BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 79,917,650 $11.4B 0.2% +9,205,432 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 65,970,413 $9.4B 1.87% +2,059,966 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 14,373,487 $2.05B 4.49% +2,761,411 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,102,023 $1.72B +908,468 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 10,650,612 $1.58B 0.51% +676,317 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,617,929 $1.51B 2.86% -62,926 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 10,203,087 $1.45B 0.09% -696,679 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,618,420 $943M 0.07% +201,142 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,929,433 $845M 0.22% -394,791 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 5,345,013 $761M 8.14% +4,095,130 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,268,890 $608M +612,665 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 4,042,349 $576M 16.88% +404,119 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,872,493 $552M 6.31% -31,491 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 3,595,344 $512M 10.72% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,185,211 $454M 6.32% -48,560 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,900,761 $413M 8.98% +148,477 13F-HR Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 2,246,560 $320M 3.73% 0 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,049,370 $292M 0.2% -35,359 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,948,805 $278M 1.13% -37,595 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,948,699 $278M 0.09% -115,656 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,919,909 $273M 0.06% -151,134 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,864,476 $266M 0.38% -97,990 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 1,803,511 $257M 25.52% +29,107 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,711,050 $244M 0.96% -76,600 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,752,924 $242M 0.02% +200,292 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,683,425 $240M 0.22% +186,844 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,616,418 $230M 2.66% +68,712 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,580,910 $225M 12.81% +92,615 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,519,015 $216M 0.38% +12,738 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,510,211 $215M 22.77% -96,479 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,482,653 $211M 0.31% -77,372 13F-HR Timeline Group Cisco Systems, Inc. in group Cisco Systems, Inc. More: the full row for Cisco Systems, Inc. 1,372,500 $195M 61.65% -50,000 13F-HR Timeline Group Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 1,343,930 $191M 20.29% +188,806 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,339,942 $191M 17.17% -16,125 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,290,599 $184M 0.26% +88,685 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,221,359 $174M 27.83% +12,638 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,181,952 $168M 5.82% +130,075 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,151,630 $164M 0.03% +23,930 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,141,392 $163M 2.93% -1,212,492 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,118,776 $159M +2,601 Timeline Constellation Investments, Inc. More: the full row for Constellation Investments, Inc. 1,108,000 $158M 5.24% +500,000 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,107,276 $158M 15.26% +109,337 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,096,242 $156M 0.18% -43,140 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,054,680 $150M 2.43% +315,179 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,050,980 $150M 0.01% +60,672 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,033,105 $147M -6,338 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,002,300 $143M 0.93% -18,378 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 994,820 $142M 48.01% +224 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 968,315 $138M 11.27% +50,003 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 990,403 $138M 0.07% +253,274 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 929,652 $132M 24.15% +51,767 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 918,546 $131M 0.14% -11,624 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 831,680 $118M 0.18% +5,356 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 827,509 $118M 11.93% -46,553 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 803,434 $114M 0.12% +2,438 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 786,111 $112M 1.94% +153,521 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 772,851 $110M 12.23% +136,187 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 742,657 $106M 6.53% -33,737 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 731,384 $104M 2.42% +368,506 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 704,573 $100M 2.14% +33,278 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 671,625 $95.7M 5.69% -66,733 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 656,705 $93.5M 0.24% -8,917 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 620,346 $88.4M 9.17% -13,195 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 587,001 $83.6M 10.37% -102,577 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 577,496 $82.3M 0.24% +36,696 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 532,581 $76.1M 0.11% +62,197 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 514,613 $73.3M 0.13% +89,174 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 507,620 $72.3M 0.62% -68,825 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 493,093 $70.2M +41,123 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 489,745 $69.8M 0.18% -45,876 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 484,522 $69M 2.6% +18,188 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 465,585 $66.3M 2.36% +66,042 13F-HR Timeline Friday Financial More: the full row for Friday Financial 464,604 $66.2M 22.8% +19,920 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 458,390 $65.3M 0.28% +7,701 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 454,946 $64.8M 12.1% +416,182 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 451,482 $64.3M 0.18% -59,893 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 443,636 $63.2M 0.04% +6,828 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 439,711 $62.6M 2.87% -4,138 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 431,442 $59.7M 2.59% +27,174 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 415,996 $59.3M 10.1% +11,919 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 412,884 $58.8M 0.01% +195,013 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 395,545 $56.3M 1.18% +56,436 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 394,861 $56.2M 9.86% new 13F-HR Timeline Steffes Financial, Ltd. More: the full row for Steffes Financial, Ltd. 392,836 $56M 29.53% -3,068 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 390,475 $55.6M 0.34% -12,516 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 389,492 $55.5M 8.4% +11,689 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 377,781 $53.8M 2.07% +37,599 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 377,533 $53.8M 8.08% +33,701 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 365,958 $52.1M 0.26% +6,524 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 357,629 $50.9M 17.08% -102,632 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 353,225 $50.3M 7.31% -2,043 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 350,348 $49.9M 2.06% +16,690 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 345,197 $49.2M 0.24% +101,517 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 342,517 $48.8M 25.71% -3,237 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 338,550 $48.2M 0.92% -5,954 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 334,051 $47.6M 0.02% +16,291 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 331,762 $47.3M 0.25% +162,823 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 330,815 $47.1M 0.68% +4,325 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 328,100 $46.7M 10.24% -4,534 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 322,440 $46.3M 1.71% new 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 321,151 $45.7M 8.11% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 320,658 $45.7M 1.02% -4,142 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 317,668 $45.2M 17.03% +5,907 13F-HR Timeline Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 310,000 $44.2M 1.04% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 307,418 $43.8M 0.07% +18,477 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 306,121 $43.6M 14.88% +41,660 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 304,077 $43.3M 0.2% +44,383 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 297,408 $42.4M 4.41% +11,826 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 288,878 $41.1M 10.32% +403 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 287,937 $41M 2.02% -30,333 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 285,932 $40.7M 1.71% -137 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 285,740 $40.7M 1.07% -47,996 13F-HR Timeline Group Financial Designs Corp More: the full row for Financial Designs Corp 284,249 $40.5M 22.54% +1,086 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 288,164 $40.1M 0.09% -171,377 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 276,243 $39.3M 0.05% -203,662 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 268,122 $38.2M 5.57% -2,645 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 264,468 $37.7M 0.91% -3,739 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 263,005 $37.5M 17.99% +8,299 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 257,812 $36.7M 1.43% -152 13F-HR Timeline Reliant Wealth Planning More: the full row for Reliant Wealth Planning 255,733 $36.4M 11.01% -6,753 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 252,919 $36M 4.97% -981,528 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 245,614 $35M 0.43% -243,493 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 239,320 $34.1M 0.45% +6,286 13F-HR Timeline Aspirean Wealth, LLC More: the full row for Aspirean Wealth, LLC 233,757 $33.3M 36.16% +4,528 13F-HR Timeline Independent Order of Foresters More: the full row for Independent Order of Foresters 233,510 $33.3M 32.65% -439,234 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 232,526 $33.1M 0.39% -2,749 13F-HR Timeline Squire Investment Management Company, L… More: the full row for Squire Investment Management Company, LLC 232,201 $33.1M 9.19% +16,821 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 228,835 $32.6M +141,256 Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 227,909 $32.5M 10.71% +11,534 13F-HR Timeline Alaska Permanent Capital Management, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Permanent Capital Management, LLC 226,367 $32.2M 2.26% -3,212 13F-HR Timeline Group Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 226,003 $32.2M 25.89% +6,983 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 223,533 $31.8M 3.03% -3,259 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 221,090 $31.5M 0.43% -3,572 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 220,249 $31.4M 15.48% +11,782 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 220,145 $31.4M 0.25% +23,926 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 218,187 $31.1M 1.67% +3,994 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 216,720 $30.9M 0.11% +20,294 13F-HR/A Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 216,296 $30.8M 11.59% +5,991 13F-HR Timeline 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 215,665 $30.7M 0.01% +33,651 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 214,689 $30.6M 3.38% +488 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 209,887 $29.9M 4.65% +7,475 13F-HR Timeline Group SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 198,413 $29.8M 8.77% +2,716 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 208,943 $29.8M 0.54% +63 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 208,360 $29.7M 2.47% -155 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 206,545 $29.4M 11.14% -36,995 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 205,017 $29.2M 0.37% +49,610 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 202,069 $28.8M 21.13% +16,299 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 200,636 $28.6M 0.24% +18,494 13F-HR Timeline Group E-Wealth Partners, LLC More: the full row for E-Wealth Partners, LLC 194,079 $27.6M 22.4% +9,849 13F-HR Timeline NOMURA ASSET MANAGEMENT INTERNATIONAL I… in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 192,043 $27.4M 0.05% -2 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 191,843 $27.3M 18.62% +1,948 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 187,350 $26.7M 1.54% +31,304 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 185,224 $26.4M 4.49% +12,034 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 182,918 $26.1M <0.01% -3,215 13F-HR Timeline Group DURANTE & WATERS, LLC More: the full row for DURANTE & WATERS, LLC 182,185 $25.9M 18.78% -1,720 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 180,719 $25.7M 7.95% -4,678 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 179,507 $25.6M 3.06% +421 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 176,721 $25.2M 2.89% +12,931 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 176,509 $25.1M 19.19% -112 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 172,866 $24.6M 1.28% -15,735 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 169,271 $24.1M 3.37% -8,713 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 169,121 $24.1M 2.86% -12,177 13F-HR Timeline Prism Planning Partners LLC More: the full row for Prism Planning Partners LLC 169,014 $24.1M 28.47% +6,980 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 168,802 $24M 13.02% +8,711 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 161,483 $24M 0.68% +24,168 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 165,930 $23.6M 0.52% +9,318 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 164,374 $23.4M 0.04% -13,311 13F-HR Timeline Group Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 164,150 $23.4M 4.58% +1,923 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 163,823 $23.3M 0.14% -21,880 13F-HR Timeline Group Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 161,336 $23M 11.2% 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 160,983 $22.9M 5.82% -2,387 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 159,673 $22.7M 1.84% +1,657 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 159,401 $22.7M 8.88% +7,273 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 157,681 $22.5M 0.33% -2,189 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 155,588 $22.2M 0.22% +37,898 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 153,842 $21.9M 11.01% +5,199 13F-HR Timeline Vise Technologies, Inc. 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