BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,457,699 $5.96B 0.45% -795,301 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,779,544 $1.98B 0.12% +34,622 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,111,140 $1.55B 0.32% +242,955 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,383,503 $1.11B -872,322 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,966,099 $1.01B 0.29% +40,988 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,850,412 $979M 0.19% -248,084 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,194,576 $812M 1.36% +372,519 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,677,958 $681M 0.45% +126,497 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,639,026 $672M 0.46% -4,325,503 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,513,129 $639M 1.3% +124,673 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,341,719 $595M 0.14% -974 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,273,891 $578M 0.1% -36,587 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,222,028 $565M 0.18% +8,387 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,964,964 $500M 0.38% -476 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,962,058 $499M -132,526 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,941,451 $494M 0.3% +24,391 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,823,575 $464M 0.6% +114,046 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 1,793,594 $456M 0.08% -26,922 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,684,406 $428M 0.06% -26,740 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,497,626 $381M 0.89% +29,771 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,269,344 $323M 0.55% +88,864 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,236,416 $315M +984,719 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,148,733 $292M 0.27% +34,352 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,146,768 $292M 0.02% -5,185 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,128,987 $287M 0.05% -133,128 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,116,598 $284M 5.81% +35,271 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,114,108 $283M 0.02% +51,057 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,106,771 $281M 0.33% +449,369 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,078,309 $274M 6.77% +494,886 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,050,178 $267M 0.35% -49,013 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 1,043,530 $265M +77,378 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 939,059 $239M 0.27% +79,567 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 892,178 $227M 1.1% +33,863 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 831,674 $211M 0.3% +92,283 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 793,728 $202M 1.06% -7,532 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 751,095 $191M 0.31% -24,579 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 744,231 $189M 4.58% +44,827 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 734,875 $187M 0.08% +68,977 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 650,785 $165M 0.27% +22,223 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 627,607 $160M 0.01% +243,938 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 618,688 $157M +3,900 Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 563,504 $144M 3.02% +5,574 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 556,931 $142M 1.65% +10,827 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 541,189 $138M 2% +6,951 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 520,039 $132M 2.31% +4,721 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 496,810 $126M 0.21% -121,525 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 495,876 $126M 0.48% -90,206 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 495,332 $126M 1% +17,576 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 452,544 $115M 0.16% +2,951 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 451,808 $115M 1.52% +10,421 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 449,156 $114M 0.18% -28,452 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 440,196 $112M 6.31% +6,123 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 439,846 $112M 0.16% -122,539 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 413,818 $105M 7.88% +1,362 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 395,480 $101M 0.27% -909 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 392,469 $99.8M 1.3% +6,922 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 390,154 $99.8M 0.15% +5,436 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 384,171 $97.7M 0.19% +100,502 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 382,307 $97.2M 2.33% +751 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 371,216 $94.4M 0.69% +18,147 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 362,810 $92.3M +1,871 Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 359,812 $91.5M 5.73% +11,046 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 357,115 $90.8M 0.34% +40,390 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 354,051 $90M 0.44% -2,649 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 349,079 $88.8M 8.28% +3,112 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 344,471 $87.6M 0.24% +17,194 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 341,352 $86.8M 2.07% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 341,352 $86.8M 1.75% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 329,883 $83.9M 2.66% +4,905 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 326,077 $82.9M 0.04% -6,819 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 324,199 $82.4M 0.06% -807 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 314,766 $80M 0.27% +2,840 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 311,263 $79.2M 1.07% +102,620 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 300,848 $76.5M 1.33% -89,050 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 299,349 $76.1M 0.31% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 296,122 $75.3M 4.89% -40,603 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 292,563 $74.4M 2.12% +501 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 283,540 $72.1M 0.15% -37,424 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 279,251 $71M 12.74% -161,161 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 278,376 $70.8M 0.08% -1,518 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 277,748 $70.6M 0.55% +10,119 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 269,619 $68.6M -3,641 Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 266,719 $67.8M 1.48% +58,655 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 265,208 $67.4M 6.88% -422 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 260,555 $66.3M 1.5% +15,700 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 258,587 $65.8M 0.6% +45,273 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 257,086 $65.5M 2.93% -1,711 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 255,561 $65M 2.38% +4,301 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 253,691 $64.5M 6.9% -8,787 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 249,028 $63.3M 1.63% 0 13F-HR/A Timeline Group Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 248,675 $63.2M 10.38% -19,610 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 242,349 $61.6M 0.09% -4,238 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 237,926 $60.5M 1.84% +30,734 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 234,687 $59.7M 0.12% -9,473 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 232,630 $59.2M 7.85% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 226,425 $57.6M 0.46% 0 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 225,590 $57.4M 0.47% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 207,231 $52.7M 0.38% -12,040 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 198,973 $50.6M 7.47% -1,454 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 197,653 $50.3M 1.05% +12,481 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 196,765 $50M 0.31% +8,157 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 191,241 $48.6M 0.1% -27,292 13F-HR Timeline Group American Trust More: the full row for American Trust 190,926 $48.5M 4.1% +291 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 189,246 $48.1M 1.74% +2,516 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 183,267 $46.6M 0.21% -11,329 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 182,472 $46.4M 0.11% -9,199 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 178,501 $45.5M 0.59% -19 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 178,763 $45.5M +11,925 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 173,709 $44.3M 0.61% -489 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 173,545 $44.1M 0.25% +830 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 170,395 $43.3M 10.56% +649 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 169,868 $43.2M 3.62% -1,355 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 168,678 $42.9M 2.16% +2,298 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 167,436 $42.6M 10.37% +3,819 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 160,937 $41.5M 1.08% +9,797 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 158,099 $40.2M 0.74% -403 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 155,955 $39.7M 1.76% -17,323 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 155,458 $39.5M 2.97% +9,314 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 152,767 $38.8M 20.99% -3,704 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 152,271 $38.7M 0.25% +1,781 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 151,295 $38.5M 1.25% +13,703 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 149,564 $38M 3.03% +1,626 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 149,475 $38M 10.1% +3,136 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 147,846 $37.6M 1.21% +10,628 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 147,161 $37.4M 0.21% +8,403 13F-HR/A Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 145,217 $36.9M 1.1% -915 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 144,901 $36.8M 4.82% +1,291 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 144,456 $36.7M 20.67% -1,392 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 144,311 $36.7M 0.78% +11,551 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 138,248 $35.2M 5.06% -9,575 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 137,444 $34.9M 4.06% +12,087 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 137,394 $34.9M 5.36% +1,719 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 135,024 $34.8M 7.88% +3,183 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 136,412 $34.7M 0.38% -332 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 136,564 $34.6M 0.77% +54,870 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 134,737 $34.3M 0.84% +2,949 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 132,769 $33.8M 7.04% -2,574 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 131,886 $33.5M <0.01% +239 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 131,207 $33.5M 5.89% -9,255 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 131,414 $33.4M 1.31% -4,740 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 131,259 $33.4M 8.48% -6,635 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 130,048 $33.1M 6.5% +5,564 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 129,584 $33M 10.44% -1,490 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 126,289 $32.1M 0.51% +1,646 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 125,992 $32M 3.11% +4,908 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 125,578 $31.9M 1.29% +4,242 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 124,256 $31.6M 1.36% +8,377 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 123,925 $31.5M 0.47% -59,582 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 122,177 $31.2M 0.13% +22,489 13F-HR Timeline Group 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 121,427 $30.9M 1.24% +694 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 121,045 $30.8M 12.04% +4,091 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 119,437 $30.4M 15.9% +2,180 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 118,677 $30.2M 0.19% +17,121 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 117,701 $29.9M 6.95% +4,090 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 117,462 $29.9M 0.21% +1,705 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 117,291 $29.8M 0.25% +49,078 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 116,924 $29.7M 0.43% -880 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 116,187 $29.5M 0.09% +19,844 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 116,128 $29.5M 0.19% +6,352 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 115,236 $29.3M 0.02% -3,638 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 114,283 $29.1M 1.18% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 114,106 $29M 2.65% +2,685 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. 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