BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 21,634,424 $5.67B 0.41% -1,795,023 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,041,306 $2.11B 0.13% +176,763 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 6,021,392 $1.58B 0.31% -26,192 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,495,040 $1.18B +560,851 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,583,276 $939M +258,647 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,328,890 $872M 1.29% +133,747 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,322,073 $870M 0.23% -591,321 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,976,080 $763M 0.37% +476,269 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,832,448 $742M 1.3% +188,373 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,812,991 $737M 0.45% +65,009 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,252,087 $590M 0.18% -52,518 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,215,685 $580M 0.68% +249,753 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,197,074 $575M 0.13% -201,680 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,091,328 $548M 0.1% -111,620 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,035,636 $533M 0.36% -90,108 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. 1,962,918 $514M 0.3% +19,923 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 1,940,971 $508M 0.09% +205,703 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,860,363 $487M -31,072 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,745,051 $457M 0.06% +59,565 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,696,661 $444M 0.98% +128,686 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,506,970 $394M 0.53% 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,230,968 $322M 0.34% +62,668 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 1,191,150 $312M 0.06% +35,183 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,175,277 $308M 0.02% +25,242 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,173,969 $307M 0.28% -5,647 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,203,000 $305M 0.02% +58,963 13F-HR/A Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,140,780 $299M 8.27% +31,193 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,125,152 $295M 6.17% +1,489 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 980,879 $257M 0.36% -15,357 13F-HR Timeline TIAA group of 5 filers holding More: the full row for TIAA 962,471 $252M -15,732 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 958,835 $251M 0.27% +7,592 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 907,826 $238M 0.35% +84,443 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 904,125 $237M 3.63% +886,923 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 887,176 $232M 1.14% -3,092 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 869,031 $228M +98,251 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 810,773 $212M 0.33% +32,180 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 754,676 $198M 4.56% +6,676 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 733,004 $192M 0.08% -101,560 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 732,313 $192M +369,940 Timeline VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 692,063 $181M new Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 673,535 $176M 3.51% -92,290 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 651,388 $171M 3.24% +136,123 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 607,527 $159M 2.82% +18,471 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 604,595 $158M 0.21% +106,415 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 590,093 $155M 1.76% +22,134 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 567,165 $149M 0.62% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 548,068 $143M 0.2% -21,001 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 525,158 $138M 1.26% -21,249 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 509,817 $134M 1% +2,982 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 479,636 $126M 0.5% -13,776 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 476,205 $125M 4.56% +343,734 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 462,345 $121M <0.01% -91,044 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 459,424 $120M 0.21% +16,482 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 458,673 $120M 1.54% +5,699 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 441,733 $116M 8.64% +11,981 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 434,428 $114M 0.15% +20,591 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 430,929 $113M 0.22% -6,217 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 423,322 $109M 0.7% +36,014 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 408,014 $107M 1.37% +718 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 401,536 $105M 0.83% +2,938 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 395,662 $104M 0.27% -1,263 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 390,627 $102M 2.33% +3,990 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 375,743 $98.4M 0.14% -38,820 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 375,719 $98.4M 6.09% +6,313 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 375,337 $98.3M 0.27% -65,364 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 371,133 $97.2M 8.48% +18,203 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 369,600 $96.8M 6.22% +72,874 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 367,802 $96.3M <0.01% +12,296 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 367,376 $96.2M 0.45% +1,865 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 350,327 $91.8M 1.97% +26,413 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 350,327 $91.8M 1.71% +26,413 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 347,169 $90.9M +70,515 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 342,877 $89.9M -252 Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 321,684 $84.3M 2.63% -13,022 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 320,036 $83.8M 1.03% +6,727 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 316,200 $82.8M 5.88% -102,548 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 313,171 $82M 0.27% -641 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 310,293 $81.3M 0.6% +24,033 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 288,401 $75.5M 0.59% +9,436 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 284,318 $74.5M 2.16% -17,373 13F-HR Timeline Group Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 281,628 $73.8M 1.54% 0 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 280,039 $73.3M 12.63% +1,320 13F-HR Timeline WIT, LLC More: the full row for WIT, LLC 264,221 $69.2M 1.31% -131 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 260,494 $68.2M 2.72% -1,206 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 260,102 $68.1M 6.87% -2,984 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 258,672 $67.8M 2.95% +4,256 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 255,392 $66.9M 6.98% +193 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 243,103 $63.7M 0.13% -48,940 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 234,190 $61.3M 1.21% +23,897 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 230,828 $60.5M 0.11% +1,608 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 228,029 $60.4M 0.13% -170,165 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 219,708 $57.5M 0.61% +94,323 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 213,243 $55.9M 0.07% -50,429 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 211,849 $55.5M 1.84% +9,607 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 211,306 $55.3M 0.31% +7,071 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 210,237 $55.1M 0.47% -3,661 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 207,305 $54.3M 7.31% +5,708 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 205,590 $53.8M +955 Timeline CHOREO, LLC More: the full row for CHOREO, LLC 204,738 $53.6M 0.66% +20,734 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 203,898 $53.4M 0.13% +10,488 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 