BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,574,909 $2.68B 0.25% +297,840 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,912,378 $536M 0.51% -42,411 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,802,396 $505M 0.04% +92,950 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,459,084 $409M 1.11% +51,314 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,109,409 $313M 2.04% +1,091,640 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 951,395 $266M 0.44% +8,713 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 883,549 $247M 0.06% +21,429 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 876,081 $245M 0.32% +2,508 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 855,442 $240M 0.06% +121,770 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 753,516 $211M 2.74% -20,349 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 746,067 $209M 0.09% +62,635 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 697,847 $195M 0.13% -7,357 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 692,120 $194M -50,784 Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 675,080 $189M 6.47% +312,395 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 535,846 $150M 2.16% +27,977 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 485,602 $136M 1.91% +16,558 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 466,559 $131M 0.05% 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 461,309 $129M 0.03% +135,912 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 460,505 $129M 1.05% +53,391 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 421,508 $118M +13,103 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 369,725 $104M 0.36% +26,685 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 320,680 $89.8M 1.11% +20,371 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 318,003 $89.1M 2.14% +3,373 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 304,691 $85.3M 0.12% +65,320 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 297,886 $83.4M 0.13% +846 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 297,502 $83.3M 0.22% +82 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 287,025 $80.4M 0.11% +5,325 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 285,765 $80M 0.17% +598 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 245,325 $68.7M +10,575 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 242,972 $66.6M 0.15% +10,504 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 229,651 $64.3M 0.01% +6,121 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 215,246 $60.3M 0.01% +11,607 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 198,317 $55.5M 0.1% -29,293 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 197,770 $55.4M 0.09% +581 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 191,492 $53.6M 0.07% -8,664 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 190,073 $53.2M 0.53% +20,048 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 166,091 $46.5M 0.04% +3,494 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 159,702 $44.7M 0.38% -2,569 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 138,805 $38.9M 4.29% +695 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 132,836 $38.7M 4.82% +11,242 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 136,067 $38.1M 5.37% -2,818 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 134,490 $37.7M 0.04% +5,581 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 129,719 $36.3M 1.33% +28,458 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 123,226 $34.5M 0.03% +31,337 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 120,585 $33.8M 1.37% -1,945 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 120,193 $33.7M 4.01% -2,320 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 118,647 $33.2M 0.2% -99 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 117,079 $32.8M 4.73% +1,592 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 116,903 $32.7M 0.18% +3,908 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 116,378 $32.6M 0.14% -17,354 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 113,636 $32.3M 4.51% +2,133 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 113,141 $31.7M 0.01% -8,334 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 109,701 $30.7M 1.05% new 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 103,212 $28.9M 4.25% +1,790 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 102,978 $28.8M 8.4% -1,369 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 102,075 $28.6M 3% +1,985 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 100,100 $28M 5.69% +4,068 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 97,193 $27.2M 0.05% +2,203 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 96,853 $27.1M 0.09% -18,792 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 96,476 $27M 1.09% +849 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 91,739 $25.7M 9.64% -1,515 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 90,633 $25.4M +4,035 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 88,550 $24.8M 0.12% +4,104 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 81,051 $22.7M 1.24% +4,557 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 76,628 $21.8M 0.04% -3,774 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 77,424 $21.7M 1.12% -5,217 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 76,463 $21.4M 0.24% -2,250 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 74,261 $20.8M 0.04% +121 13F-HR Timeline Group Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 73,864 $20.7M 3.8% +662 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 72,067 $20.2M 0.74% -2,371 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 71,763 $20.1M 0.24% -3,170 13F-HR Timeline Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 67,141 $18.8M 4.09% +5,865 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 64,989 $18.2M 0.12% +26,314 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 64,760 $18.1M 0.07% +3,182 13F-HR/A Timeline Invst, LLC More: the full row for Invst, LLC 64,689 $18.1M 2.2% -628 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 63,843 $17.9M 2.78% +419 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 63,212 $17.7M 3.61% -463 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 62,595 $17.5M +2,398 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 62,449 $17.5M <0.01% -26,376 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 62,123 $17.4M 3.09% -272 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 61,650 $17.3M 1.39% 0 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 60,026 $16.8M <0.01% -41,164 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 59,651 $16.7M 0.21% -5,741 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 58,221 $16.3M 0.05% +4,078 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 57,510 $16.1M 1.4% +55,464 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 56,767 $15.9M 0.44% +54,451 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 56,563 $15.8M 1.67% +4,179 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 56,474 $15.8M 5.98% +298 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 56,281 $15.8M 0.23% -365 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 55,720 $15.6M 2.41% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 55,466 $15.5M 1.8% +4,475 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 55,402 $15.5M 0.98% +41,320 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 55,175 $15.5M 0.22% +290 13F-HR Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 55,108 $15.4M 1.29% +77 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 54,816 $15.4M 4.48% +6,471 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 52,660 $14.7M 1.71% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 51,532 $14.4M 0.21% -685 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 51,546 $14.4M 2.83% -8,242 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 51,295 $14.4M 2.95% -1,605 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 