BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,953,009 $2.76B 0.22% +97,104 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,881,972 $521M 0.03% +7,665 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,540,575 $427M 1.01% +26,026 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 938,777 $260M 0.3% +18,001 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 867,132 $240M 0.08% +39,338 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 866,190 $240M 0.05% -17,783 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 817,759 $226M 0.05% -47,451 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 759,313 $210M 0.28% -199,175 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 688,885 $190M 0.14% +42,379 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. 680,936 $189M 0.12% -17,677 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 678,870 $188M 6.27% +110 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 642,042 $178M 1.17% +40,341 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 637,683 $177M -21,699 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 611,559 $169M 1.81% -191,239 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 513,229 $142M 1.99% +949 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 502,158 $139M 1.66% +11,775 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 493,193 $137M 0.36% +23,418 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 443,257 $123M 0.04% -19,988 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 403,922 $112M 0.03% -11,158 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 367,032 $102M 0.17% +78,115 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 364,162 $101M 0.57% -8,866 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 357,304 $99M 1.24% +23,706 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 353,707 $98M 0.28% -4,510 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 338,104 $93.6M 0.12% +15,590 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 317,808 $88M 0.19% +26,459 13F-HR/A Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 316,818 $87.7M 1.95% -2,460 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 307,165 $85.1M 3.16% +302,050 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 314,935 $84.7M 0.15% +122,801 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 295,778 $81.9M 0.12% -858 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 285,420 $79M 0.02% -702,831 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 270,703 $75M 0.1% -31,508 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 256,892 $71.1M +5,531 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 250,196 $69.3M <0.01% +27,555 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 222,653 $61.7M 0.11% +3,758 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 203,119 $56.3M 0.08% +6,701 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 197,058 $54.6M 0.04% +22,461 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 176,481 $48.9M 0.06% -189 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 153,774 $42.6M 0.34% -2,809 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 139,511 $38.6M 3.58% +3,221 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 139,346 $38.6M 4.22% -693 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 135,834 $37.6M 0.52% +78,652 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 135,851 $37.6M 1.3% +1,202 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 134,684 $37.3M 0.04% -3,207 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 132,244 $36.6M 4.02% +6,811 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 131,313 $36.4M 1.3% +5,588 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 130,876 $36.2M 5.06% -2,185 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 129,646 $35.9M 0.19% +4,160 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 120,455 $33.4M 4.26% -323 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 117,815 $32.6M 0.13% +2,138 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 115,832 $32.1M 0.17% +1,974 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 113,009 $31.3M 2.83% +8,136 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 112,671 $31.2M 0.03% -3,060 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 111,949 $31M 4.1% -683 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 108,643 $30.1M 0.01% -755 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 103,739 $28.7M 3.78% +1,349 13F-HR Timeline Jentner Corp More: the full row for Jentner Corp 102,457 $28.4M 7.6% +2,637 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 100,272 $27.8M 5.43% +317 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 96,816 $26.8M 0.3% +75,247 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 93,880 $26.4M 0.04% -25 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 93,198 $25.8M 1.13% -426 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 88,047 $24.4M -5,213 Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 85,218 $23.6M 9.24% +2,446 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 81,368 $22.5M -1,762 Timeline McAdam, LLC More: the full row for McAdam, LLC 80,703 $22.3M 1.22% -367 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 80,143 $22.2M 0.04% -4,197 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 79,473 $22M 0.11% -10,924 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 77,748 $21.5M <0.01% +15,092 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 77,343 $21.4M 0.07% -17,639 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 77,082 $21.3M 0.15% +53,943 13F-HR/A Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 76,698 $21.2M 0.22% +517 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 74,512 $20.6M 0.08% +3,741 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 73,712 $20.4M 0.72% +2,124 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 67,981 $18.8M 2.38% +3,539 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 66,568 $18.4M 3.4% +1,389 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 64,839 $18M 4.52% +7,720 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 63,854 $17.7M 1.31% +479 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 62,789 $17.4M 0.21% +2,823 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 62,325 $17.3M 0.21% -2,455 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 60,476 $16.7M 2.92% -918 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 59,263 $16.4M 1.48% +791 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 58,003 $16.1M 0.37% +51,891 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 57,801 $16M 1.64% -297 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 55,795 $15.5M 5.47% -788 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 55,720 $15.4M 2.29% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 55,539 $15.4M 0.49% +18,352 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 55,266 $15.3M 0.59% +2,929 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 54,883 $15.2M 0.03% -4,433 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 54,722 $15.2M 0.21% -1,894 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 54,695 $15.1M <0.01% -2,365 