MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 118,891,881 $14.8B 0.78% +89,127,276 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/ 108,374,626 $13.5B 0.87% +80,705,814 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 33,169,533 $4.12B 0.18% +24,853,456 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 27,639,586 $3.43B 0.36% +20,590,433 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 26,211,737 $3.2B 0.19% +19,548,126 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,216,922 $2.63B +15,807,825 Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 19,777,988 $2.46B 0.29% +14,303,401 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 18,878,407 $2.34B +13,913,777 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,873,875 $2.22B 0.39% +13,358,117 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 15,446,900 $1.92B 0.43% +11,607,545 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 13,587,610 $1.69B 0.46% +10,198,398 13F-HR Timeline Group TIAA group of 4 filers holding More: the full row for TIAA 12,344,021 $1.52B +9,111,615 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 12,180,504 $1.51B 0.75% +9,122,681 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 11,685,451 $1.45B 4.25% +9,060,869 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,588,776 $1.44B 1.98% +8,781,777 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,224,600 $1.02B 1.22% +6,181,502 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 7,480,079 $929M 0.16% +5,613,936 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,236,734 $899M 12.01% +5,437,735 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 6,714,484 $834M 1.05% +4,995,100 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 6,240,599 $775M 0.71% +4,671,134 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,003,988 $746M 0.15% +4,501,765 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,595,573 $695M 4.74% +4,210,931 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,453,892 $677M 8.51% +4,090,419 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,448,584 $677M +4,059,466 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,976,224 $618M 0.59% +3,700,264 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 4,780,386 $594M 0.1% +3,577,590 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,628,950 $575M 0.48% +3,373,799 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,613,036 $573M 0.88% +3,476,270 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,568,692 $567M 0.01% +3,273,246 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,560,693 $566M 0.69% +3,421,505 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 4,326,938 $537M 0.66% +3,254,963 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,283,867 $532M +3,173,982 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,833,812 $476M 0.52% +2,877,753 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,978,899 $474M 0.19% +2,844,589 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,661,993 $455M 0.5% +3,124,740 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,659,660 $454M 15.33% +2,719,078 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,504,688 $435M 15.05% +2,624,901 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,418,519 $424M 0.5% +2,604,851 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,115,856 $387M 0.75% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,004,395 $373M 4.44% +2,251,514 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,955,926 $367M 2.73% +30,477 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,701,639 $335M 0.18% +2,035,364 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 2,553,192 $317M 0.14% +2,286,967 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,534,323 $315M 3.45% +1,882,394 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,376,294 $295M 13.37% +1,810,589 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,285,661 $284M 0.13% +1,758,135 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,195,611 $273M 9.44% +1,633,652 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,115,746 $263M 0.4% +1,637,800 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,984,815 $246M 0.26% +1,416,931 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,958,655 $243M 2.3% +1,419,763 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,934,415 $240M 0.49% +1,474,849 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,925,013 $239M 0.37% +1,422,936 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,869,072 $232M 0.14% +1,397,725 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,809,686 $225M 0.82% +1,351,685 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,805,561 $224M 0.98% +1,340,985 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 524,413 $224M 0.07% +390,307 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,798,498 $223M 1.33% +1,355,008 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,643,658 $204M 0.25% +1,235,547 13F-HR/A Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 1,633,498 $203M 7.9% +1,222,099 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,603,274 $199M 0.76% +1,210,162 13F-HR Timeline Stairway Partners, LLC More: the full row for Stairway Partners, LLC 1,579,113 $196M 9.24% +1,178,345 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,567,936 $195M 0.9% +1,052,595 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,515,232 $188M 5.38% +1,197,507 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,502,127 $187M 0.21% +834,130 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,490,000 $185M 1.02% +1,111,533 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,473,997 $182M 8.68% +1,113,164 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,460,176 $181M 0.84% +1,109,095 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,393,291 $173M 1% +1,189,910 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,376,258 $171M +1,051,279 Timeline Hackensack Meridian Health, Inc. More: the full row for Hackensack Meridian Health, Inc. 1,313,600 $163M 11.01% +985,200 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,288,814 $160M 1.58% +961,436 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,288,697 $160M 0.57% +962,401 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,272,355 $158M 6.11% +1,268,190 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,267,891 $157M 0.06% +943,570 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,260,693 $157M 7.21% +938,094 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,248,519 $154M 0.26% +936,972 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,220,523 $152M 0.99% +879,766 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,161,905 $144M 0.42% +888,220 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,104,755 $137M 0.63% +839,067 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,095,395 $136M 1.01% -669 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,078,508 $134M 1.43% +806,451 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,064,094 $132M 1.48% +802,121 13F-HR Timeline Group Sun Mountain Capital Ltd More: the full row for Sun Mountain Capital Ltd 1,061,852 $132M 71.58% +796,389 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,019,850 $127M 1.28% +776,239 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 994,081 $123M 4.99% +746,602 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 986,551 $123M 0.63% +662,296 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 973,601 $121M 0.31% +707,575 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 921,442 $114M 0.05% +700,485 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 919,428 $114M 3.75% +506,578 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 892,775 $111M 0.15% +216,168 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 845,080 $105M 0.31% +641,900 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 839,620 $104M 0.13% +677,078 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 811,537 $101M 0.23% +607,659 