BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,989,402 $2.97B 0.22% +36,393 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,931,756 $575M 0.03% +49,784 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,550,620 $461M 0.99% +10,045 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 949,929 $283M 0.3% +11,152 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 899,840 $268M 0.08% +32,708 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 894,206 $266M 0.42% +134,893 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 872,642 $260M 0.05% +6,452 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 768,445 $229M 0.04% -49,314 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. 683,942 $204M 0.12% +3,006 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 670,420 $200M 6.25% -8,450 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 639,652 $190M +1,969 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 604,629 $180M 1.82% -6,930 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 562,371 $168M 0.11% -126,514 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 510,225 $152M 1.98% -3,004 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 506,199 $151M 1.2% +4,041 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 468,752 $140M 0.34% -24,441 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 461,063 $137M 0.16% +94,031 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 451,017 $134M 0.04% +7,760 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 400,969 $119M 0.03% -2,953 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 365,995 $109M 1.24% +8,691 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 357,202 $106M 0.56% -6,960 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 356,456 $106M 0.28% +2,749 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 357,605 $106M 0.15% +42,670 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 340,129 $101M 0.11% +2,025 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 326,714 $97.2M 0.19% +8,906 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 315,937 $94M 1.94% -881 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 305,716 $91M 3.2% -1,449 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 296,310 $88.2M 0.12% +532 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 277,303 $82.5M 0.01% -8,117 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 256,599 $76.4M -293 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 243,363 $72.4M <0.01% -6,833 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 228,230 $67.9M 0.05% +31,172 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 225,241 $67M 0.09% -45,462 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 210,642 $62.7M 0.11% -12,011 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 209,417 $62.3M 0.08% +6,298 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 182,189 $54.2M 0.06% +5,708 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 164,409 $48.9M 0.42% +87,711 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 152,017 $45.2M 0.33% -1,757 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 141,296 $42.1M 4.37% +1,950 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 140,062 $41.7M 3.57% +551 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 137,632 $41M 0.2% +7,986 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 136,290 $40.6M 4.18% +4,046 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 136,275 $40.6M 0.04% +1,591 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 135,420 $40.3M 0.51% -414 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 133,310 $39.6M 1.28% -2,541 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 132,292 $39.4M 1.3% +979 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 127,632 $38M 4.89% -3,244 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 121,839 $36.4M 4.26% +1,384 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 122,116 $36.3M 0.03% +9,445 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 121,100 $36M 3.05% +8,091 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 117,379 $34.9M 0.13% -436 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 116,906 $34.8M 2.35% +64,966 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 114,527 $34.1M 0.15% -1,305 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 105,064 $31.3M <0.01% -3,579 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 102,061 $30.4M 3.75% -1,678 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 100,633 $30M 5.22% +361 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 111,503 $29.8M 4.17% -446 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 95,030 $28.6M 0.04% +1,150 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 94,023 $28M +12,655 Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 91,968 $27.4M 1.11% -1,230 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 91,973 $27.4M 0.25% -4,843 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 91,939 $27.4M 0.1% +17,427 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 87,565 $26.1M -482 Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 85,287 $25.4M 1.53% +27,486 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 84,622 $25.2M 0.04% +4,479 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 83,424 $24.8M 9.28% -1,794 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 82,681 $24.6M 0.11% +3,208 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 76,882 $22.9M 0.14% -200 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 76,403 $22.7M 0.06% -940 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 75,379 $22.4M 0.13% +23,726 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 74,059 $22M 1.09% -6,644 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 73,847 $22M 0.72% +135 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 71,203 $21.2M <0.01% -6,545 13F-HR Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 70,954 $21.1M 4.6% +6,115 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 68,433 $20.4M 2.36% +452 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 66,338 $19.7M 3.41% -230 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 64,500 $19.2M 0.22% +1,711 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 64,348 $19.2M 1.3% +494 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 60,982 $18.1M 1.51% +1,719 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 59,750 $17.8M 2.91% -726 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 58,368 $17.4M 0.2% -3,957 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 58,084 $17.3M 1.45% +5,831 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 56,797 $16.9M 5.64% +1,002 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 56,451 $16.8M <0.01% +1,756 13F-HR Timeline Group Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 55,785 $16.6M 0.61% +519 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 54,837 $16.3M 2.35% +592 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 54,603 $16.3M 0.03% -280 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 54,585 $16.2M 0.47% -954 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 