NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 130,196,427 $8.07B +5,998,282 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 67,880,608 $4.21B 0.34% -1,576,700 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 59,972,950 $3.72B 0.7% +571,850 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 50,077,411 $3.11B 0.68% -133,180 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 38,719,798 $2.4B 0.83% +1,122,461 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 36,956,707 $2.29B 0.15% +36,351 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 36,672,022 $2.27B 0.13% -4,229,372 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 35,091,218 $2.18B +406,713 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 26,883,799 $1.67B 0.27% +8,902,270 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,588,226 $1.65B 0.32% +3,539,210 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 25,959,512 $1.61B 0.54% +867,800 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 25,581,794 $1.59B 0.03% +797,396 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 22,692,318 $1.41B 0.19% -192,871 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 22,478,016 $1.39B -751,874 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 17,411,049 $1.08B 0.07% -12,778,343 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. 15,612,577 $968M 0.62% -166,907 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 15,412,835 $956M 8.23% +250,966 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,821,322 $919M 5.17% -658,716 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,961,480 $866M 1.25% +282,615 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 12,540,574 $778M 6.67% +1,356,941 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,204,380 $632M 0.84% +5,285,095 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,844,405 $610M 0.15% +1,283,662 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,107,538 $565M 3.89% +1,854,733 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,041,121 $561M 2.09% -77,089 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,903,842 $552M 0.81% -1,127,731 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,493,316 $527M 1.05% +350,905 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 8,386,471 $520M 12.52% -545,540 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,386,471 $520M 10.51% -545,540 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,469,865 $463M 0.58% +86,256 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,044,601 $434M 1.72% +51,996 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,513,657 $404M 0.2% +167,430 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,039,307 $375M 0.49% -591,393 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,628,970 $349M -289,848 Timeline &PARTNERS More: the full row for &PARTNERS 5,551,780 $345M 2.65% +1,346,024 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,474,798 $340M 0.26% +949,720 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,400,020 $335M 9.63% +155,073 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,293,658 $328M 2.28% +411,109 13F-HR Timeline Starboard Value LP in group Starboard Value LP More: the full row for Starboard Value LP 5,250,656 $326M 5.64% +1,685,781 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,212,331 $323M 0.41% +113,440 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,800,760 $298M 0.25% -202,233 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 4,581,466 $284M 3.84% +35,315 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 4,555,207 $283M 3.4% +909,298 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,406,810 $273M 0.49% -86,038 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,237,099 $263M 5.84% -14,668 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,632,757 $225M 5.54% +160,857 13F-HR/A Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,587,217 $223M +301,164 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,473,705 $215M 0.38% +86,685 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,233,431 $201M 0.58% -12,526 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,203,403 $199M 3.68% +43,429 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,180,428 $197M -101,301 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,109,469 $193M 3.1% -75,396 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,799,778 $174M 0.67% -62,715 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,740,978 $170M 3.81% +64,401 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,611,984 $167M 0.28% +946,042 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,617,211 $162M 4.08% -3,632,035 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,574,014 $160M 0.27% -92,363 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,573,583 $160M 1.52% +17,304 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,480,098 $154M 3.51% new 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,388,327 $148M 0.33% +58,345 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,347,270 $146M 0.14% -167,999 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,345,325 $145M 0.26% -114,367 13F-HR/A Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,277,767 $141M 1.25% +4,968 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,268,824 $141M 5.22% +15,195 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,214,611 $137M 0.31% -8,887 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,203,629 $137M 6.39% +13,927 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,185,643 $136M 4.67% -93,343 13F-HR Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 2,140,000 $133M 6.14% -642,000 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,135,947 $132M 6.31% -104,628 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,114,781 $131M 2.04% -142,461 13F-HR/A Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,057,875 $128M 7.02% +61,832 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,051,213 $127M 0.64% -2,400,543 13F-HR/A Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,041,023 $127M 7.49% -630,619 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,963,013 $122M +173,821 Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,902,103 $118M -477,526 Timeline SWF LLC More: the full row for SWF LLC 1,868,846 $116M 13.46% +1,835,000 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,861,265 $115M 1.42% -34,467 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,807,885 $112M 8.71% -89,751 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,783,594 $111M 6.08% +50,992 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,770,444 $110M 1.32% +31,560 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,729,458 $107M 3.13% +134,179 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,705,387 $106M 1.71% -362,685 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,691,938 $105M 2.32% +50,486 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,643,920 $102M 1.21% +521,866 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,587,720 $98.5M 4.53% +26,933 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,574,000 $97.6M 5.36% -17,955 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,573,707 $97.6M 0.34% -30,928 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,552,763 $96.3M 1.65% -1,043,903 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,496,608 $92.8M 5.45% +17,063 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,461,720 $90.7M 0.07% +798,559 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,458,173 $90.4M <0.01% -44,268 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,457,901 $90.4M 7.02% -651 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,397,827 $86.7M 4.78% -34,851 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,388,812 $86.1M 5.36% +43,570 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,381,169 $85.7M 7.79% +66,072 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,366,519 $84.8M -22,429 Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,358,103 $84.2M 14.96% -17,200 13F-HR Timeline STATE OF MICHIGAN RETIREMENT SYSTEM More: the full row for STATE OF MICHIGAN RETIREMENT SYSTEM 1,351,510 $83.8M 0.43% -10,200 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,347,898 $83.6M 0.14% -104,518 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,339,430 $83.1M 6.47% +71,129 