BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,482,761 $3.1B 0.2% +44,504 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,007,340 $734M 0.04% +70,761 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,608,348 $588M 1.01% -970 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,020,017 $373M 1.43% +212,203 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 982,654 $359M 0.32% -2,067 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 915,761 $335M 0.08% +16,779 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 825,425 $302M 0.05% -12,172 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 767,541 $281M -8,925 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 679,026 $248M 0.12% -18,603 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 648,466 $237M 2.07% +44,594 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 641,022 $234M 6.71% -20,411 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 638,366 $228M 0.09% +21,303 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 613,622 $224M -24,608 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 538,400 $197M 1.46% +2,204 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 535,483 $196M 2.15% +3,717 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 505,429 $185M 0.04% +17,695 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 476,329 $174M 0.05% -843 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 456,269 $167M 0.49% +315,525 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 439,364 $161M 0.15% -37,547 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 406,755 $149M 0.21% -624,573 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 375,004 $137M 1.31% +6,592 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 373,109 $136M 0.28% +45,392 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 361,292 $132M -23,312 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 330,779 $121M 0.14% +35,267 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 326,837 $120M 0.06% +9,709 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 322,843 $118M 0.02% +29,289 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 319,268 $117M 0.18% +1,563 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 296,997 $109M 3.27% -17,289 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 268,681 $98.3M 0.09% -4,697 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 250,166 $91.5M -4,875 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 228,047 $82.4M <0.01% -15,228 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 3,648 $81.6M 9.89% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 205,004 $75M 0.41% +886 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 204,648 $74.8M 0.08% -7,844 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 196,613 $71.9M 0.09% -17,442 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 193,066 $70.6M 0.09% -13,140 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 200,771 $68.8M 0.2% +137,447 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 183,200 $67M 0.8% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 181,979 $66.6M 0.07% -24,046 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 173,535 $63.5M -9,621 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 170,183 $62.2M 0.29% -1,573 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 149,149 $54.5M 3.08% -180 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 148,109 $54.2M 0.05% -418 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 140,559 $51.4M 0.58% +7,294 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 140,393 $51.3M 0.03% +16,361 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 139,930 $51.2M 1.37% +2,002 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 137,533 $50.3M 4.56% -2,178 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 136,150 $49.8M 0.28% -6,687 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 135,738 $49.6M 3.48% -2,628 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 131,643 $48.1M 3.35% +2,550 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 124,773 $45.6M 3.09% +3,085 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 123,901 $45.3M 4.05% -20,636 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 114,217 $41.8M 5.03% -3,495 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 113,480 $41.5M <0.01% +14,046 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 108,254 $39.6M -1,495 Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 102,047 $37.3M 1.29% -1,135 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 101,567 $37.1M 5.33% +746 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100,187 $36.6M 0.11% -1,711 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 96,959 $35.5M 1.8% -187 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 93,475 $34.2M 0.23% +45,850 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 89,369 $32.7M 0.12% +3,145 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 86,081 $31.5M 9.4% -1,694 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 85,159 $31.1M <0.01% -2,149 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 84,721 $31M 0.03% +166 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 84,243 $30.8M 0.81% -46,806 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 84,065 $30.7M 3.51% -2,891 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 78,324 $28.6M 4.78% +2,901 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 75,560 $27.6M <0.01% +886 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,969 $27.6M 0.05% +429 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 73,173 $26.8M 0.32% +20,495 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 72,761 $26.6M 1.63% +1,319 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 72,415 $26.5M 0.16% -7,311 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 70,499 $25.8M 0.03% -4,539 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 70,012 $25.6M 0.06% -6,182 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 69,585 $25.4M 0.25% -1,829 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 72,220 $25.2M 1.8% +9,608 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 66,268 $24.2M 3.67% -567 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 65,040 $23.8M 0.12% -23,469 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 64,985 $23.8M 1.32% +506 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 62,476 $22.8M 0.03% -2,751 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 60,854 $22.3M 0.2% +1,210 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 59,919 $21.9M 6.28% +872 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 58,684 $21.5M 0.83% -16,794 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 57,788 $21.1M 3.09% -1,200 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 57,740 $21.1M 0.69% -2,712 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 57,180 $20.9M 3.01% +25,216 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 54,988 $20.1M 3.77% +50 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 54,594 $20M 3.06% -173 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 53,847 $19.7M 3.29% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 53,151 $19.4M 2.49% -1,078 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 51,662 $18.9M 3.26% +275 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 51,083 $18.7M 7.04% +121 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 