BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,087,584 $5.34B 0.47% -730,756 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,656,076 $1.7B 0.12% +115,628 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,657,608 $1.48B 1.32% -675,306 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,816,907 $1.29B 0.31% +144,658 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,119,705 $1.14B -314,487 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,972,523 $1.1B 0.25% +2,018,325 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,063,091 $901M 0.2% +2,665 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,826,253 $848M 0.33% +36,930 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,634,913 $584M 1.34% +263,357 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,259,038 $501M 1.26% +137,139 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,169,368 $481M 0.13% +41,742 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,149,642 $477M 0.18% -54,296 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,010,915 $446M 0.36% +146,007 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,998,547 $443M 0.42% +103,796 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,986,890 $441M +180,490 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,892,607 $420M 0.22% -8,697 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 1,832,940 $406M 0.08% +129,604 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,824,636 $405M 0.08% -51,262 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,570,085 $348M 0.58% +158,747 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,465,767 $325M 0.06% +545,614 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,454,851 $323M 0.87% -133,848 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 2,248,394 $266M 7.57% +1,364,581 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,126,991 $250M 0.35% +2,691 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,094,283 $243M 0.26% +29,911 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,213,660 $235M 0.5% -170,825 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,056,546 $234M 5.88% +9,834 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,054,856 $234M 0.02% +50,991 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 1,019,957 $226M +65,803 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 915,588 $203M 0.28% +140,986 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 858,061 $190M 1.02% -7,941 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 842,146 $187M 0.01% +42,735 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 790,562 $175M 0.33% +56,430 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 748,652 $166M 0.99% +373,195 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 697,258 $155M 0.3% -37,628 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 676,784 $150M 0.08% +12,917 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 634,539 $141M 0.31% -176,331 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 587,258 $130M 0.25% +60,018 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 577,434 $128M 0.26% +158,804 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 576,190 $128M 3.95% -125,934 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 568,343 $126M +54,320 Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 549,101 $122M 4.63% +69,761 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 544,495 $121M 0.22% +35,093 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 541,667 $120M 2.9% +13,405 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 515,171 $114M 2.29% +8,512 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 486,762 $108M 1.68% -13,874 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 485,484 $108M 1.51% +37,130 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 483,898 $107M 0.17% +18,984 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 466,312 $103M 1.43% -38,970 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 460,609 $102M 0.17% +69,766 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 448,555 $99.5M 1.46% +7,608 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 448,438 $99.4M 2% +164,512 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 415,086 $92M 0.4% +17,894 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 399,930 $88.7M 5.78% +8,128 13F-HR/A Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 396,705 $88M 8.09% +3,162 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 390,594 $86.6M -21,094 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 382,671 $84.9M 1.26% +4,766 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 382,188 $84.8M 0.29% +4,856 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 382,148 $84.7M 0.28% -44,200 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 381,222 $84.5M 2.65% +5,027 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 379,539 $84.2M 6.23% -4,405 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 365,075 $81M 1.96% +49,792 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 365,075 $81M 1.66% +49,792 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 347,755 $77.1M 0.47% -1,366 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 342,042 $75.8M 0.46% +29,156 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 341,162 $75.7M 8.63% -15,878 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 334,996 $74.3M 0.06% +21,258 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 330,539 $73.3M 5.81% +9,688 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 326,238 $72.3M 2.34% -255 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 316,949 $70.3M 0.67% -6,350 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 302,956 $67.2M 0.28% +5,544 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 299,349 $66.4M 0.28% 0 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 292,870 $64.9M <0.01% -224,601 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 291,398 $64.6M 0.18% +9,323 13F-HR Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 287,615 $63.8M 12.02% +6,550 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 281,731 $62.5M 0.08% -3,796 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 280,663 $62.2M 2.01% +8,684 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 280,465 $62.2M 0.23% -607 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 279,144 $61.9M 13.37% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 272,712 $60.5M 7.37% -682 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 269,200 $59.7M 3.86% +211,000 