NORTHWESTERN MUTUAL INVESTMENT MANAGEME… group of 2 filers holding More: the full row for NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 137,388,850 $9.28B +1,399,694 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 67,162,982 $4.54B 0.33% -1,934,894 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 58,734,173 $3.97B 0.73% +188,450 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 53,508,393 $3.61B 0.72% +1,137,544 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 52,974,655 $3.58B 0.19% +5,260,312 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 40,473,497 $2.73B 0.36% +10,917,016 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 36,882,226 $2.49B 0.15% -104,232 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 36,437,011 $2.46B 0.76% +612,629 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 36,369,442 $2.46B +1,661,761 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 27,964,904 $1.89B 0.03% +1,273,384 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 24,510,723 $1.66B +1,315,956 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,838,148 $1.61B 0.21% +371,982 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 23,069,377 $1.56B 0.41% -6,054,433 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 22,027,238 $1.49B 0.28% -3,202,254 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 16,820,236 $1.1B 0.07% +612,019 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,112,547 $1.09B 1.27% +1,070,257 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. 15,872,639 $1.07B 0.62% +260,163 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 15,798,650 $1.07B 7.19% +128,849 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 13,833,265 $934M 6.94% +181,136 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 10,146,012 $685M 4.45% +174,731 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 9,954,225 $672M 0.91% +686,726 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,151,043 $618M 2.26% +93,832 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,695,131 $587M 0.14% -205,594 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 8,285,383 $560M +2,700,718 Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 8,281,613 $559M 12.03% +489,160 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 8,281,613 $559M 10.42% +489,160 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,269,770 $549M 0.26% +1,442,304 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,899,274 $533M 1.08% -324,509 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,777,803 $526M 2.6% +784,063 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 7,735,222 $522M 0.55% -145,852 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,709,430 $521M 4.09% +66,478 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,085,087 $478M 1.9% +78,483 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,683,607 $451M 0.19% +88,401 13F-HR Timeline Group Starboard Value LP in group Starboard Value LP More: the full row for Starboard Value LP 5,830,656 $394M 8.62% +580,000 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 5,782,188 $390M 5.29% -233,038 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,708,806 $385M +606,500 Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 5,705,045 $385M 4.37% +1,108,262 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 5,482,046 $370M 2.1% +52,840 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 5,389,687 $364M 9.29% +17,136 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,076,431 $343M 0.42% -12,265 13F-HR Timeline Group Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 4,922,135 $329M +52,675 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,857,647 $328M 0.46% -313,190 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 4,838,549 $327M 0.22% +77,986 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,587,095 $310M 4.42% -27,786 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,660,276 $247M 4.39% +90,540 13F-HR Timeline Alaska Permanent Capital Management, LLC group of 2 filers holding More: the full row for Alaska Permanent Capital Management, LLC 3,571,793 $241M +175,588 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,539,416 $239M 0.37% +73,506 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,532,959 $239M 0.25% -98,102 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 3,155,776 $213M -28,302 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,119,270 $211M 0.31% +258,387 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,114,696 $210M 0.37% +226,050 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,212,980 $210M 5.01% -133,028 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,056,960 $206M 2.87% +24,181 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,052,163 $206M 1.05% -27,358 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,896,473 $196M 0.54% -412,674 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,865,249 $193M 3.91% -55,504 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,586,144 $175M +67,446 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,560,144 $173M 2.7% +709,317 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,556,602 $173M 7.13% +64,939 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,520,964 $170M 0.16% +41,882 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,482,054 $168M 1.54% -103,173 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,349,194 $159M 5.34% +65,908 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,342,248 $158M 3.04% -105,886 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,276,302 $154M 0.27% -51,225 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,162,743 $146M 0.63% +52,389 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,161,045 $146M 0.1% +1,904,286 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,134,458 $144M 4.79% -30,139 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,063,935 $139M 2.26% +1,476,421 13F-HR Timeline SWF LLC More: the full row for SWF LLC 2,026,021 $137M 11.93% +157,175 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,020,659 $136M 9.26% +62,411 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,958,083 $132M 6.99% -77,219 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,939,554 $131M 0.19% -335,550 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,014,496 $130M 0.29% -536,413 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,885,265 $127M 3.51% +53,148 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,854,431 $125M 6.49% +38,618 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,821,978 $125M 1.41% +1,568 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,797,937 $121M 2.42% +10,134 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,770,894 $120M 1.41% -33,805 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,765,898 $119M 1.66% -54,704 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,725,321 $117M 0.88% +2,583 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,720,404 $116M 5.13% -5,513 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,682,638 $114M 1.74% +5,948 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,671,479 $113M 0.18% +35,688 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,621,396 $109M 2.38% +20,713 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 1,598,474 $108M 7.25% +20,076 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,571,330 $106M 1.58% -31,026 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,565,305 $106M 1.04% -78,954 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,556,145 $105M 5.03% +43,379 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,548,799 $105M 5.88% +31,235 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,470,494 $99.3M 0.87% +1,177,199 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,460,891 $98.7M 3.13% +391,474 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,460,194 $98.6M 6.64% +42,424 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 1,454,616 $98.2M 6.39% +42,182 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 1,470,176 $98.2M 9.33% +736,440 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,442,514 $97.4M 4.08% -398,147 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,438,214 $97.1M 0.52% +931,067 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,424,309 $96.2M 0.25% +277,844 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,413,879 $95.5M 5.15% +1,561 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 1,399,885 $94.5M 13.34% +4,456 