BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 21,579,198 $6.54B 0.42% -55,226 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,094,439 $2.45B 0.13% +53,133 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,112,663 $1.55B 0.27% -908,729 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,195,709 $1.27B -299,331 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,987,818 $1.21B +404,542 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,420,614 $1.04B 1.28% +91,724 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,301,516 $1B 0.23% -20,557 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,914,921 $884M 1.35% +82,473 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,813,902 $853M 0.46% +911 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,634,215 $789M 0.32% -341,865 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,278,949 $691M 0.73% +63,264 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,122,591 $643M 0.11% +31,263 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,062,501 $625M 0.17% -189,586 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,038,406 $618M 0.13% -158,668 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,021,950 $613M 0.36% -13,686 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. 1,986,263 $602M 0.3% +23,345 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 1,913,874 $580M 0.1% -27,097 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,747,986 $530M 0.06% +2,935 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,715,012 $520M 1% +18,351 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,631,900 $495M -228,463 Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,585,209 $480M 0.59% +78,239 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,478,793 $448M 5.59% +353,641 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,267,408 $384M 0.35% +36,440 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,240,289 $374M 0.02% +37,289 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,186,781 $360M 0.3% +12,812 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,178,370 $357M 7.73% +37,590 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,157,296 $351M 0.02% -17,981 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,065,927 $323M 0.38% +158,101 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 959,311 $291M 0.28% +476 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 950,658 $288M 0.36% -30,221 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 938,568 $284M 3.8% +34,443 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 930,912 $282M +61,881 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 873,688 $265M 1.17% -13,488 13F-HR Timeline Group TIAA group of 5 filers holding More: the full row for TIAA 852,923 $259M -109,548 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 844,581 $256M 0.35% +33,808 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 787,375 $239M 0.04% -403,775 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 759,092 $230M 4.86% +4,416 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 745,936 $226M 0.08% +12,932 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 711,174 $216M -21,139 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 709,612 $215M 0.37% +466,509 13F-HR Timeline Group VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 692,625 $210M +562 Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 653,239 $198M 3.47% -20,296 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 616,237 $187M 2.95% +8,710 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 600,979 $182M 1.8% +10,886 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 579,086 $176M 0.22% -25,509 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 567,165 $172M 0.46% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 534,925 $162M 2.84% -116,463 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 522,390 $158M 1.5% -2,768 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 506,003 $153M 1.14% -3,814 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 482,252 $146M 0.43% +2,616 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 478,322 $145M 0.22% +18,898 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 476,578 $144M +129,409 Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 462,685 $140M 1.53% +4,012 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 462,337 $140M <0.01% -8 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 454,602 $138M 0.28% +79,265 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 440,832 $137M 9.08% -901 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 419,138 $127M 0.76% -4,184 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 412,889 $125M 0.15% -21,539 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 412,077 $125M 1.44% +4,063 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 476,205 $125M 4.56% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 407,068 $123M 0.17% -141,000 13F-HR/A Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 395,334 $120M 7.14% +25,734 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 393,762 $119M 2.27% +3,135 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 389,955 $118M 0.65% -11,581 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 387,212 $117M 0.13% +11,469 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 383,312 $116M 9.02% +12,179 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 381,342 $116M +38,465 Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 380,442 $115M 6.19% +4,723 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 380,254 $115M <0.01% +12,452 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 355,964 $108M 0.24% -39,698 13F-HR/A Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 354,954 $108M 2.04% +4,627 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 354,954 $108M 1.79% +4,627 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 329,358 $99.8M 0.62% +19,065 13F-HR/A Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 319,556 $96.9M 2.79% -2,128 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 306,174 $92.8M 0.27% +13,079 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 302,910 $91.8M 0.57% +14,509 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 293,140 $88.9M 2.27% +8,822 13F-HR Timeline Group Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 281,530 $85.3M 0.03% 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 281,100 $85.2M 13.18% +1,061 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 277,940 $84.2M 0.41% +165,940 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 258,663 $78.4M 2.81% -1,831 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 257,140 $77.9M 7.29% +1,748 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 255,406 $77.4M 6.79% -4,696 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 251,979 $76.5M 3.05% -6,693 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 249,028 $75.5M 1.7% -32,600 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 247,593 $73.8M 0.12% +19,564 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 242,540 $73.5M 0.12% -188,389 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 237,908 $72.1M 0.33% -129,468 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 236,909 $71.8M 0.33% +71,299 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 229,713 $69.6M 1.26% -4,477 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 225,580 $68.4M 0.12% -5,248 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 225,077 $68.2M 0.32% +64,941 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 224,136 $67.9M 0.26% +12,830 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 222,880 $67.6M 4.26% +35,633 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 219,466 $66.5M 0.07% +6,223 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 219,403 $66.5M 1.93% +7,554 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 219,247 $66.5M 0.2% +24,228 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 216,420 $65.6M 0.13% +12,522 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 215,155 $65.2M 0.62% -4,553 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 213,076 $64.6M 1.03% -51,145 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 225,605 $64.4M 0.19% +127,531 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 210,237 $63.7M 0.48% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 204,844 $62.1M -746 Timeline CHOREO, LLC More: the full row for CHOREO, LLC 204,425 $62M 0.68% -313 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 199,894 $60.6M 7.04% -7,411 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 194,489 $59M 0.74% -125,547 13F-HR Timeline American Trust More: the full row for American Trust 189,427 $57.4M 4.43% +1,185 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 189,238 $57.4M 0.34% +14,791 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 187,220 $56.8M 8% -4,080 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 192,065 $56.6M 1.13% +9,315 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 185,047 $56.1M 0.68% +7,058 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 184,845 $56M 10.57% +13,083 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 182,529 $55.3M 0.23% +21,112 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 179,533 $54.4M 4.27% +14,480 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 176,047 $53.4M 0.85% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 173,301 $52.5M 11.2% +504 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 169,243 $51.3M 3.05% +5,556 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 168,264 $51M 3.86% -2,133 13F-HR Timeline CX Institutional More: the full row for CX Institutional 168,070 $50.9M 1.47% -9,094 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 167,764 $50.9M 2.74% +3,187 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 167,731 $50.8M 2.28% -575 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 165,626 $50.2M 1.03% -2,024 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 160,869 $48.8M 5.86% +32,850 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 160,428 $48.6M 0.74% -707 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 158,328 $48M 11.03% +3,985 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 153,346 $46.5M 1.22% +24,293 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 152,155 $46.1M 0.22% -1,235 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 149,530 $45.3M 21.46% +801 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 147,831 $44.8M 18.72% +6,479 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 147,448 $44.7M 0.34% +26,763 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 146,186 $44.3M 6.31% +2,493 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 146,099 $44.3M 3.86% +12,944 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 148,012 $44.2M 0.62% +5,785 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 143,354 $43.5M 1.57% +7,261 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 141,062 $42.8M 17.04% -1,710 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 137,688 $41.7M 4.7% -6,200 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 137,569 $41.7M 1.54% +4,581 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 137,539 $41.7M 1.09% +402 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 136,256 $41.3M 0.98% +3,172 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 135,435 $41.1M 1.52% -6,815 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 134,707 $40.8M 0.41% +12,592 13F-HR Timeline Group HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 134,058 $40.6M 1.12% -8,914 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 132,758 $40.2M 6.3% -2,696 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 132,415 $40.1M <0.01% -442 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 132,169 $40.1M 0.22% -3,171 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 132,140 $40.1M 7.25% -4,037 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 129,593 $39.3M 10.7% +441 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 127,593 $38.7M 0.14% -18,510 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 127,397 $38.6M 0.22% +702 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 126,306 $38.3M 3.22% +16 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 126,112 $38.2M 0.49% -570 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 125,748 $38.1M 0.23% -69,459 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 125,108 $37.9M 0.01% +17,027 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 124,872 $37.9M 3.59% -3,442 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 122,525 $37.2M 1.5% +4,465 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 122,573 $37.2M 0.05% +31,434 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 121,432 $36.8M 7.34% -1,944 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 121,101 $36.7M 4.69% +1,590 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 120,996 $36.7M 12.85% -2,584 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 119,902 $36.3M 0.19% +25,514 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 118,864 $36M 8.72% -1,526 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 117,586 $35.6M 0.45% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 117,108 $35.5M 0.36% -1,125 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 116,926 $35.4M 0.39% +6,844 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 116,555 $35.3M 0.23% +53,431 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 115,437 $35M 1.26% -2,385 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 115,463 $35M 0.19% -1,984 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 114,328 $34.7M 0.75% -1,529 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 112,791 $34.2M 0.4% -1,209 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 110,885 $33.6M 6.32% +10,722 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 110,711 $33.6M 1.23% -749 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 109,897 $33.3M 2.04% -372 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 109,328 $33.1M 11.11% -2,001 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 109,265 $33.1M 0.13% +2,977 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 108,559 $32.9M 1.62% -1,797 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 109,744 $32.6M +56,496 Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 106,081 $32.2M 4.79% +9,894 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 105,915 $32.1M 1.39% -981 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 105,892 $32.1M 0.18% +14,788 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 103,126 $31.3M 0.57% +9,859 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 102,876 $31.2M 0.4% +6,932 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 102,541 $31.1M 1.46% +5,583 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 102,238 $31M 2.48% -21 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 100,858 $30.6M 1.6% +35,603 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 100,850 $30.6M +35,582 Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 100,816 $30.6M 0.34% +133 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 99,867 $30.3M 0.32% -3,455 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 99,194 $30.1M 0.08% +9,767 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 98,662 $29.9M 1.73% -713 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 98,465 $29.8M 3.97% +585 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 98,397 $29.8M 1.09% -2,478 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 98,047 $29.7M 10.45% -1,119 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 97,940 $29.7M 1.62% -112 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 96,303 $29.2M 1.55% +4,583 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 95,164 $28.8M 0.55% -3,018 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 95,625 $28.8M 3.3% +9,423 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 94,216 $28.6M 1.02% +8,793 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 93,906 $28.5M 0.14% +617 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 92,772 $28.1M 11.71% +5,065 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 91,884 $27.9M 0.35% +8,137 13F-HR Timeline