BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 10,257,972 $3.1B 0.23% +268,570 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,882,603 $569M 0.03% -49,153 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,564,878 $473M 0.96% +14,258 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,024,858 $310M 0.42% +130,652 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 969,157 $293M 0.29% +19,228 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 909,819 $275M 0.08% +9,979 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 897,144 $271M 0.05% +24,502 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 776,329 $235M 1.22% 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 728,979 $220M -39,466 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 694,339 $210M 0.11% +10,397 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 668,380 $202M 6.14% -2,040 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 603,304 $182M 1.88% -1,325 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 528,729 $160M -110,923 Timeline CHOREO, LLC More: the full row for CHOREO, LLC 523,404 $160M 2.03% +13,179 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 515,197 $156M 0.09% -47,174 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 515,020 $156M 0.05% +64,003 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 506,845 $153M 1.16% +646 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 483,210 $146M 0.16% +22,147 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 430,614 $130M 0.31% -38,138 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 413,813 $125M 0.03% +12,844 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 371,897 $112M 0.27% +15,441 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 352,451 $106M 1.16% -13,544 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 337,484 $102M 0.11% -2,645 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 325,480 $98.3M 0.18% -1,234 13F-HR/A Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 313,730 $94.8M 1.93% -2,207 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 306,241 $92.5M 3.23% +525 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 302,816 $91.5M 0.06% +74,586 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 297,650 $89.9M 0.02% +20,347 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 259,565 $78M +2,966 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 257,656 $77.9M 0.11% -99,949 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 248,956 $75.2M 0.01% +5,593 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 212,659 $64.2M 0.09% -12,582 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 212,233 $64.1M 0.08% +1,591 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 211,206 $63.8M 0.08% +1,789 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 203,486 $61.5M 0.49% -153,716 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 180,387 $54.5M 0.06% -1,802 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 166,486 $50.3M 0.35% +2,077 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 148,743 $44.9M 0.27% -3,274 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 147,780 $44.6M 4.47% +6,484 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 144,081 $43.5M 0.04% +7,806 13F-HR Timeline Group Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 138,276 $41.8M 3.43% -1,786 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 138,062 $41.7M 4.22% +1,772 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 135,587 $41M 0.19% -2,045 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 135,323 $40.9M 1.33% +3,031 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 133,093 $40.2M 1.25% -217 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 130,633 $39.5M 0.49% -4,787 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 124,493 $37.6M 3.09% +3,393 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 122,201 $36.9M 0.03% +85 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 120,944 $36.5M 4.72% -6,688 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 120,700 $36.5M 4% -1,139 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 118,439 $35.8M 0.05% -177,871 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 117,855 $35.6M 2.38% +949 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 116,557 $35.2M 1.39% +24,589 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 115,034 $34.8M 0.09% +63,148 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 113,822 $34.4M 0.13% -3,557 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 111,812 $33.8M 0.24% +71,162 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 109,694 $33.1M 0.12% -4,833 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 100,451 $31.9M 0.04% +5,421 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 105,085 $31.7M +11,062 Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 100,771 $30.4M 5.13% +138 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 100,438 $30.3M <0.01% -4,626 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 94,403 $28.5M 0.11% +2,464 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 92,747 $28M 3.38% -9,314 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 91,558 $27.7M 9.09% +8,134 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 87,472 $26.4M 1.47% +2,185 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 86,299 $26.1M -1,266 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 85,981 $26M 0.14% +10,602 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 83,410 $25.2M 0.11% +729 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 81,868 $24.7M 0.2% -10,105 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 81,622 $24.7M 0.03% -3,000 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 77,204 $23.3M 1.07% +3,145 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 76,212 $23M 0.06% -191 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 75,583 $22.8M 0.04% +20,980 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 75,567 $22.8M <0.01% +4,364 13F-HR/A Timeline Group Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 72,098 $21.8M 4.54% +1,144 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 69,259 $20.9M 0.66% -4,588 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 67,096 $20.3M 0.23% +2,596 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 66,046 $20M 3.38% -292 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 64,663 $19.5M 1.29% +315 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 63,983 $19.3M <0.01% +7,532 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 63,047 $19M 2.33% -48,456 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 62,700 $18.9M 1.37% +4,616 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 62,479 $18.9M 1.52% +1,497 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 29,270 $18.4M 8.51% +25,590 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 59,347 $17.9M 2.9% -403 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 57,813 $17.5M 5.59% +1,016 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 56,956 $17.2M 0.56% +1,171 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 56,656 $17.1M 2.34% +1,819 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 53,975 $16.3M 3.26% +1,140 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 53,307 $16.1M 0.2% -40 