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,323,658 $82.1M 6.06% +2,625 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,305,320 $81M 5.4% -70,386 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,298,138 $80.5M 11.55% +23,366 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,276,269 $79.2M 4.57% -6,831 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,261,373 $78.2M 10.89% +22,208 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,253,707 $77.8M 6.83% +10,777 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,249,660 $77.5M 1.4% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,244,055 $77.2M 0.64% +80,515 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,226,189 $76M 1.93% +102,677 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,207,705 $74.9M 0.59% -439,426 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,193,396 $74M -45,956 Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,180,815 $73.2M 4.01% +28,863 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,179,994 $73.2M -132,955 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,179,588 $73.2M 0.19% -141,230 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,177,230 $73M 6.07% +46,589 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,168,387 $72.5M 1.09% +34,482 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,162,445 $72.1M 14.4% -68,244 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 1,141,922 $70.8M 10.65% +24,229 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,121,204 $69.5M 0.02% +39,050 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,102,344 $68.4M 8.2% +55,804 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 1,102,176 $68.4M 10.62% -5,715 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,088,333 $67.5M 0.21% -6,746 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,083,445 $67.2M 0.36% +74,893 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,066,129 $66.1M 1.08% -4,350 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 $64.7M 0.13% 0 13F-HR Timeline Group 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 Destination Wealth Management More: the full row for Destination Wealth Management 1,027,417 $63.7M 1.87% +21,194 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,011,058 $62.7M 4.15% +38,681 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,004,429 $62.3M 1.41% +15,302 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 990,856 $61.5M 2.5% +99,085 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 990,502 $61.4M 3.3% +521,196 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 976,846 $60.6M 5.42% +3,105 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 969,258 $60.1M 0.58% +168,005 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 951,472 $59M 1.53% -22,625 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 940,102 $58.3M 0.82% -46,245 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 898,676 $57.9M 1.67% -3,343 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 932,456 $57.8M 0.05% -1,609,674 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 916,270 $56.8M 0.79% -14,340 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 897,275 $55.6M 3.55% +6,135 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 894,894 $55.5M 0.61% -7,668 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 877,935 $54.4M 7.7% +27,616 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 873,652 $54.2M 5.71% +7,405 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 856,853 $53.8M 6.19% +6,770 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 862,279 $53.5M 1.28% +98,378 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 860,479 $53.4M 31.33% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 857,595 $53.2M 11.32% +11,034 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 847,081 $52.5M +45,736 Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 837,126 $51.9M 0.11% +589,597 13F-HR/A Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 835,714 $51.8M 0.64% -14,019 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 826,582 $51.3M 6.8% +12,316 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 822,862 $51M 6.44% new 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 820,549 $50.9M 4.87% +47,229 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 805,239 $49.9M 14.84% +22,245 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 798,326 $49.5M 0.03% +1,542 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 798,274 $49.5M 0.04% -54,594 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 792,742 $49.2M 1.31% -34,814 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 792,654 $49.2M 4.32% +18,265 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 790,118 $49M 4.42% -3,383 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 787,509 $48.8M 4.7% -7,206 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 776,230 $48.7M 2.28% +91,821 13F-HR Timeline American Trust More: the full row for American Trust 782,741 $48.5M 4.57% +18,062 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 780,507 $48.4M 6.04% +20,846 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 780,470 $48.4M 3.51% -8,857 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 771,412 $47.8M 0.67% +116,482 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 764,628 $47.4M 2.31% +49,710 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 763,065 $47.3M 3.73% +34,995 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 756,141 $46.9M 0.9% +70,459 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 725,169 $45M 6.22% -34,025 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 724,525 $44.9M 13.38% -1,715 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 716,177 $44.4M 0.16% -291,537 13F-HR Timeline Group FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 708,892 $44M 5.32% +70,608 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 707,403 $43.9M 5.17% +1,533 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 705,598 $43.8M -204,915 Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 696,158 $43.2M 2.76% +7,149 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 695,131 $43.1M 2.74% -3,137 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 690,178 $42.8M 9.36% -16,447 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 688,843 $42.7M 3.95% +57,156 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 683,248 $42.4M 3.29% -54,433 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 679,302 $42.1M 0.09% -252,683 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 679,166 $42.1M 0.12% -693,955 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 671,772 $41.7M 0.81% -469,300 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 669,107 $41.5M 0.3% +78,702 13F-HR/A Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 669,029 $41.5M 0.46% -147,379 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 667,558 $41.4M 3.26% -203,398 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 662,339 $41.1M 1.48% -70,339 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 662,091 $41.1M 4.2% +7,212 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 659,073 $40.9M 2.76% -3,288 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 655,386 $40.6M 8.3% +41,475 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 654,440 $40.6M 2.28% -26,428 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 648,678 $40.2M 0.53% +31,635 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 647,999 $40.2M 3.56% -16,858 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 647,557 $40.2M 4.94% -30,945 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 640,753 $39.7M 0.22% -1,680 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 639,038 $39.6M 18.06% +3,356 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 629,522 $39M 0.35% +23,151 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 627,554 $38.9M 0.86% +74,552 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 627,190 $38.9M 2.35% +881 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 624,180 $38.7M 0.13% -40,409 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 623,793 $38.7M 0.06% +46,773 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 620,416 $38.5M 1.72% -67,008 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 611,803 $37.9M 0.05% -9,430 13F-HR Timeline Group