50,579 $18.5M 0.21% -1,046 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 50,496 $18.5M +7,079 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,479 $18.5M 0.04% +15,082 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 49,306 $18M 0.45% -1,221 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 49,248 $18M 0.03% +941 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 47,956 $17.5M 0.54% +1,090 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 47,936 $17.5M 0.08% +905 13F-HR Timeline Group Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 47,871 $17.5M 2.77% +12,108 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 47,366 $17.3M 0.08% -46,020 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,227 $17.3M 0.08% -656 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 46,677 $17.1M 4.55% +520 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 45,395 $16.6M 0.02% +2,209 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 45,090 $16.5M 0.88% -1,733 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 44,660 $16.3M 0.16% +219 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 44,485 $16.3M 0.4% +10,397 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 43,917 $16.1M 1.99% +3,490 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 43,589 $15.9M 0.07% +13,688 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 42,841 $15.7M 0.41% +4,953 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 42,409 $15.5M 4.11% -11 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 41,562 $15.2M 4.08% +465 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 41,855 $15.2M 1.74% -8,213 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 41,174 $15.1M 0.91% +6,125 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 40,289 $14.7M 0.66% -254 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 40,172 $14.7M 0.11% +34,955 13F-HR Timeline Group Jacobsen Capital Management More: the full row for Jacobsen Capital Management 39,584 $14.5M 4.23% +8 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 38,990 $14.3M 3.62% +532 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 38,905 $14.2M 0.18% -2,097 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFP Advisors, Inc More: the full row for IFP Advisors, Inc 38,550 $14.1M 0.25% -11,753 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 38,149 $14M 2.19% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 38,090 $13.9M 0.02% +152 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 37,986 $13.9M 0.84% +658 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 36,035 $13.2M 0.14% -6,493 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 35,984 $13.2M 0.03% +3,057 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 35,730 $13.1M 8.17% -484 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 35,547 $13M 2.45% +7,010 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 35,505 $13M 0.63% -985 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 34,410 $12.6M <0.01% -1,109 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 33,897 $12.4M 2.09% -2,319 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 33,773 $12.4M 0.01% +9,388 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 33,537 $12.3M 0.3% -1,265 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 33,370 $12.2M 1.02% +8,906 13F-HR/A Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 33,134 $12.1M 1.14% -838 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 32,358 $11.8M 1.67% +4,070 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 32,271 $11.8M 2.41% -333 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 31,759 $11.6M 1.87% +36 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 31,689 $11.6M 2.43% -1,126 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 31,589 $11.6M 0.14% -520 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 30,479 $11.1M -1,319 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 30,110 $11M 0.02% +7,093 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,924 $10.9M 0.06% +1,036 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 29,920 $10.9M 2.87% -890 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 29,829 $10.9M 5.85% -86 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 29,746 $10.9M 1.32% +210 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 29,523 $10.8M 5.79% -315 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 29,317 $10.7M 0.28% -1,715 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 29,015 $10.6M 0.21% -408 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 28,893 $10.6M 0.93% +3,346 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 28,768 $10.5M 3.65% -480 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 28,535 $10.4M 2.1% -2,883 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,382 $10.4M 0.06% -9,429 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,266 $10.3M 0.06% +251 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 28,114 $10.3M 0.22% +76 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,569 $10.1M 0.19% -524 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 27,456 $10M 0.25% +1,130 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 27,334 $10M 2.64% -349 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 27,200 $9.95M 0.13% +746 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 27,098 $9.91M 4.43% +910 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 27,000 $9.87M 0.36% -242 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 26,359 $9.64M 0.07% -397 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 26,188 $9.58M 0.23% +1,290 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,102 $9.55M <0.01% +1,242 13F-HR Timeline Group Carolina Wealth Management Inc More: the full row for Carolina Wealth Management Inc 25,579 $9.35M 4.3% 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 24,941 $9.12M 0.1% +2,064 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 24,929 $9.12M 0.04% -1,254 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 24,824 $9.08M 2.2% -2,986 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 24,547 $8.98M 1.11% -1,427 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 24,502 $8.96M 0.08% +15,018 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 24,399 $8.92M <0.01% +14,452 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 24,366 $8.91M 0.49% +2,597 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 23,986 $8.77M 3.19% +284 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 23,961 $8.76M 0.56% -461 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 23,921 $8.75M 0.13% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 23,806 $8.71M 0.14% -7,646 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 23,601 $8.63M 0.19% -20 13F-HR Timeline Copper Harbor Investment Advisors, LLC More: the full row for Copper Harbor Investment Advisors, LLC 23,596 $8.63M 1.83% 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 23,371 $8.55M 3.78% +349 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 23,265 $8.51M 2.08% -230 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,025 $8.42M 0.01% -57 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 22,694 $8.3M 1.02% +521 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 22,375 $8.18M 4.52% +852 13F-HR Timeline Everhart Financial Group, Inc. 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