13F-HR/A Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 792,037 $98.3M +601,909 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 788,137 $97.9M 0.32% +585,281 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 780,204 $96.9M 1.84% +598,643 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 772,054 $95.9M 0.37% +598,366 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 771,325 $95.8M 16.49% +578,636 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 762,666 $94.7M 0.03% +583,070 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 735,866 $91.4M 0.42% +561,253 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 733,771 $91.1M 5.15% +551,523 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 731,884 $90.9M 7.05% +548,576 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 719,313 $89.3M 1.11% +580,050 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 711,692 $88.3M 0.15% +541,009 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 710,300 $88.2M 0.68% +513,901 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 708,413 $88M 1.77% +614,479 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 705,467 $87.6M 1.38% +528,711 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 701,822 $87.1M 6.5% +529,917 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 697,445 $86.6M 1.95% +521,610 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 650,736 $80.8M 0.98% +486,554 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 626,345 $77.8M 9.04% +476,590 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 613,639 $76.2M 0.66% +206,776 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 611,000 $75.9M 0.11% +458,250 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 601,795 $74.7M 1.67% +463,889 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 596,097 $74M 6.56% +442,298 13F-HR/A Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 577,300 $71.7M 0.32% +486,500 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 564,947 $70.1M 7.08% +423,302 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 559,400 $69.5M 14.73% +417,947 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 535,565 $66.5M 0.2% +411,983 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 533,084 $66.2M 0.04% +353,767 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 530,662 $65.9M 0.36% +436,406 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 529,454 $65.7M 0.89% +395,301 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 506,793 $62.9M 1.1% +389,171 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 505,216 $62.7M 0.37% +379,754 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 502,686 $62.4M 1.28% +372,185 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 497,910 $61.8M 1.71% +373,863 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 497,234 $61.7M 9.28% +372,444 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 493,884 $61.3M 7.72% +410,925 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 492,300 $61.1M 0.69% +371,938 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 491,997 $61.1M 18.86% +369,051 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 490,509 $60.9M 5.53% +365,882 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 487,084 $60.5M 7.65% +368,872 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 480,326 $59.6M 0.44% +364,566 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 476,968 $59.2M +352,769 Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 475,532 $59M 0.07% +398,179 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 473,320 $58.8M 7.57% +354,889 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 470,096 $58.4M 5.84% +354,238 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 462,126 $57.4M 4.78% +345,526 13F-HR/A Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 457,245 $56.8M 2.77% +342,681 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 438,767 $54.5M 13.48% +328,307 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 435,281 $54M 12.7% +334,700 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 433,358 $53.8M 0.3% +327,302 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 430,780 $53.5M 0.05% +425,113 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 430,029 $53.4M 4.53% +321,323 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 406,122 $50.5M 9.75% +303,658 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 400,460 $49.7M 6.48% +302,195 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 397,795 $49.4M 3.07% +297,818 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 388,327 $48.2M 0.66% +289,426 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 387,276 $48.1M 0.88% +287,009 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 382,370 $47.5M 9.45% +370,045 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 379,433 $47.1M 0.26% +283,211 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 378,795 $47M 0.68% -7,135 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 454,846 $46.1M 9.4% +278,252 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 376,386 $45.9M 23.41% +282,032 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 366,232 $45.5M 1.49% +274,518 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 363,802 $45.2M 1.95% +271,432 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 362,455 $45M 1.12% +269,856 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 362,252 $45M 4.41% +266,838 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 361,227 $44.9M 4.89% +269,655 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 358,431 $44.6M 2.71% +270,293 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 357,371 $44.4M 0.42% +282,747 13F-HR Timeline Sanchez Wealth Management Group More: the full row for Sanchez Wealth Management Group 351,287 $43.6M 7.64% +267,101 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 348,273 $43.2M 0.37% +286,856 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 343,894 $42.7M 6.15% +252,381 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 341,716 $42.4M 12.59% +256,287 13F-HR Timeline Newbrook Capital Advisors LP More: the full row for Newbrook Capital Advisors LP 339,782 $42.2M 5.7% +266,574 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 337,987 $42M 1.62% +254,617 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 330,408 $41M 0.8% +250,851 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 326,130 $40.5M 1.63% +239,838 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 321,665 $39.9M 0.48% +314,213 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 321,419 $39.9M 0.74% +239,879 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 320,960 $39.9M 0.03% -373,200 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 318,476 $39.5M 0.25% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 316,475 $39.3M 0.17% +54,007 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 312,645 $38.8M 3.86% +238,561 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 309,631 $38.4M 17.4% +280,408 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 308,513 $38.3M 1.91% +230,158 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 304,842 $37.9M 3.44% +229,111 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 304,531 $37.8M 3.97% +243,963 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 303,789 $37.7M 4.43% +230,049 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 303,488 $37.7M 1.11% +6,799 13F-HR Timeline Fulton Bank, N.A. 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More: the full row for Jasper Ridge Partners, L.P. 278,916 $34.6M 0.74% +209,187 13F-HR/A Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 275,194 $34.2M 4.47% +216,849 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 274,222 $34.1M 0.02% +234,932 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 271,653 $33.7M 1.01% +204,796 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 271,447 $33.7M 3.25% +202,489 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 270,163 $33.5M 0.7% +200,769 13F-HR Timeline