53,355 $15.9M 0.65% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 53,347 $15.9M 0.21% -1,375 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 52,835 $15.7M 3.5% +1,396 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 52,660 $15.7M 1.64% 0 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 52,548 $15.6M 7.1% +49,384 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 51,886 $15.4M 0.05% -2,529 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 51,451 $15.3M 0.17% +459 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 50,886 $15.1M 2.88% -306 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 49,456 $14.7M 3.02% +894 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,013 $14M 0.08% +1,744 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 46,696 $13.9M 0.03% -1,533 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45,910 $13.7M 0.35% +13,630 13F-HR/A Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 44,788 $13.3M 0.78% -1,973 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 44,359 $13.2M 0.47% +14,561 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 44,032 $13.1M 4.22% +5,824 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 41,359 $12.3M 3.6% +174 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 40,764 $12.1M 0.61% -310 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 40,650 $12.1M 0.08% +1,808 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 40,415 $12M 4.08% -127 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 40,296 $12M 0.02% +34,001 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 39,731 $11.8M 0.02% +135 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 39,510 $11.8M 3.71% +1,293 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 39,029 $11.6M 0.13% -8,714 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 38,911 $11.6M 0.02% -1,187 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,710 $11.5M 0.02% +2,709 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 38,228 $11.4M <0.01% +1,063 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 38,149 $11.4M 1.85% -17,571 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 38,129 $11.3M 1.59% +6,939 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 37,536 $11.2M 0.36% -306 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 37,262 $11.1M 0.03% -3,323 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 37,161 $11.1M 0.31% -752 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 36,837 $11M 2.79% -1,714 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 36,472 $10.9M 2.63% -1,961 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 35,400 $10.5M 7.56% +134 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 35,279 $10.5M 2.08% +15 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 35,138 $10.5M 0.14% -1,423 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,878 $10.4M +656 Timeline CX Institutional More: the full row for CX Institutional 34,713 $10.3M 0.31% -159 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 34,216 $10.2M 2.42% +99 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 34,080 $10.1M 0.36% -17,380 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 33,327 $9.92M 0.72% +576 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 33,021 $9.83M 1.17% +438 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 32,488 $9.67M 3.92% -12,459 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,793 $9.46M 0.2% +4,220 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 31,683 $9.43M 0.47% -61 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 31,653 $9.42M 1.79% +13,245 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 30,953 $9.21M 0.23% -1,668 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 30,791 $9.16M 2.82% +12,935 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 30,736 $9.15M 3.06% +204 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 30,415 $9.05M 1.5% +2,014 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 30,278 $9.01M 2.55% +1,506 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 30,247 $9M 5.25% +8 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 29,782 $8.86M 1.27% -137 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 29,051 $8.65M 3.54% +168 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 28,736 $8.55M 0.05% +15,296 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 28,606 $8.51M 0.06% -287 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 28,427 $8.47M 0.26% +2,917 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 28,389 $8.45M 0.02% +177 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 28,004 $8.33M 2.21% +42 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 27,933 $8.31M 0.09% -1,157 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 27,301 $8.13M 1.35% +637 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,155 $8.08M 0.19% -435 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 167 $7.98M 0.92% -25,948 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 26,656 $7.93M 0.33% +116 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 26,327 $7.84M 0.88% +9,374 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 26,215 $7.8M 0.08% -223 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 26,212 $7.8M 1.17% +920 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 25,889 $7.71M 0.53% +23,174 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 25,874 $7.7M 0.2% +1,223 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 25,560 $7.61M 2.06% +2,533 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 25,532 $7.6M 0.04% +2,749 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 25,275 $7.52M 1.95% -192 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 24,868 $7.4M 0.78% -76 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 24,513 $7.39M 0.21% +2,149 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 24,307 $7.23M <0.01% +1,796 13F-HR Timeline Group DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 24,247 $7.22M 3.04% -1,364 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 24,088 $7.17M 2.04% +1,614 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 22,700 $6.76M 1.28% -637 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 22,573 $6.72M 0.01% -1,574 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 22,380 $6.66M 0.21% -44 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 22,012 $6.55M 0.16% +244 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 21,736 $6.47M 0.11% +11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,578 $6.42M 0.15% +1,638 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 20,882 $6.21M 0.62% +1,249 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 20,544 $6.11M 0.04% +1,083 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 20,493 $6.1M <0.01% +367 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 20,157 $6.07M 0.23% +8,915 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 20,327 $6.05M 0.2% -859 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 20,312 $6.05M 0.16% +155 13F-HR Timeline Group Financial Advisors Network, Inc. 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