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 54,415 $15.1M 0.05% -2,660 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 54,245 $15M 2.57% +38 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 52,660 $14.6M 1.6% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 52,253 $14.5M 1.4% +27,374 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 51,940 $14.4M 1.03% +8,856 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,653 $14.3M 0.11% +10,283 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 51,460 $14.3M 0.57% -20,605 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 51,439 $14.2M 3.42% +2,435 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 51,192 $14.2M 2.9% +2,054 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 50,992 $14.1M 0.18% +1,978 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 49,306 $13.7M 0.41% +1,841 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 48,562 $13.4M 3.09% +7,571 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 48,229 $13.4M 0.03% -2,732 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 47,743 $13.2M 0.17% +1,676 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 46,761 $12.9M 0.81% -1,581 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 53,961 $12.8M 4.22% +53,305 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 45,269 $12.5M 0.08% +3,154 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 44,947 $12.4M 5.41% +21,015 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 41,185 $11.4M 3.52% +28 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 41,074 $11.4M 0.61% -161 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,585 $11.2M 0.03% -11,479 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 40,542 $11.2M 4.13% +3,886 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 40,098 $11.1M 0.02% -2,970 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 39,596 $11M 0.02% -2,939 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 38,842 $10.8M 0.07% -44,506 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 38,551 $10.7M 2.93% -44 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 38,433 $10.6M 2.75% -793 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 38,217 $10.6M 3.64% +2,259 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 38,208 $10.6M 4.08% +54 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 37,913 $10.5M 0.34% -1,265 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 37,842 $10.5M 0.4% -6,088 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 37,837 $10.5M 0.08% +22,278 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 37,165 $10.3M <0.01% +12,187 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 36,561 $10.1M 0.14% -401 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,001 $9.97M 0.02% -5,844 13F-HR Timeline Group Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 35,266 $9.77M 7.56% 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 35,264 $9.77M 2.09% -1,088 13F-HR Timeline CX Institutional More: the full row for CX Institutional 34,872 $9.66M 0.34% +9,409 13F-HR/A Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,222 $9.48M -1,725 Timeline Marion Wealth Management More: the full row for Marion Wealth Management 34,117 $9.45M 2.37% +1,024 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 32,906 $9.11M 0.05% +132 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 32,751 $9.07M 0.72% +944 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32,621 $9.03M 0.24% -1,953 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 32,583 $9.02M 1.35% +30,495 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,280 $8.95M 0.25% +19,638 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 28,655 $8.88M 0.41% +3,516 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 31,744 $8.79M 0.48% -329 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 31,190 $8.64M 1.24% +7,943 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 30,532 $8.46M 3.04% +2,299 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 30,239 $8.37M 5.18% +79 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 29,919 $8.29M 1.25% -73 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 29,798 $8.26M 0.33% +1,159 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,090 $8.06M 0.09% -2,955 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 28,893 $8M 0.06% -1,098 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 28,883 $8M 3.54% +1,078 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 28,772 $7.97M 2.49% +2,703 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 28,401 $7.87M 1.37% +2,019 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28,212 $7.81M 0.02% -421 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 27,966 $7.74M 0.42% +782 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 27,962 $7.74M 2.33% +44 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 27,932 $7.74M 0.07% -10,323 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,590 $7.64M 0.21% +8,241 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,573 $7.64M 0.18% -2,525 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 26,664 $7.38M 1.31% +9,582 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 26,540 $7.35M 0.33% -163 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 26,438 $7.32M 0.08% -492 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 26,115 $7.25M 0.7% +2,485 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 25,611 $7.09M 3.18% +952 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 25,510 $7.08M 0.25% -1,140 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 25,467 $7.05M 1.93% -539 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 25,292 $7M 1.14% +3,890 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 24,944 $6.91M 0.81% -1,549 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 24,651 $6.83M 0.19% +1,024 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,629 $6.82M <0.01% +7,006 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 24,147 $6.69M 0.01% 0 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 23,337 $6.46M 1.3% 0 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 23,027 $6.38M 2.02% -137 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 22,783 $6.31M 0.03% 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,511 $6.23M <0.01% -2,453 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 22,474 $6.22M 1.97% +378 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 22,424 $6.21M 0.2% +2,805 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 22,364 $6.19M 0.19% +1,130 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 21,768 $6.03M 0.13% +167 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 21,725 $6.02M 0.11% -3,152 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 21,618 $5.99M 0.77% -41 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 21,186 $5.87M 0.2% -4,320 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 20,877 $5.78M 2.46% +146 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 20,256 $5.61M 1.45% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 20,157 $5.58M 0.16% +328 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. 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