BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,253,000 $5.75B 0.46% +165,416 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,744,922 $1.84B 0.12% +88,846 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,964,529 $1.65B 1.25% +306,921 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,868,185 $1.39B 0.31% +51,278 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,255,825 $1.25B +136,120 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,098,496 $971M 0.2% +35,405 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,925,111 $930M 0.31% +98,858 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,822,057 $669M 1.5% +187,144 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,551,461 $605M 0.44% +540,546 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,388,456 $566M 1.26% +129,418 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,342,693 $555M 0.14% +173,325 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,310,478 $548M 0.11% -2,662,045 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,213,641 $525M 0.18% +63,999 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 2,094,584 $496M +107,694 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,965,440 $466M 0.4% -33,107 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. 1,917,060 $454M 0.29% +24,453 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 1,820,516 $431M 0.08% -12,424 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,711,146 $406M 0.07% -113,490 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,709,529 $405M 0.58% +139,444 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,467,855 $348M 0.9% +13,004 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,262,115 $299M 0.05% -203,652 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 1,180,480 $280M 0.5% -33,180 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,151,953 $273M 0.02% +309,807 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,114,381 $264M 0.26% +20,098 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,099,191 $260M 0.34% -27,800 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,081,327 $256M 5.59% +24,781 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,063,051 $252M 0.02% +8,195 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 966,152 $229M -53,805 Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 946,160 $224M 2.43% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 859,492 $204M 0.26% -56,096 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 858,315 $203M 1.03% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 801,260 $190M 1.07% +52,608 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 775,674 $184M 0.32% +78,416 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 739,391 $175M 0.31% +104,852 13F-HR/A Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 699,404 $166M 4.28% +150,303 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 665,898 $158M 0.08% -10,886 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 657,402 $156M 0.26% +70,144 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 628,562 $149M 0.27% +51,128 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 618,335 $147M 0.26% -172,227 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 614,788 $146M +46,445 Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 583,423 $138M 3.76% +7,233 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 562,385 $133M 0.21% +17,890 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 557,930 $133M 2.94% +16,263 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 546,104 $129M 1.62% +60,620 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 534,238 $127M 1.78% +47,476 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 515,318 $122M 2.26% +147 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 586,082 $119M 0.47% +170,996 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 477,756 $113M 1.35% +11,444 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 477,608 $113M 0.15% +16,999 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 449,593 $107M 0.16% -34,305 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 441,387 $105M 1.51% -7,168 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 434,073 $103M 6.13% +34,143 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 412,456 $97.7M 8.26% +15,751 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 396,389 $93.9M 0.27% +14,241 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 384,718 $93.6M 0.15% +133,693 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 389,898 $92.4M 1.67% -58,540 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 385,547 $91.4M 1.29% +2,876 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 383,669 $91.2M <0.01% +90,799 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 381,556 $90.4M 2.57% +334 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 360,939 $85.5M -29,655 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 356,700 $84.5M 0.46% +8,945 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 353,069 $83.7M 0.69% +36,120 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 348,766 $82.7M 5.66% +18,227 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 345,967 $82M 8.56% +4,805 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 341,352 $80.9M 1.95% -23,723 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 341,352 $80.9M 1.63% -23,723 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 336,725 $79.8M 5.51% -42,814 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 333,977 $79.1M 0.43% -8,065 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 332,896 $78.9M 0.04% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 327,277 $77.6M 0.24% -54,911 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 325,006 $77M 0.05% -9,990 13F-HR Timeline Group Karpus Management, Inc. More: the full row for Karpus Management, Inc. 324,978 $77M 2.48% -1,260 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 320,964 $76.1M 0.18% +29,566 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 316,725 $75.1M 0.29% +13,769 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 311,926 $73.9M 0.25% +31,461 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 299,349 $70.9M 0.3% 0 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 292,062 $69.2M 2.1% +11,399 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 283,669 $67.2M 0.15% +73,361 13F-HR/A Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 440,412 $67M 13.08% +161,268 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 279,894 $66.3M 0.08% -1,837 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 273,260 $64.8M +17,013 Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 268,285 $63.6M 11.3% -19,330 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 267,629 $63.4M 0.58% +14,355 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 265,630 $62.9M 6.91% -7,082 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 262,478 $62.2M 7.13% +107,311 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 258,797 $61.3M 2.89% +7,005 