NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 124,198,145 $7.25B +8,628,444 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 69,457,308 $4.05B 0.36% +1,669,430 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 59,401,100 $3.47B 0.69% +7,414,265 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 50,210,591 $2.93B 0.71% -1,037,373 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 40,901,394 $2.39B 0.15% -4,852,088 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 37,597,337 $2.19B 0.83% +1,998,826 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 36,920,356 $2.15B 0.15% +926,769 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 34,684,505 $2.02B +5,655,572 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,189,392 $1.76B 0.13% -8,771,736 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 25,091,712 $1.46B 0.57% -17,458,599 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 24,784,398 $1.45B 0.03% +111,751 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 23,229,890 $1.36B -511,058 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 23,049,016 $1.34B 0.3% -2,678,176 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,885,189 $1.34B 0.2% +1,602,288 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 17,981,529 $1.05B 0.2% +580,036 13F-HR/A Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 15,161,869 $932M 8.93% +4,306,550 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,779,484 $921M 0.48% -811,875 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,480,038 $903M 5.4% +7,873,056 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,678,865 $798M 1.33% +854,607 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 11,183,633 $653M 6.26% +457,152 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,031,573 $585M 0.94% +692,022 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,118,210 $532M 2.13% -121,897 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 8,932,011 $521M 12.63% +846,406 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,932,011 $521M 10.67% +846,406 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,560,743 $499M 0.13% -416,037 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,142,411 $475M 1.02% -143,279 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,383,609 $431M 0.58% +56,689 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,252,805 $423M 3.15% +81,228 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 6,992,605 $408M 1.77% -10,070 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,630,700 $387M 0.55% +394,207 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,346,227 $370M 0.19% +12,194 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 6,249,246 $365M 9.56% -390,517 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,918,818 $345M -7,989 Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,244,947 $306M 9.61% -13,074 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,098,891 $298M 0.4% +188,515 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 5,002,993 $292M 0.27% +58,485 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,919,285 $287M 0.47% +2,512,004 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 4,882,549 $285M 2.16% +216,871 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,546,151 $265M 3.83% +236,346 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,525,078 $264M 0.24% +926,999 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,492,848 $262M 0.54% +535,233 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,451,756 $260M 1.3% +767,130 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,251,767 $248M 5.75% -37,388 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,205,756 $246M 2.61% +814,174 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 3,645,909 $213M 2.69% +1,640,536 13F-HR Timeline Starboard Value LP in group Starboard Value LP More: the full row for Starboard Value LP 3,564,875 $208M 3.78% -400,393 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,471,900 $202M 5.65% +332,514 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,387,020 $198M 0.38% -5,693 13F-HR Timeline Group Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,286,053 $192M +16,099 Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,281,729 $191M +23,175 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,245,957 $189M 0.63% +351,475 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,184,865 $186M 3.67% +113,131 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 3,159,974 $184M 3.69% +75,834 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,862,493 $167M 0.7% -13,944 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 2,782,000 $162M 7.71% +1,233,000 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,676,577 $156M 3.37% +38,968 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,671,642 $156M 9.68% -5,478 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,666,377 $156M 0.3% +97,658 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,596,666 $152M 2.84% -38,199 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,556,279 $149M 1.5% +16,825 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 2,542,130 $148M 0.14% -264,416 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,515,269 $147M 0.16% -37,838 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 2,482,907 $145M 6.09% +31,017 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,459,692 $144M 0.32% +265,589 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 2,379,629 $139M +658,286 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,329,982 $136M 0.34% +51,263 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,278,986 $133M 4.63% +4,423 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,272,799 $133M 1.21% -56,817 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,257,242 $132M 2.17% -79,148 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,253,629 $131M 5.42% +54,092 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,240,575 $131M 6.85% +194,073 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,223,498 $130M 0.33% +572,876 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,189,702 $128M 6.5% +89,939 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,068,072 $121M 2.13% -7,326 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,996,043 $116M 7.12% -54,610 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,897,636 $111M 9.16% +48,351 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,895,732 $111M 1.45% +32,690 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,789,192 $104M +143,037 Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,738,884 $101M 1.41% +28,681 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,732,602 $101M 6.12% +1,719,673 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,665,942 $97.2M 0.19% -76,556 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,647,131 $96.1M 0.85% +51,138 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,641,452 $95.8M 2.31% +53,568 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,604,635 $93.6M 0.34% +46,585 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,595,279 $93.1M 2.96% +60,950 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,591,955 $92.9M 5.51% +15,067 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,560,787 $91.1M 