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 256,247 $56.8M -22,096 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 253,274 $56.2M 0.69% +18,969 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 251,792 $55.8M 2.8% -5,387 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 251,387 $55.7M 2.04% +1,377 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 251,025 $55.7M 0.11% +30,086 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 236,865 $52.5M +10,579 Timeline Pandi, LLC More: the full row for Pandi, LLC 232,630 $51.6M 7.92% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 226,425 $50.2M 0.46% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 226,214 $50.2M 1.89% +46,334 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 224,748 $49.8M 0.14% -4,427 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 222,904 $49.4M 0.99% -5,763 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 212,066 $47M 0.45% +8,663 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 210,308 $46.6M 0.12% +23,854 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 210,097 $46.6M 0.08% +11,837 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 208,415 $46.2M 0.35% -4,154 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 204,541 $45.4M 8.15% -25,030 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 203,758 $45.2M 0.89% +7,581 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 173,011 $44.1M 0.1% -44,048 13F-HR/A Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 912,750 $43.2M 1.15% +879,152 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 189,960 $42.1M 1.91% +8,305 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 182,267 $40.4M 3.49% -1,942 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 177,886 $39.4M 0.59% +95,664 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 176,396 $39.1M 0.23% -157 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 175,860 $39M 0.96% +1,414 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 174,481 $38.7M 2.22% +2,661 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 172,727 $38.3M 3.55% -1,647 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 172,570 $38.3M 0.96% +45,605 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 171,110 $37.9M 0.72% -641,268 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 166,243 $36.9M 1.82% +2,544 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 166,120 $36.8M 0.83% -1,475 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 165,656 $36.7M 10.12% +411 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 168,402 $36.3M 7.78% +14,773 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 160,175 $35.5M 0.08% +14,875 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 159,845 $35.4M 2.36% -22,093 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 156,114 $34.6M 0.06% +151,130 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 239,696 $34.6M 0.54% -24,043 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 155,167 $34.4M 4.4% +3,235 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 153,246 $34M 9.61% +4,569 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 152,823 $33.9M 22.01% +765 13F-HR Timeline Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 151,073 $33.5M 16.22% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 150,194 $33.3M 9.88% +8,079 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 148,052 $32.6M 1.08% +6,341 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 146,728 $32.5M 5.43% +3,296 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 146,585 $32.5M 1.11% -2,428 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 146,304 $32.4M 1.7% new 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 146,265 $32.4M 22.3% -732 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 144,096 $32M 2.98% +6,704 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 143,230 $31.8M 2.65% -1,079 13F-HR/A Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 138,960 $30.8M 5.57% -14,250 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 134,892 $29.9M 4.6% -2,376 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 134,850 $29.9M 6.28% +1,942 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 132,771 $29.4M 0.21% +11,915 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 132,387 $29.4M 2.59% +1,266 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 131,917 $29.3M 8.73% -3,418 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 130,771 $29M 11.28% -836 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 129,672 $28.8M <0.01% +3,791 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 129,323 $28.7M 0.21% +3,307 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 127,687 $28.3M 0.9% +82,667 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 127,354 $28.2M 0.04% +21,504 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 126,578 $28.1M 1.37% +641 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 126,101 $28M 0.78% +4,159 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 125,684 $27.9M 1.39% -2,495 13F-HR Timeline American Trust More: the full row for American Trust 125,543 $27.8M 6.86% -112,069 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 124,417 $26.9M 2.63% +5,021 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 120,566 $26.7M 1.01% -3,715 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 120,326 $26.7M 0.48% -16,996 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 119,828 $26.6M 3.11% -1,157 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 118,154 $26.2M 1.3% +2,489 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 117,451 $26M 12.18% +3,792 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 117,396 $26M 0.21% +22,910 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 117,321 $26M 0.31% -15,018 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 115,943 $25.7M 6.36% +9,152 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 115,452 $25.6M 0.02% -693 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 115,303 $25.6M 1.3% +8,852 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 115,052 $25.5M 2.69% +7,043 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 114,922 $25.5M 6.22% +7,450 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 112,467 $24.9M 0.21% -570 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 111,576 $24.7M 1.1% -8,373 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 111,425 $24.7M 6.84% +944 13F-HR Timeline Compound Planning, Inc. 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