50,707 $14.2M <0.01% +3,145 13F-HR Timeline Group Corrigan Financial, Inc. More: the full row for Corrigan Financial, Inc. 49,787 $13.9M 3.2% -305 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 49,760 $13.9M 0.85% -1,476 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 49,734 $13.9M 3.44% -1,865 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 49,399 $13.8M 0.04% +2,930 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 48,540 $13.6M 8.17% +318 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 47,998 $13.4M 0.02% -20,022 13F-HR Timeline Group HTLF Bank More: the full row for HTLF Bank 46,821 $13.1M 1.48% -827 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 45,686 $12.8M 0.17% +3,987 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,658 $12.2M 0.11% +953 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 41,123 $12.1M 0.08% -1,657 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 42,701 $12M 0.79% -2,309 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 42,546 $11.9M 0.03% +1,859 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 42,333 $11.9M 0.38% -1,981 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 41,687 $11.7M 0.03% +3,970 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 40,976 $11.5M 2.79% -46 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 40,723 $11.4M 0.02% +2,230 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 40,633 $11.4M 0.39% -1,085 13F-HR Timeline FSA Investment Group, LLC More: the full row for FSA Investment Group, LLC 40,223 $11.4M 9.9% 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 40,033 $11.2M 3.76% -186 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 39,756 $11.1M 0.2% new 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 38,688 $10.8M 3.61% -475 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 38,634 $10.8M 2.97% -164 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 38,320 $10.7M 0.16% -376 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 37,696 $10.6M 4.03% +460 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 36,983 $10.4M 0.12% +1,426 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 36,913 $10.3M 4.4% -161 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 36,811 $10.3M 4.45% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 36,477 $10.2M 0.29% -1,441 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,049 $10.1M +940 Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 35,757 $10M 1.57% +2,174 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 35,086 $9.83M 2.26% -235 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 34,272 $9.6M 3.67% +5,608 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 33,735 $9.45M 2.51% -82 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 33,636 $9.42M 0.13% +562 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 33,112 $9.27M 0.06% +305 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 32,832 $9.19M 0.53% +577 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 31,701 $8.88M 3.2% -669 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,743 $8.61M 0.15% +1,229 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 30,268 $8.48M 5.48% -795 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 30,048 $8.42M 1.35% -1,294 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 29,883 $8.37M 0.3% -678 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,555 $8.28M 0.08% +1,513 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 29,515 $8.27M 0.02% -1,005 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 29,371 $8.23M 0.61% +26,247 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 28,866 $8.08M 1.09% +983 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 28,422 $7.96M 0.15% -4,199 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,417 $7.96M 0.12% -1,225 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 28,403 $7.95M 3.9% -437 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 28,212 $7.9M 0.31% -180 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 28,148 $7.88M 0.22% +1,050 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 28,017 $7.85M 1.4% +300 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 27,918 $7.82M 2.75% +67 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,839 $7.8M 0.26% -4,066 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 27,452 $7.69M 1.03% -509 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 27,247 $7.63M 2.11% -822 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 27,093 $7.59M 0.35% -12 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 26,429 $7.4M 0.18% -1,641 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 26,043 $7.29M 0.26% -768 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 25,984 $7.28M <0.01% +404 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 25,484 $7.14M 0.03% +43 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 25,120 $7.04M 1.36% -1,040 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 24,741 $6.93M <0.01% +5,721 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 24,402 $6.83M 1.03% -8,093 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 24,306 $6.81M +5,524 Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 23,605 $6.61M 0.68% +1,857 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 23,519 $6.59M 0.05% -1,062 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 23,473 $6.57M 2.49% +1,203 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 23,158 $6.49M 0.67% -10,543 13F-HR Timeline Blue Investment Partners LLC More: the full row for Blue Investment Partners LLC 23,151 $6.48M 2.38% +324 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 22,966 $6.43M 1.38% -66 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 22,925 $6.42M 3.27% +9,968 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 22,510 $6.3M 0.03% -21,220 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 22,343 $6.26M 2.35% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 21,690 $6.07M 0.12% +354 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 21,459 $6.01M 2.14% +644 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 21,396 $5.99M 0.64% +1,424 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 21,366 $5.98M 0.79% -691 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 21,266 $5.96M <0.01% +1,679 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 20,874 $5.85M 0.24% +11 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 20,537 $5.75M 1.6% -54 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 19,900 $5.57M 1% +2,344 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 19,829 $5.55M 0.2% -231 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,702 $5.52M 0.22% +3,520 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 19,412 $5.44M 2.23% -722 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 19,221 $5.38M 0.15% +1,461 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 19,205 $5.38M 0.62% -14 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,204 $5.38M 0.18% +502 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 18,738 $5.25M 3.31% +204 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 18,674 $5.23M 2.49% +214 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 18,449 $5.17M 0.69% +1,540 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,383 $5.15M 0.03% +458 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 18,355 $5.14M 0.09% -115 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 18,346 $5.14M 0.23% +1,637 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 18,194 $5.1M 1.63% -418 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,858 $5.07M 0.17% +228 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 18,062 $5.06M 0.01% +2,473 13F-HR/A Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 17,951 $5.03M 2.3% +11,001 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,534 $5.01M 0.06% +9,079 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 17,771 $4.98M 2.43% -5,662 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,456 $4.89M 0.11% -357 13F-HR Timeline Group