BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,429,447 $6.04B 0.44% -28,252 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,864,543 $2.03B 0.12% +84,999 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,047,584 $1.56B 0.3% -63,556 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,934,189 $1.01B +83,777 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,913,394 $1.01B 0.28% -52,705 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,324,629 $858M -1,058,874 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,195,143 $824M 1.26% +567 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,747,982 $709M 0.45% +70,024 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,644,075 $682M 1.3% +130,946 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,499,811 $645M 0.39% -139,215 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,398,754 $619M 0.14% +57,035 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,304,605 $594M 0.19% +82,577 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,202,948 $568M 0.1% -70,943 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,125,744 $548M 0.39% +160,780 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,965,932 $507M 0.6% +142,357 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. 1,942,995 $501M 0.27% +1,544 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,891,435 $488M -70,623 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 1,735,268 $448M 0.08% -58,326 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,685,486 $435M 0.06% +1,080 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,567,975 $404M 0.9% +70,349 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,397,042 $360M 0.61% +127,698 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,179,616 $304M 0.27% +30,883 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,168,300 $301M 0.33% +61,529 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,155,967 $298M 0.05% +26,980 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,150,035 $297M 0.02% +3,267 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,144,037 $295M 0.02% +29,929 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,123,663 $290M 5.91% +7,065 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,109,587 $286M 6.84% +31,278 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 996,236 $257M 0.34% -53,942 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 978,203 $252M -65,327 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 951,243 $245M 0.27% +12,184 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 890,268 $230M 1.09% 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 834,564 $215M 0.09% +99,689 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 823,383 $213M 0.31% -8,291 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 778,593 $201M 0.31% +27,498 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 770,780 $199M 0.29% +119,995 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 765,825 $198M 3.62% +202,321 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 748,000 $193M 4.47% +3,769 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 643,588 $166M +27,360 Timeline DAVIS R M INC More: the full row for DAVIS R M INC 589,056 $152M 2.62% +69,017 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 569,069 $147M 0.2% +119,913 13F-HR/A Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 567,959 $147M 1.61% +11,028 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 567,165 $146M 0.51% +267,816 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 553,389 $143M <0.01% -74,218 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 546,407 $141M 1.78% +5,218 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 515,265 $133M 2.41% +248,546 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 506,835 $131M 0.99% +11,503 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 498,180 $129M 0.16% +1,370 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 493,412 $127M 0.49% -2,464 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 452,974 $117M 1.5% +1,166 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 442,942 $114M 0.21% +58,771 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 440,701 $114M 0.28% +45,221 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 437,146 $113M 0.2% +245,905 13F-HR Timeline Group Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 429,752 $111M 8.4% +15,934 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 418,748 $108M 6.31% -21,448 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 398,194 $107M 0.15% +8,040 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 414,563 $107M 0.15% -25,283 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 413,837 $107M 0.14% -38,707 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 407,296 $105M 1.32% +14,827 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 398,598 $103M 0.82% -395,130 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 396,925 $102M 0.27% +52,454 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 387,308 $99.9M 0.68% +16,092 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 386,637 $99.7M 2.3% +4,330 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 369,406 $95.3M 5.77% +9,594 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 369,393 $95.3M 1.65% +68,545 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 365,511 $94.3M 0.44% +11,460 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 362,373 $93.5M -437 Timeline COMERICA BANK More: the full row for COMERICA BANK 358,110 $92.4M 0.37% +995 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 355,506 $91.7M <0.01% +336,957 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 352,930 $91M 8.39% +3,851 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 343,129 $88.5M -893,287 Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 334,706 $86.3M 2.65% +4,823 13F-HR/A Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 323,914 $83.6M 1.99% -17,438 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 323,914 $83.6M 1.72% -17,438 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 313,812 $80.9M 0.26% -954 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 313,309 $80.8M 1.04% +2,046 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 301,691 $77.8M 2.27% +9,128 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 300,051 $77.4M 0.03% -26,026 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 296,726 $76.5M 4.83% +604 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 292,043 $75.3M 0.15% +8,503 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 286,260 $73.8M 0.59% +27,673 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 281,628 $72.6M 1.53% +32,600 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 278,965 $72M 0.61% +1,217 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 278,719 $71.9M 12.23% -532 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 276,654 $71.4M +7,035 Timeline WIT, LLC More: the full row for WIT, LLC 264,352 $68.2M 1.37% +3,797 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 263,672 $68M 0.08% -14,704 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 263,086 $67.9M 6.72% -2,122 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 261,700 $67.5M 2.6% +6,139 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 260,330 $67.2M 10.63% +11,655 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 255,199 $65.8M 6.85% +1,508 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 254,416 $65.7M 2.9% -2,670 13F-HR Timeline CX Institutional More: the full row for CX Institutional 233,647 $60.3M 1.8% -4,279 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 229,220 $59.1M 0.11% -5,467 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 213,898 $55.2M 0.44% -11,692 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 210,293 $54.2M 1.06% +12,640 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 204,635 $52.8M +25,872 Timeline MAI Capital Management More: the full row for MAI Capital Management 204,235 $52.7M 0.3% +7,470 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 202,242 $52.2M 1.72% +12,996 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 201,597 $52M 7.28% +2,624 