4.54% -3,613 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 1,556,031 $90.8M 0.17% +140,910 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,502,441 $87.7M <0.01% +225,168 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,479,545 $86.3M 5.15% +10,569 13F-HR Timeline Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 1,472,640 $85.9M 0.35% new 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,458,552 $85.1M 6.97% +13,472 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,452,416 $84.7M 0.15% -33,479 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,432,678 $83.6M 5.12% +50,460 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,388,948 $81M -2,074 Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,375,706 $80.3M 6.03% +37,877 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,375,303 $80.2M 15.13% +127,055 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,373,121 $80.1M 0.24% +699,041 13F-HR Timeline STATE OF MICHIGAN RETIREMENT SYSTEM More: the full row for STATE OF MICHIGAN RETIREMENT SYSTEM 1,361,710 $79.5M 0.46% -692,800 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,345,242 $78.5M 5.23% -15,331 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,321,033 $77.1M 6.23% +41,478 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,320,818 $77.1M 0.22% +47,880 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,315,097 $76.7M 8.08% +99,738 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,312,949 $76.6M -403,975 Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,283,100 $74.9M 4.84% -12,707 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,274,772 $74.4M 11.36% -11,277 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,268,301 $74M 6.34% +18,760 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,242,930 $72.5M 6.83% +82,081 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,239,352 $72.3M +11,891 Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,239,165 $72.3M 11.08% +48,397 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,163,540 $67.9M 0.64% -22,775 13F-HR Timeline Group Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,230,689 $67.8M 14.61% +16,414 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,151,952 $67.2M 3.89% +18,511 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,141,072 $66.6M 1.29% +660,514 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,133,905 $66.2M 1.15% -10,016 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,130,641 $66M 6.14% -154,561 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,123,512 $65.6M 1.87% +33,866 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,122,054 $65.5M 0.9% +22,668 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,117,693 $65.2M 10.84% -10,277 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,033,266 $64.4M 5.9% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,095,079 $63.9M 0.22% +39,161 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,082,154 $63.1M 0.02% +47,494 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,070,479 $62.5M 1.33% +774,912 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,051,981 $61.4M 5.92% -89,415 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,046,540 $61.1M 8.01% -22,479 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 1,043,500 $60.9M 0.14% 0 13F-HR/A Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,032,772 $60.3M 1.8% +78,646 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,107,891 $59.5M 10.28% +7,085 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,008,552 $58.8M 0.36% -84,254 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,007,714 $58.8M 0.23% +51,625 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 1,006,223 $58.7M 1.85% +11,503 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 989,127 $57.7M 1.46% -1,164 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 986,347 $57.6M 0.89% +22,863 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 974,097 $56.8M 1.6% -18,127 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 973,741 $56.8M 5.36% +20,569 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 972,377 $56.7M 4.08% +26,321 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 931,985 $54.4M 0.12% +50,077 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 930,610 $54.3M 0.82% -3,547 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 910,513 $54.3M -23,111 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 902,562 $52.7M 0.64% +133,609 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 902,019 $52.5M 1.75% +28,086 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 891,771 $52M 2.32% -207,496 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 891,140 $52M 4.45% +5,745 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 870,956 $50.8M 4.36% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 866,247 $50.5M 5.65% -122 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 850,083 $49.9M 6.23% +34,074 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 852,868 $49.8M 0.05% -1,203,750 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 850,319 $49.6M 6.97% +35,924 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 849,733 $49.6M 0.67% -30,343 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 846,561 $49.4M 11.25% +15,818 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 827,556 $48.3M 1.4% -26,450 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 816,408 $47.6M 0.61% +813,108 13F-HR/A Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 814,266 $47.5M 6.83% 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 801,253 $46.8M 0.56% +16,741 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 801,345 $46.8M +190,351 Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 796,784 $46.5M 0.03% +20,785 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 794,715 $46.4M 4.81% +23,229 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 793,501 $46.3M 4.55% +38,779 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 789,327 $46.1M 3.56% -44,502 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 785,794 $45.9M 3.96% +25,281 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 782,994 $45.7M 15.03% +31,982 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 774,389 $45.2M 4.38% +29,782 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 773,320 $45.1M 4.57% +17,193 13F-HR Timeline American Trust More: the full row for American Trust 764,679 $44.6M 11% +17,065 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 763,901 $44.6M 1.22% +7,632 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 759,661 $44.3M 5.92% +5,537 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 759,194 $44.3M 6.45% -23,328 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 754,344 $44M 9.21% -120,498 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 750,916 $43.8M 5.89% +19,876 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 737,681 $43M 3.52% -9,213 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 732,678 $42.8M 1.59% -36,665 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 728,070 $42.5M 3.55% +27,543 13F-HR/A Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 726,240 $42.4M 13.5% -24,222 13F-HR Timeline Trilogy Capital Inc. 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