 $99.6M 4.32% -73,641 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,275,896 $98.4M 1.32% +18,243 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,239,853 $95.6M 1.5% -824,082 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,236,086 $95M -2,607 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,226,684 $94.6M 0.18% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,251,021 $94.4M 1.77% +22,993 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,224,173 $94.4M 0.28% -26,459 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,211,123 $93.4M 0.56% -174,067 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,205,401 $92.9M 1.16% +121,159 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,197,424 $92.3M 4.74% -10,598 13F-HR Timeline STATE OF MICHIGAN RETIREMENT SYSTEM More: the full row for STATE OF MICHIGAN RETIREMENT SYSTEM 1,194,710 $92.1M 0.41% +63,000 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,184,820 $91.4M +174,570 Timeline TIAA group of 5 filers holding More: the full row for TIAA 1,169,195 $90.2M +28,781 Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,153,834 $89M 1.11% -4,676 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,153,024 $88.9M 5.52% +43,599 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,150,363 $88.7M 3.87% -2,332 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,144,917 $88.3M 1.08% -29,467 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,112,664 $85.8M 6.84% -4,835 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,092,516 $84.2M 1.34% +43,593 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,098,494 $83.5M +541,553 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,231,477 $83.2M 0.03% +54,897 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 1,051,800 $81.1M 5% -36,550 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,048,475 $80.8M 12.7% -83,281 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,044,165 $80.5M 5.65% +71,949 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,043,164 $80.4M 5.83% +29,630 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,041,383 $80.3M 2.87% -41,593 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,027,514 $79.2M 0.46% +157,503 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 997,258 $76.9M 0.1% +266,787 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 989,255 $76.3M 0.09% +157,729 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 966,420 $74.5M 0.36% +444,117 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 965,352 $74.4M 0.06% +18,039 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 950,783 $73.3M 2.65% +56,257 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 945,484 $72.9M 0.71% +789,978 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 944,567 $72.8M 0.69% +16,974 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 943,201 $72.7M 1.21% +32,086 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 942,760 $72.7M 4.97% +33,964 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 931,862 $71.9M 1.7% +24,755 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 916,606 $70.7M 31.29% +13,359 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 908,557 $70.1M 5.15% -19,149 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 905,594 $69.8M 6.25% -18,892 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 907,553 $69.4M 6.82% -6,993 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 896,833 $69.2M 9.01% -37,362 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 894,548 $69M 4.88% +36,277 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 894,373 $69M 9.72% -16,485 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 888,514 $68.5M 4.04% -5,483 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 902,005 $68.1M 1.36% +7,726 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 877,936 $67.7M 0.72% -22,735 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 870,881 $67.2M 0.29% +97,760 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 870,006 $67.1M 0.31% -102,303 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 862,600 $66.5M 5.54% -36,550 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 861,198 $66.4M 1.28% new 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 860,493 $66.4M 6.61% +62,939 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 852,655 $65.7M 11.03% +11,543 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 844,065 $65.1M 15.2% +13,294 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 824,734 $63.8M 6.14% -19,482 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 825,602 $63.7M 0.54% +286,780 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 820,804 $63.3M 6.01% +45,318 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 812,619 $62.7M 2.94% +35,481 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 807,545 $62.3M 5.9% -4,430 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 803,877 $62M 3.91% -3,737 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 794,124 $61.2M 4.64% -8,619 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 777,549 $60M 2.86% +1,590 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 776,645 $59.9M 7.49% -693,531 13F-HR/A Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 775,465 $59.8M 0.03% -4,395 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 761,810 $58.7M 0.63% -9,496 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 754,694 $58.2M -573,275 Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 748,612 $57.7M 8.27% -83,417 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 743,061 $57.3M 1.57% +11,931 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 76,482 $57.3M 13.76% +67,582 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 735,629 $56.7M 0.2% +1,630 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 724,208 $55.8M 2.78% +10,827 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 720,093 $55.5M 9.78% +4,937 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 714,861 $55.1M 4.48% 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 711,692 $54.9M 4.26% +4,158 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 692,811 $53.4M 0.57% +1,054 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 689,177 $53.1M 2.65% +52,409 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 685,526 $52.9M 0.14% -1,783 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 782,210 $52.8M 2.15% +174,710 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 682,723 $52.6M 4.46% -4,126 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 677,768 $52.3M 0.8% 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 674,296 $52M 2.31% +32,622 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 674,236 $52M 2.03% +18,559 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 671,000 $51.7M 0.08% 0 13F-HR Timeline Group American Trust More: the full row for American Trust 669,220 $51.6M 3.98% +10,420 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 669,121 $51.6M 19.26% -1,148 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 659,401 $50.8M 1.31% -49,499 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 653,225 $50.4M 0.34% +73,992 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 650,722 $50.2M 0.37% +15,103 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 643,308 $49.6M 2.31% +30,446 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 640,045 $49.4M 5.38% +7,466 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 635,423 $49M +168,181 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 630,599 $48.6M 0.24% +25,927 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 626,853 $48.3M 0.64% +881 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 607,153 $46.8M 0.24% -11,211 13F-HR Timeline