182,750 $52M 1.16% +10,496 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 195,207 $51.1M 0.34% -4,402 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 195,019 $51.1M 0.18% -1,016 13F-HR/A Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 191,300 $50.1M 7.6% -69,030 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 189,512 $49.6M 0.05% +172,710 13F-HR Timeline Group American Trust More: the full row for American Trust 188,242 $49.3M 4.36% +2,847 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 187,247 $49M 3.48% +35,205 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 177,989 $46.6M 0.65% +470 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 177,164 $46.4M 1.42% -56,483 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 174,447 $45.7M 0.3% +6,395 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 172,797 $45.3M 10.77% +476 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 171,762 $45M 10.4% +2,558 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 170,397 $44.6M 3.74% -1,429 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 168,306 $44.1M 2.64% -1,644 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 167,650 $43.9M 0.95% +20,138 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 165,610 $43.4M 0.23% +704 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 165,053 $43.2M 4.06% +11,831 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 164,577 $43.1M 2.87% -8,198 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 163,687 $42.9M 2.93% +5,377 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 161,417 $42.4M 0.21% +13,179 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 161,135 $42.2M 0.76% +3,966 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 160,136 $41.9M 0.22% +13,638 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 143,693 $40.7M 6.05% +7,244 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 142,227 $40.5M 0.6% +1,322 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 154,343 $40.4M 10.67% +2,503 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 153,390 $40.2M 0.19% -19,400 13F-HR Timeline Group Investments & Financial Planning, LLC More: the full row for Investments & Financial Planning, LLC 148,729 $39M 21.21% -1,013 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 136,093 $38.9M 1.49% +7,688 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 146,103 $38.3M 0.15% +1,657 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 145,876 $38.2M 0.02% -154,175 13F-HR/A Timeline Group Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 143,888 $37.7M 4.74% +270 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 142,972 $37.4M 1.14% -1,056 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 142,772 $37.4M 18.35% -1,469 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 142,250 $37.3M 1.56% -7,553 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 141,352 $37M 18.36% +17,345 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 135,454 $36.9M 7.47% +617 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 137,137 $35.9M 1.11% -17,709 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 136,177 $35.7M 7.04% +3,694 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 135,340 $35.4M 0.21% +4,675 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 133,155 $34.9M 3.67% +91,409 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 133,084 $34.9M 0.92% +15,006 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 132,988 $34.8M 1.44% +4,391 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 132,857 $34.8M <0.01% +1,969 13F-HR Timeline Group Whelan Financial More: the full row for Whelan Financial 129,152 $33.8M 10.5% -288 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 129,053 $33.8M 0.96% -24,812 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 128,314 $33.6M 3.77% +128,206 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 128,019 $33.5M 4.72% -2,574 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 126,695 $33.2M 0.25% +1,495 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 126,682 $33.2M 0.48% +263 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 126,290 $33.1M 3.16% +100 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 123,580 $32.4M 12.5% +2,481 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 123,376 $32.3M 7.14% +2,951 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 122,115 $32M 0.37% +5,444 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 120,685 $31.6M 0.27% +4,018 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 120,390 $31.5M 8.16% -2,701 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 119,511 $31.3M 4.54% -4,157 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 118,060 $31M 1.67% +36,498 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 118,233 $31M 0.37% -6,353 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 117,822 $30.9M 1.22% -2,862 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 117,586 $30.8M 0.44% +30,000 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 117,447 $30.7M 0.19% -1,323 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 115,857 $30.3M 0.7% -947 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 114,000 $29.9M 0.41% -5,442 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 113,964 $29.8M 14.74% +112,478 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 112,000 $29.3M 0.23% +38,537 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 111,460 $29.2M 1.2% +356 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 111,329 $29.2M 10.81% +2,068 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 110,356 $28.9M 1.51% +155 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 110,269 $28.9M 1.92% +3,460 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 110,082 $28.8M 0.37% +11,851 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 110,024 $28.8M 0.88% +52,410 13F-HR/A Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 108,081 $28.3M 0.01% +14,313 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 106,896 $28M 1.38% -1,914 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 106,288 $27.8M 0.14% -9,508 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 106,060 $27.8M 0.07% -7,363 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 103,322 $27.1M 0.32% -5,497 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 102,259 $26.8M 2.36% -2,283 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 100,875 $26.4M 1.09% -3,290 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 100,683 $26.4M 0.33% -824 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 100,163 $26.2M 6% +3,141 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 99,375 $26M 1.66% -1,729 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 99,166 $26M 10.79% -1,786 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 98,182 $25.7M 0.56% +9,313 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 98,179 $25.7M 0.02% -12,429 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 98,074 $25.7M 0.12% -21,469 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 98,052 $25.7M 1.58% +865 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 97,880 $25.6M 3.64% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 96,958 $25.4M 1.34% +4,338 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 96,187 $25.2M 4.51% +9,676 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 95,944 $25.1M 0.35% +10,208 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 94,388 $24.7M 0.13% -4,361 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 93,454 $24.5M 0.04% -2,869 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 93,289 $24.4M 0.13% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 93,267 $24.4M 0.58% +9,964 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 91,720 $24M 1.5% +3,971 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 91,139 $23.9M 0.04% -3,019 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 91,104 $23.9M 0.15% +5,114 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 89,261 $23.5M 1.76% -3,041 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 89,427 $23.4M 0.06% +6,678 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 89,254 $23.4M 0.33% +3,660 13F-HR Timeline