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 1,387,563 $93.7M <0.01% +16,564 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,365,948 $92.2M 4.11% -248,117 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 1,352,071 $91.3M -10,638 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,343,949 $90.8M 0.3% -54,414 13F-HR/A Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 1,327,969 $89.7M +804,781 Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 1,324,253 $89.4M 5.22% -25,743 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,321,094 $89.2M 0.33% +3,077 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 1,299,753 $87.8M 11.33% +26,648 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,296,588 $87.6M +20,373 Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,296,418 $87.5M 0.07% +86,620 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,257,653 $84.9M 1.31% +3,416 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,228,028 $84.1M 1.73% +64,147 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,238,693 $82.9M -187,142 Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,208,022 $81.6M 4.93% -30,560 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,174,384 $79.3M 1.1% +1,164 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,084,242 $78.4M 1% +224,632 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,158,510 $78.2M 0.96% -14,936 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,152,695 $77.8M 3.76% +30,940 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,176,580 $77.7M 0.03% -16,918 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 1,140,414 $77M -4,298 Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,131,756 $76.4M 13.23% -8,620 13F-HR Timeline STATE OF MICHIGAN RETIREMENT SYSTEM More: the full row for STATE OF MICHIGAN RETIREMENT SYSTEM 1,131,710 $76.4M 0.4% +96,900 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,117,499 $75.5M 6.79% -118,150 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,109,425 $74.9M 5.9% -25,087 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 1,088,350 $73.5M 5.22% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,082,976 $73.1M 3.21% +68,030 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,058,158 $71.5M 1.86% +14,804 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,048,923 $70.8M 2.27% -874 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,013,534 $68.4M 5.84% +82,824 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 1,010,250 $68.2M +19,157 Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 911,115 $66M 1.15% +141,880 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 934,195 $65.9M 9.19% -46,875 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 972,309 $65.7M 0.31% +23,068 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 972,216 $65.7M 5.17% +128,040 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 894,526 $65.6M 2.52% +22,360 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 894,279 $65M 1.45% -18,342 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 947,313 $64M 0.06% +2,670 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 927,706 $62.6M 5.01% -37,425 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 927,593 $62.6M 0.57% -13,779 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 924,486 $62.4M 6.28% +94,167 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 914,546 $62.3M 6.79% +8,675 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 910,858 $61.5M 9.33% -564,870 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 908,796 $61.4M 4.65% +41,377 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 907,107 $61.3M 1.61% +896,063 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 903,247 $61M 30.54% +16,503 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 900,671 $60.8M 0.72% -847 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 899,150 $60.7M 5.54% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 893,997 $60.4M 3.94% +235,736 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 870,011 $58.8M 0.44% -12,117 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 858,271 $58M 4.71% +43,464 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 844,216 $57M 6.09% +1,017 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 841,112 $56.8M 11% -6,027 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 832,029 $56.2M 9.12% -167,495 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 831,526 $56.2M 0.08% +101,447 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 830,771 $56.1M 14.87% +563 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 811,975 $54.8M 5.68% -13,630 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 807,614 $54.5M 3.87% +19,930 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 802,743 $54.2M 4.51% -16,515 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 797,554 $53.9M 5.99% +277,653 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 779,860 $52.7M 0.03% -8,776 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 777,138 $52.5M 2.71% +71,579 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 775,959 $52.4M 2.75% +4,182 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 775,486 $52.4M 5.58% +22,072 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 773,121 $52.2M 0.25% +553,963 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 771,306 $52.1M 0.62% -26,934 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 733,999 $49.6M 0.19% -188,126 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 731,130 $49.4M 1.48% +8,476 13F-HR/A Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 730,471 $49.3M 0.07% 13F-HR Timeline Group Single Point Partners, LLC More: the full row for Single Point Partners, LLC 715,156 $48.3M 9.61% +5,122 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 713,381 $48.2M 2.7% +2,803 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 708,900 $47.9M 1.3% -24,430 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 707,534 $47.8M 4.25% +10,762 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 691,757 $46.7M 0.57% +32,452 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 687,309 $46.4M 0.13% +34,344 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 686,849 $46.4M 4.47% +23,025 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 671,000 $45.3M 0.08% 0 13F-HR Timeline Group New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 670,269 $45.3M 18.92% +13,471 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 660,944 $44.6M 0.12% -27,480 13F-HR Timeline Group American Trust More: the full row for American Trust 658,800 $44.5M 3.93% +8,677 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 655,677 $44.3M 1.97% +9,352 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 641,674 $43.3M 2.16% +35,050 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 636,768 $43M 2.4% +150,289 13F-HR/A Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 635,619 $42.9M 0.35% +9,748 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 635,079 $42.9M 6.45% -19,767 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 632,579 $42.7M 5.25% +3,897 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 625,972 $42.3M 0.62% -9,414 13F-HR/A Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 618,364 $41.8M 0.23% +234,931 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 612,862 $41.4M 2.24% +31,619 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 604,672 $40.8M 0.23% +24,389 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 603,874 $40.8M 1.7% -4,327 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 602,577 $40.7M 4.6% -93,736 13F-HR Timeline FORM Wealth Advisors, LLC More: the full row for FORM Wealth Advisors, LLC 596,597 $40.3M 4.72% -90,679 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 596,015 $40.2M 0.43% +564,257 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 607,500 $40.1M 1.94% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 591,793 $40M 4.43% -20,816 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 556,941 $39.9M +425,473 Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 586,244 $39.6M 3.29% +10,648 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 579,233 $39.1M 0.3% +16,930 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 569,512 $38.5M 2.76% -3,054 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 565,412 $38.2M 2.62% +4,223 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 561,701 $37.9M 0.06% -11,103 13F-HR Timeline Group