Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,977,443 $490M 5.13% -150,462 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,844,032 $233M 0.01% +420,010 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,677,633 $219M 0.05% -1,369,036 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,202,282 $98.5M 0.01% +305,886 13F-HR Timeline Group NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1,094,986 $89.7M 0.13% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,026,218 $84.1M <0.01% +31,794 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 940,857 $77.1M 0.13% -12,916 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 654,722 $53.6M 0.47% -3,760 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 610,501 $50M 0.04% +6,988 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 533,830 $43.7M 1.57% +25,994 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 404,717 $33.2M 0.03% +1,218 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 334,311 $27.4M 1.09% -11,452 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 261,853 $21.5M 3.97% +31,251 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 254,769 $20.9M 0.03% -173,846 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 226,260 $18.5M 0.03% +74,394 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 225,182 $18.4M 0.05% -11,255 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 208,888 $17.1M 5.01% -1,004 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 204,312 $16.7M <0.01% +338 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 203,327 $16.7M <0.01% +2,167 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 190,959 $15.6M 1.54% +8,130 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 182,292 $14.9M 0.86% -2,137 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 163,132 $13.4M 0.02% +27,747 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 151,502 $12.4M 0.09% +6,053 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 148,371 $12.2M 1.46% +721 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 146,502 $12M 0.01% +6,674 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 140,969 $11.5M <0.01% -10,486 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 138,788 $11.4M 0.51% -1,495 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 132,979 $10.9M 0.42% -2,708 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 109,734 $8.99M <0.01% -2,120 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 105,514 $8.64M <0.01% 0 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 101,789 $8.34M <0.01% +44,022 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 88,933 $7.29M +1,196 Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 88,047 $7.21M 0.7% +1,090 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 77,364 $6.35M 0.04% -1,358 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 72,703 $5.96M 1.2% -3,710 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 71,814 $5.88M 0.06% -183 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 70,357 $5.76M 0.01% -607 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 65,760 $5.39M 0.87% 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 65,203 $5.34M <0.01% +3,413 13F-HR Timeline Group ES4, LLC More: the full row for ES4, LLC 51,646 $4.23M 2.22% +536 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,057 $3.36M <0.01% +898 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 38,988 $3.19M 0.96% -2,056 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 33,871 $2.78M 0.07% -1,079 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 29,978 $2.59M 0.85% +1,320 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 31,319 $2.54M 1% +1,045 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 30,758 $2.52M <0.01% +17,973 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 29,553 $2.42M 0.26% +6,411 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 28,683 $2.35M 0.93% -855 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 28,089 $2.3M 0.35% -566 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 27,892 $2.29M 0.13% -3,568 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 25,132 $2.06M 0.07% -4,149 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 25,132 $2.06M 0.23% -4,149 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 24,134 $1.98M 0.54% +479 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 23,186 $1.9M 0.51% -57 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 21,256 $1.74M 0.26% -716 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 20,694 $1.7M 0.01% +907 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 20,236 $1.66M <0.01% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 20,066 $1.64M 0.2% +13,693 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,262 $1.58M <0.01% +60 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 18,903 $1.55M 1.07% -1,800 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 18,884 $1.55M <0.01% -1,252 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 18,257 $1.5M 0.85% -394 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 17,776 $1.46M 0.15% -3,200 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 17,579 $1.44M 0.5% -4,548 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 16,503 $1.35M <0.01% -3,310 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 14,622 $1.2M 0.18% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,462 $1.18M 0.01% +3 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 16,589 $1.1M 0.39% +6,172 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 13,077 $1.07M 0.95% +4,028 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 12,464 $1.02M 0.54% 0 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 12,129 $994K 0.85% +4,632 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 12,039 $986K 0.07% +45 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 11,574 $948K 0.08% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,565 $866K <0.01% 0 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 10,543 $864K <0.01% +538 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,295 $762K 0.87% +19 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 9,266 $759K 0.29% -38 13F-HR Timeline Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 9,086 $744K 0.26% -190 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,955 $734K <0.01% +4,239 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,906 $730K <0.01% +148 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,814 $722K <0.01% +3,054 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 8,476 $694K <0.01% -285 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 8,398 $688K <0.01% +1,191 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 8,338 $683K <0.01% +657 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 8,317 $681K 0.01% 0 13F-HR/A Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,204 $672K 0.05% -823 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 7,944 $651K 0.01% 0 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 7,766 $636K 0.43% 0 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,737 $634K 0.1% -321 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,715 $632K 0.01% +10 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,592 $622K <0.01% +556 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,612 $622K <0.01% +2,124 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 7,467 $612K 0.18% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,165 $587K <0.01% -11 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 6,887 $564K <0.01% -1,588 13F-HR/A Timeline SUMMITPOINT CAPITAL MANAGEMENT More: the full row for SUMMITPOINT CAPITAL MANAGEMENT 6,501 $533K 0.57% -416 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,136 $503K 0.03% +84 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 6,110 $501K <0.01% -1,130 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,089 $499K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,943 $487K <0.01% +2,847 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,808 $476K 0.03% -1,456 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,608 $459K <0.01% +611 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,493 $450K <0.01% -398 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 5,519 $448K <0.01% +85 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 5,397 $444K 0.1% +1,286 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,398 $442K <0.01% +811 13F-HR Timeline Edgemoor Investment Advisors, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 3,783 $310K <0.01% -3,561 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,739 $306K 0.01% +99 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,707 $304K <0.01% -17 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,617 $296K <0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,554 $291K <0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 3,369 $276K 0.15% -67 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 3,189 $261K <0.01% new 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 3,167 $259K 0.1% 0 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,109 $255K 0.07% +129 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,981 $244K 0.02% -115 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,981 $244K 0.14% -115 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,044 $244K <0.01% +108 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 2,900 $238K 0.03% -3 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,892 $237K 0.01% 0 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,854 $234K 0.02% 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 2,672 $219K <0.01% new 13F-HR Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 2,565 $210K 0.17% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 2,462 $202K 0.05% new 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,457 $201K 0.05% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,080 $170K <0.01% -723 13F-HR Timeline AMERIFLEX GROUP, INC. 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More: the full row for LANARK FINANCIAL, INC. 575 $47.1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 507 $41K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 488 $40K <0.01% 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 483 $39.5K 0.01% +1 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 409 $33.4K <0.01% +124 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 395 $32.4K 0.01% -19 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 382 $31.3K <0.01% -199 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 363 $29.7K <0.01% -18 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 349 $28.6K <0.01% -107 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 314 $25.7K <0.01% +20 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 301 $24.7K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 246 $20.2K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. 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