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 251,697 $59.7M +14,832 Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 251,260 $59.5M 2.18% -127 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 249,028 $59M 1.32% -663,722 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 246,587 $58.4M 0.09% +36,490 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 244,855 $58M 1.44% -2,003,539 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 244,160 $57.9M 0.12% +83,985 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 232,630 $55.1M 7.38% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 226,425 $53.7M 0.44% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 219,271 $52M 0.45% +7,205 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 218,533 $51.8M 0.11% +45,522 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 213,314 $50.6M 0.56% +35,428 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 208,643 $49.5M 0.81% +125,121 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 208,064 $49.3M 1.11% +35,494 13F-HR Timeline CX Institutional More: the full row for CX Institutional 207,192 $49.1M 1.71% -19,022 13F-HR/A Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 200,427 $47.5M 7.67% -4,114 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 198,900 $47.1M 0.35% +92,600 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 194,596 $46.1M 0.24% +18,200 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 191,671 $45.4M 0.12% -33,077 13F-HR Timeline American Trust More: the full row for American Trust 190,635 $45.2M 4.26% +65,092 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 190,237 $45.1M 0.44% +168,873 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 188,608 $44.7M 0.31% -19,807 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 186,730 $44.3M 1.8% -3,230 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 185,172 $43.9M 1.01% +9,312 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 183,507 $43.5M 0.73% -39,397 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 178,520 $42.4M 0.59% -61,176 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 174,198 $41.4M 0.67% -29,560 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 173,278 $41.1M 1.96% +26,974 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 172,715 $40.9M 0.24% +96,750 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 171,223 $40.6M 3.55% -1,504 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 169,746 $40.2M 10.36% +4,090 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 166,838 $39.5M 1.11% +39,151 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 166,380 $39.4M 2.11% -8,101 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 163,617 $38.8M 10.15% +10,371 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 158,502 $37.6M 0.75% -7,618 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 151,140 $37.4M 1.08% +3,088 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 156,471 $37.1M 21.36% +3,648 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 150,490 $35.7M 0.25% +21,167 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 147,938 $35.1M 2.77% +4,708 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 147,823 $35M 5.34% +1,095 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 146,339 $34.7M 10.21% -3,855 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 146,144 $34.6M 2.88% +2,048 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 146,132 $34.6M 1.09% -453 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 145,848 $34.6M 21.31% -417 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 143,610 $34M 4.75% +8,718 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 140,462 $33.6M 6.46% -27,940 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 138,758 $32.9M 0.2% +5,987 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 137,894 $32.7M 8.97% +113,300 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 137,666 $32.6M 6.28% +2,816 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 137,592 $32.6M 1.23% +26,506 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 137,218 $32.5M 1.12% +16,652 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 136,744 $32.4M 0.36% +26,082 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 136,154 $32.3M 1.43% +9,576 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 135,675 $32.2M 5.27% -3,285 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 131,841 $32.1M 8.7% -76 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 135,343 $32.1M 7.08% +19,400 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 132,760 $31.5M 0.76% +26,826 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 131,788 $31.2M 0.82% +5,687 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 131,647 $31.2M <0.01% +1,975 13F-HR Timeline Group Whelan Financial More: the full row for Whelan Financial 131,074 $31.1M 11.23% +303 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 130,793 $31M 0.2% +13,397 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 130,593 $30.9M 1.45% +15,290 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 125,357 $29.7M 4.05% +16,049 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 124,643 $29.5M 0.52% +22,183 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 124,484 $29.5M 6.36% +9,562 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 121,336 $28.8M 1.23% +10,607 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 121,084 $28.7M 2.94% +1,256 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 120,733 $28.6M 1.23% +43,705 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 117,804 $28.3M 0.44% -2,522 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 118,874 $28.2M 0.03% +3,422 13F-HR Timeline Group Brown Financial Advisory More: the full row for Brown Financial Advisory 117,257 $27.8M 15.33% +16,749 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 115,879 $27.7M 1.3% +18,244 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 116,954 $27.7M 11.88% -497 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 116,307 $27.7M 1.24% -1,847 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 112,194 $27.6M 1.27% +2,040 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 115,757 $27.4M 0.22% +3,290 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 113,611 $26.9M 6.95% +2,186 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 111,421 $26.4M 2.5% -3,631 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 111,320 $26.4M 0.33% +4,990 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 110,292 $26.1M 1.38% +791 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 109,776 $26M 0.18% +19,094 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 109,028 $25.8M 2.13% -23,359 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 107,189 $25.4M 10.33% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 105,921 $25.2M 0.43% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 105,880 $25.1M 1.74% +1,240 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 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