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 53,228 $16.1M 0.75% -127 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 52,959 $16M 0.18% +1,508 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 52,988 $16M 6.76% +440 13F-HR/A Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 52,374 $15.8M 2.89% +1,488 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 51,135 $15.4M 0.18% -7,233 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 51,022 $15.4M 0.43% -3,563 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 51,020 $15.4M 0.88% +6,232 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 50,244 $15.2M 3.01% +788 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 49,056 $14.8M 0.08% +2,043 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 48,040 $14.5M 0.03% +1,344 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 47,920 $14.5M 0.16% +8,891 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45,947 $13.9M 0.31% +37 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 45,798 $13.8M 0.48% +1,439 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 45,291 $13.7M 4.32% +1,259 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 44,380 $13.4M 0.39% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43,281 $13.1M 0.17% +39,481 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FC Advisory LLC More: the full row for FC Advisory LLC 41,838 $12.6M 3.63% +479 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 40,640 $12.3M 0.73% -124 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 40,306 $12.2M 3.98% -109 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 40,282 $12.2M 1.59% +2,153 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 39,872 $12M 3.7% +362 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 38,423 $11.6M 0.02% -1,308 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 38,149 $11.5M 1.94% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,025 $11.5M 0.02% -685 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 37,839 $11.4M 0.05% 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,729 $11.4M 0.02% -1,182 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 34,632 $11.2M 2.49% +416 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 36,500 $11M 2.56% +28 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 35,931 $10.9M 0.06% -40,951 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 35,916 $10.9M 2.07% +637 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 35,564 $10.7M 7.55% +164 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 35,244 $10.6M 0.29% -1,917 13F-HR Timeline CX Institutional More: the full row for CX Institutional 35,082 $10.6M 0.32% +369 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 34,426 $10.4M -452 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 34,199 $10.3M 0.02% -3,063 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 34,074 $10.3M 0.3% -3,462 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,964 $10.3M 0.03% +5,575 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 33,919 $10.2M 0.13% -1,219 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 33,797 $10.2M 0.7% +470 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 33,393 $10.1M 1.14% +372 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 31,850 $9.62M 2.13% +6,290 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31,759 $9.59M 0.25% +806 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 31,723 $9.58M 2.43% +3,719 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 31,665 $9.57M 0.48% -18 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,610 $9.55M 0.18% -183 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 30,984 $9.36M 2.8% +193 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 30,650 $9.26M 0.26% +2,223 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30,519 $9.22M 3.59% -1,969 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 30,498 $9.21M 2.58% +220 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 30,456 $9.2M 0.06% +1,720 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 30,261 $9.14M 0.31% -3,819 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 30,017 $9.07M 5.29% -230 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 29,985 $9.06M 3% -751 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 29,691 $8.97M 1.46% -724 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 29,652 $8.96M 1.26% -130 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 29,259 $8.84M 3.5% +208 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,167 $8.81M 0.07% +2,952 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 28,934 $8.74M 2.18% -7,903 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 28,636 $8.66M 0.07% 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 28,300 $8.55M 0.06% -306 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 28,063 $8.48M 1.36% +762 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 28,039 $8.47M 4.95% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 27,825 $8.41M 0.73% +27,658 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 27,591 $8.34M 0.19% +436 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 27,562 $8.33M 0.01% +9,312 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 27,003 $8.16M 2.72% 13F-HR/A Timeline NFSG Corp More: the full row for NFSG Corp 26,984 $8.15M 1.27% +772 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 26,937 $8.14M 0.33% +281 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 26,677 $8.06M 0.85% +350 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 26,516 $8.01M 0.2% +642 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 25,923 $7.83M <0.01% -12,305 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 24,995 $7.55M 0.13% +3,259 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 24,799 $7.49M 0.2% +286 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 24,229 $7.32M 1.88% -1,046 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 24,063 $7.27M 3.86% 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 23,998 $7.25M 2.96% -249 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 23,935 $7.23M 0.73% -933 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 23,848 $7.2M 6.16% 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 22,610 $7.15M 2.79% 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 23,665 $7.15M 2.01% -423 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 23,257 $7.03M 0.12% +19,017 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 23,046 $6.96M 0.64% +2,164 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 22,965 $6.94M 0.11% 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 22,821 $6.89M 0.21% +441 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 22,692 $6.86M 1.23% -8 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 22,343 $6.78M 0.01% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 22,239 $6.72M <0.01% -2,068 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 22,083 $6.67M 0.14% +505 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 21,902 $6.61M 0.03% +1,358 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 21,389 $6.53M 0.01% -1,184 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 21,461 $6.48M <0.01% +968 13F-HR Timeline Financial Advisors Network, Inc. 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