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 199,609 $51.5M 0.36% -7,622 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 196,035 $50.6M 0.18% +12,768 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 193,410 $49.9M 0.11% +10,938 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 184,004 $47.9M 0.61% +5,503 13F-HR Timeline American Trust More: the full row for American Trust 185,395 $47.8M 4.02% -5,531 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 172,254 $47.3M 1.17% +11,317 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 177,519 $45.8M 0.61% +3,810 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 172,790 $44.6M 0.26% -755 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 172,775 $44.6M 2.76% +58,669 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 172,321 $44.5M 10.58% +1,926 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 171,826 $44.3M 3.58% +1,958 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 169,950 $43.8M 2.6% +1,272 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 169,204 $43.6M 10.22% +1,768 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 168,052 $43.3M 0.28% +15,781 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 164,906 $42.5M 0.23% +17,745 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 159,426 $41.1M 0.73% +15,115 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 158,310 $40.8M 2.81% +2,852 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 157,169 $40.6M 0.74% -930 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 154,846 $39.9M 1.18% +3,551 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 153,865 $39.7M 1.24% +6,019 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 153,222 $39.5M 4.1% +15,778 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 152,042 $39.2M 2.96% +2,478 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 151,840 $39.2M 10.07% +2,365 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 143,618 $39.1M 4.83% -1,283 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 149,803 $38.6M 1.68% -6,152 13F-HR Timeline Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 149,742 $38.6M 20.73% -3,025 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 148,238 $38.3M 0.2% +29,561 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 147,512 $38.1M 0.9% +12,775 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 146,498 $37.8M 0.27% +29,207 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 136,449 $37.5M 6.04% +5,242 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 144,241 $37.2M 19.07% -215 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 144,028 $37.2M 1.08% -1,189 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 144,446 $37M 0.15% +22,269 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 140,905 $36.3M 0.72% +4,341 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 137,938 $35.6M 5.25% +544 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 134,837 $34.8M 7.71% -187 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 128,405 $34.6M 1.39% +4,149 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 132,483 $34.2M 7.16% -286 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 132,471 $34.2M 1.29% +1,057 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 130,888 $33.8M <0.01% -998 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 130,665 $33.7M 0.21% +14,537 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 130,593 $33.7M 6.23% +545 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 129,440 $33.4M 10.43% -144 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 128,597 $33.2M 1.3% +3,019 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 126,419 $32.6M 0.48% +130 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 126,190 $32.6M 3.12% +198 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 125,385 $32.3M 0.34% -11,027 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 125,200 $32.3M 0.26% +80,999 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 124,586 $32.1M 0.36% +7,662 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 124,526 $32.1M 0.94% new 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 124,007 $32M 16.17% +4,570 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 123,668 $31.9M 4.54% -14,580 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 123,091 $31.8M 7.91% -8,168 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 121,099 $31.2M 12.07% +54 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 120,684 $31.1M 1.21% -743 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 120,425 $31.1M 6.99% +2,724 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 119,543 $30.8M 0.18% +41,110 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 119,442 $30.8M 0.44% -4,483 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 118,770 $30.6M 0.18% +1,308 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 118,078 $30.5M 0.78% +12,585 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 116,804 $30.1M 0.73% +12,490 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 116,671 $30.1M 0.34% +8,710 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 116,667 $30.1M 0.22% +10,386 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 115,796 $29.9M 0.16% 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 113,423 $29.3M 0.08% -2,764 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 111,104 $28.7M 1.19% -1,977 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 110,608 $28.6M 0.02% -4,628 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 110,201 $28.4M 1.4% +534 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 109,261 $28.2M 10.45% +1,529 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 108,819 $28.1M 0.32% -1,703 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 108,810 $28.1M 1.39% -372 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 106,809 $27.6M 1.74% -955 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 105,904 $27.3M 1.01% +281 13F-HR/A Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 105,116 $27.1M 0.11% +33,564 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 104,542 $27M 2.13% -2,267 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 104,165 $26.9M 1.12% -3,205 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 101,507 $26.2M 0.33% -4,333 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 101,104 $26.1M 1.65% +2,804 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 100,952 $26M 10.9% +1,825 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 98,749 $25.5M 0.14% -5,424 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 98,231 $25.3M 0.37% +1,126 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 97,187 $25.1M 1.57% +2,222 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 97,022 $25M 5.61% +1,975 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 96,323 $24.8M 0.03% +29 13F-HR Timeline Group BURRUS FINANCIAL SERVICES, INC. More: the full row for BURRUS FINANCIAL SERVICES, INC. 287,513 $24.8M 14.12% +201,591 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 94,158 $24.3M 0.04% -148,191 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 93,768 $24.2M 0.01% +16,277 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 92,620 $23.9M 1.29% +4,971 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 92,302 $23.8M 1.76% -427 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 91,868 $23.7M 0.04% +1,166 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 89,357 $23M 1.35% +5,408 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 88,869 $22.9M 0.48% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 88,586 $22.9M 0.35% -1,166 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 87,749 $22.6M 1.46% +5,082 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 87,586 $22.6M 0.35% +48,700 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 87,449 $22.6M 5.52% +908 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 86,859 $22.4M 1.02% -4,968 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 85,736 $22.3M 0.29% +41,519 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 86,511 $22.3M 4.24% +10,756 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 85,990 $22.2M 0.14% +2,861 13F-HR Timeline