NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 135,989,156 $8.98B +3,333,789 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 69,097,876 $4.56B 0.33% +1,181,755 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 58,545,723 $3.86B 0.68% +2,998,287 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 52,370,849 $3.46B 0.67% -133,621 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 47,714,343 $3.15B 0.16% +6,134,648 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 36,986,458 $2.44B 0.15% -56,587 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 35,824,382 $2.36B 0.74% -2,836,041 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 34,707,681 $2.29B -335,086 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,556,481 $1.95B 0.28% +1,228,533 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 29,123,810 $1.92B 0.53% +1,406,203 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 26,691,520 $1.76B 0.03% +1,251,907 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 25,229,492 $1.67B 0.29% +1,482,873 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,466,166 $1.55B 0.2% +247,896 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 23,194,767 $1.53B +55,144 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,208,217 $1.07B 0.07% -188,978 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 15,669,801 $1.03B 7.21% +230,307 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,612,476 $1.03B 0.56% -18,037 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,042,290 $993M 1.18% +685,469 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 13,652,129 $901M 6.76% +536,820 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,971,281 $658M 4.21% +526,842 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,267,499 $612M 0.82% -157,759 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,057,211 $598M 2.14% -244,833 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,900,725 $588M 0.13% -58,136 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 8,223,783 $543M 1.03% -75,974 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,881,074 $520M 0.57% +114,880 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 7,792,453 $514M 12.25% -45,905 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 7,792,453 $514M 10.57% -45,905 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,642,952 $504M 4.01% -7,275,118 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,993,740 $463M 2.42% +460,151 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,006,604 $462M 1.78% +37,087 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,827,466 $451M 0.27% +681,477 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,595,206 $435M 0.17% +28,772 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 6,015,226 $397M 5.04% +1,572,184 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,584,665 $369M -39,130 Timeline MAI Capital Management More: the full row for MAI Capital Management 5,429,206 $358M 2.07% +114,027 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,372,551 $355M 9.17% +27,664 13F-HR Timeline Starboard Value LP in group Starboard Value LP More: the full row for Starboard Value LP 5,250,656 $347M 6.56% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 5,170,837 $341M 0.45% -625,195 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,102,306 $337M 0.49% +110,082 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,088,696 $336M 0.39% -86,522 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,869,460 $322M 0.44% +1,415,031 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 4,760,563 $314M 0.22% -27,436 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,614,881 $305M 4.69% +372,518 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 4,596,783 $303M 3.43% +41,576 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,631,061 $240M 0.26% +229,089 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,569,736 $236M 4.06% +344,843 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,465,910 $229M 0.36% +13,457 13F-HR Timeline Group Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,396,205 $224M -46,953 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,309,147 $218M 0.53% +272,209 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,346,008 $214M 4.76% -351,833 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,184,078 $210M +150,065 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,079,521 $203M 1.11% +174,722 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,032,779 $200M 2.68% -120,127 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,920,753 $193M 3.88% +134,600 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,888,646 $191M 0.34% +488,146 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,860,883 $189M 0.28% -69,979 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 2,775,837 $183M 0.73% -5,125 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,550,909 $176M 0.24% -52,072 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,585,227 $171M 1.52% +11,466 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,518,698 $166M +396,330 Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,491,663 $164M 6.87% +150,234 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,479,082 $164M 0.15% +78,040 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,448,134 $162M 3.03% -32,334 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,327,527 $154M 0.29% +89,531 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,283,286 $151M 5.26% +23,033 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,275,104 $150M 0.23% -26,934 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,164,597 $143M 4.66% +1,721 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,110,354 $139M 0.59% +27,615 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 2,035,302 $134M 6.83% -17,984 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,958,248 $129M 9% +86,210 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,820,410 $125M 1.36% +8,776 13F-HR Timeline SWF LLC More: the full row for SWF LLC 1,868,846 $123M 12.47% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,850,827 $122M 2.12% +1,536,335 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,840,661 $121M 5.28% -44,971 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,832,117 $121M 3.34% +59,664 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,820,602 $120M 1.6% -91,876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,815,813 $120M 5.99% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,804,699 $119M 1.35% -30,195 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,787,803 $118M 2.16% +76,186 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,725,917 $114M 5.12% +36,886 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,722,738 $114M 0.86% +15,353 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,676,690 $111M 1.69% -7,959 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,644,259 $109M 0.99% -616,594 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,635,791 $108M 0.17% +220,469 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,614,065 $107M 4.47% +23,797 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,602,356 $106M 1.54% -33,459 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,600,683 $106M 2.27% -226,645 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,578,398 $104M 7.08% +89,867 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,517,564 $100M 5.37% +18,843 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,512,766 $99.8M 4.82% +67,967 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 1,475,728 $97.4M 15.41% +60,340 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,425,835 $94.6M -411,476 Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,420,000 $93.7M 2.89% -85,000 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,417,770 $93.6M 6.46% +43,068 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,412,434 $93.2M 6.17% +37,963 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,412,318 $93.2M 4.95% -236,948 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,398,363 $92.3M 0.3% -43,373 13F-HR/A Timeline Group Lee Financial Co More: the full row for Lee Financial Co 1,395,429 $92.1M 12.43% +31,075 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,370,999 $90.5M <0.01% -50,988 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,362,709 $89.9M +145,604 Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,349,996 $89.1M 5.13% -25,901 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,344,695 $88.7M 0.61% +90,780 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,318,017 $87M 0.29% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,276,215 $84.2M -125,512 Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,273,105 $84M 10.58% +4,541 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,254,237 $82.8M 1.68% -13,243 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,238,582 $81.7M 5% -26,345 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,235,649 $81.6M 6.69% -5,899 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,216,160 $80.3M 0.18% +2,447 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,163,881 $80M 1.66% +5,402 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,209,798 $79.8M 0.06% -255,304 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,193,498 $78.8M 0.02% +46,428 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,173,446 $77.4M 1% +101,872 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,173,220 $77.4M 1.09% +2,726 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,146,465 $75.7M 0.2% +57,651 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,144,712 $75.6M +8,106 Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,140,376 $75.3M 13.61% +1,229 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,134,512 $74.9M 5.99% -316,398 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,121,755 $74M 3.43% +12,420 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 1,088,350 $71.8M 4.95% +189,200 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,069,417 $70.6M 2.57% +29,322 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,049,797 $69.3M 1.24% +122,379 13F-HR/A Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,043,354 $68.9M 1.8% +7,640 13F-HR Timeline STATE OF MICHIGAN RETIREMENT SYSTEM More: the full row for STATE OF MICHIGAN RETIREMENT SYSTEM 1,034,810 $68.3M 0.33% -248,000 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,014,946 $67M 3.7% +18,077 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 999,524 $66M 10.61% -84,105 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 992,676 $65.5M 3.03% +6,848 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 991,093 $65.4M +5,042 Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 981,070 $64.8M 9.34% -72,190 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 Bangor Savings Bank More: the full row for Bangor Savings Bank 965,131 $63.7M 5.12% -22,963 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 912,621 $63.6M 1.57% +6,807 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 949,241 $62.6M 0.29% -79,052 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 944,643 $62.3M 0.05% +13,142 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 941,372 $62.1M 0.78% -3,652 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 930,710 $61.4M 5.44% +29,161 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 922,125 $60.6M 0.24% -5,063 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 872,166 $60M 2.41% +36,381 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 905,871 $59.8M 6.48% -842 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 901,518 $59.5M 0.73% -18,531 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 899,150 $59.3M 5.13% +860,200 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 886,744 $58.5M 30.22% +19,316 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 882,128 $58.2M 0.47% -19,230 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 867,419 $57.2M 4.59% +35,073 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 859,610 $56.7M 0.74% +46,908 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 847,139 $55.9M 10.81% -5,468 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 844,176 $55.7M 4.58% +90,359 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 843,199 $55.7M 6.05% +4,813 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 830,319 $54.8M 5.46% -35,452 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 830,208 $54.8M 14.7% +12,122 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 825,605 $54.5M 5.89% +1,662 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 819,258 $54.1M 4.72% +35,958 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 814,807 $53.8M 4.11% +2,860 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 798,240 $52.7M 0.61% -22,438 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 789,943 $52.1M 0.3% +561,739 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 788,636 $52.1M 0.03% +770,165 13F-HR/A Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 787,684 $52M 3.93% +14,634 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 771,777 $50.9M 2.8% +29,405 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 769,235 $50.8M 0.92% +16,540 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 753,414 $49.7M 5.34% +26,039 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 743,837 $49.1M 3.16% -30,128 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 733,736 $48.4M 7.44% +21,459 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 733,330 $48.4M 1.25% -19,048 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 730,079 $48.2M 0.07% +63,303 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 722,654 $47.7M 1.44% +31,578 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 710,578 $46.9M 2.64% +15,385 13F-HR Timeline Single Point Partners, LLC More: the full row for Single Point Partners, LLC 710,034 $46.9M 9.27% +7,035 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 705,559 $46.6M 2.42% +114,658 13F-HR Timeline First Business Financial Services, Inc. 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