BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,438,257 $2.55B 0.19% -1,819,715 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,936,579 $585M 0.04% +53,976 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,609,318 $486M 0.99% +44,440 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,031,328 $312M 0.45% +6,470 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 984,721 $298M 0.27% +15,564 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 898,982 $272M 0.07% -10,837 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 837,597 $253M 0.05% -59,547 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 807,814 $244M 1.2% +31,485 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 776,466 $235M +47,487 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 697,629 $211M 0.12% +3,290 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 661,433 $200M 6.47% -6,947 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 638,230 $193M +109,501 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 603,872 $183M 1.82% +568 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 617,063 $182M 0.09% +101,866 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 536,196 $162M 1.22% +29,351 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 531,766 $161M 1.97% +8,362 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 487,734 $147M 0.03% +73,921 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 477,172 $144M 0.04% -37,848 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 476,911 $144M 0.15% -6,299 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 384,604 $116M -46,010 Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 368,412 $111M 1.22% +15,961 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 327,717 $99.1M 0.27% -44,180 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 317,705 $96M 0.17% -7,775 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 317,128 $95.9M 0.06% +14,312 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 316,577 $95.7M 1.97% +2,847 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 314,286 $95M 3.2% +8,045 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 295,512 $89.4M 0.13% +37,856 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 293,554 $88.7M 0.02% -4,096 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 273,378 $82.6M 0.09% -64,106 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 255,041 $77.1M -4,524 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 206,025 $70.8M 0.09% +25,638 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 243,275 $70.5M <0.01% -5,681 13F-HR/A Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 214,055 $64.7M 0.09% +1,822 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 212,492 $64.2M 0.07% +1,286 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 206,206 $62.3M 0.09% -6,453 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 204,118 $61.7M 0.48% +632 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 183,200 $55.4M 0.91% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 183,156 $55.4M +96,857 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 171,756 $51.9M 0.28% +5,270 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 151,879 $45.9M 0.33% +40,067 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 149,329 $45.1M 2.88% +31,474 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 148,527 $44.9M 0.04% +4,446 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 144,537 $43.7M 4.39% -3,243 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 142,837 $43.2M 0.27% -5,906 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 140,744 $42.5M 0.17% +26,922 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 139,711 $42.2M 4.3% +1,649 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 138,366 $41.8M 3.3% +90 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 137,928 $41.7M 1.32% +2,605 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 133,265 $40.3M 0.5% +2,632 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 131,049 $39.6M 1.12% -2,044 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 129,093 $39M 3.12% +4,600 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 124,032 $37.5M 0.03% +1,831 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 121,688 $36.8M 3.76% +988 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 118,422 $35.8M 0.09% +3,388 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 117,712 $35.6M 4.75% -3,232 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 109,749 $33.2M +4,664 Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 103,182 $31.2M 1.22% -13,375 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 101,898 $30.8M 0.11% -7,796 13F-HR/A Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 100,821 $30.5M 5.23% +50 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 99,434 $30.1M <0.01% +35,451 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 97,146 $29.4M 1.7% +9,674 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 93,386 $28.2M 0.13% -42,201 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 88,509 $26.8M 0.14% +2,528 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 87,775 $26.5M 8.87% -3,783 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 87,308 $26.4M <0.01% -13,130 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 86,956 $26.3M 3.32% -5,791 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 86,224 $26.1M 0.11% +2,814 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 84,555 $25.6M 0.04% +2,933 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 79,726 $24.1M 0.18% -2,142 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,540 $23.8M 0.05% -22,911 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 76,194 $23M 0.06% -18 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 75,478 $22.8M 1.03% -1,726 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 75,423 $22.8M 4.54% +3,325 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 75,038 $22.7M 0.03% -43,401 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 74,674 $22.6M <0.01% -893 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 71,442 $21.6M 1.53% +8,742 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 71,414 $21.6M 0.24% +4,318 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 69,015 $20.9M 0.65% -244 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 66,835 $20.2M 3.35% +789 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 65,227 $19.7M 0.03% 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 64,479 $19.5M 1.27% -184 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 63,324 $19.1M 0.09% +27,393 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 62,612 $18.9M 1.52% +133 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 60,452 $18.3M 0.72% +3,496 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 59,644 $18M 0.18% +6,685 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 59,047 $17.8M 5.62% +1,234 13F-HR/A Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 58,988 $17.8M 2.88% -359 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 54,938 $16.6M 3.21% +963 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 54,767 $16.6M 2.92% +2,393 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 54,229 $16.4M 2.27% -2,427 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 51,387 $16.3M 3.1% +1,143 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 52,678 $15.9M 0.23% +29,713 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 51,625 $15.6M 0.2% -1,682 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 50,962 $15.4M 6.48% -2,026 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 50,527 $15.3M 0.42% -495 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 50,303 $15.2M 0.32% +4,356 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 50,068 $15.1M 1.89% -12,979 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 48,307 $14.6M 0.03% +267 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 47,883 $14.5M 0.08% -1,173 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 47,625 $14.4M 0.41% +3,245 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 47,031 $14.2M 0.07% +9,192 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 46,866 $14.2M 0.51% +1,068 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 46,823 $14.2M 0.84% -4,197 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 46,157 $14M 4.23% +866 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 44,441 $13.4M 0.15% -3,479 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 43,417 $13.1M +5,392 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 43,186 $13.1M 0.02% +4,763 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 42,528 $12.9M 0.15% -8,607 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 42,420 $12.8M 3.74% +582 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 41,097 $12.4M 3.81% +1,225 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 41,002 $12.4M 0.17% -2,279 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Garde Capital, Inc. More: the full row for Garde Capital, Inc. 40,543 $12.3M 0.73% -97 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 40,427 $12.2M 1.69% +145 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 39,576 $12M 4.04% -730 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 38,458 $11.6M 3.16% +7,960 13F-HR/A Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 38,149 $11.5M 2.04% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 37,938 $11.5M 0.02% +209 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 37,888 $11.5M 0.35% +3,814 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 37,811 $11.4M 0.07% +7,355 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 37,328 $11.3M 0.78% +9,503 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 36,490 $11M 0.64% -16,738 13F-HR/A Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 36,216 $10.9M 2.1% +300 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 36,214 $10.9M 7.62% +650 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 32,109 $10.9M 0.14% -1,810 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 35,763 $10.8M 2.16% +19,354 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 35,519 $10.7M <0.01% +13,280 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 35,397 $10.7M 0.03% +1,198 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 35,049 $10.6M 0.71% +1,252 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 34,802 $10.5M 0.31% -442 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,088 $10.3M 0.29% +3,438 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 33,972 $10.3M 1.13% +579 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 32,927 $9.95M 0.03% -1,037 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 32,815 $9.92M 2.28% -3,685 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 32,605 $9.85M 0.13% +25,087 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 32,604 $9.85M 2.19% -2,028 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 31,964 $9.66M 1.54% +2,273 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 31,798 $9.61M -2,628 Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 31,723 $9.59M 2.17% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,452 $9.51M 0.17% -158 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 31,418 $9.5M 2.15% -432 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31,032 $9.38M 0.26% -727 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 30,810 $9.31M 2.84% -174 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 29,915 $9.04M 5.22% +1,876 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,901 $9.03M 0.04% +7,999 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 29,838 $9.02M 5.44% -179 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 29,536 $8.93M 1.22% -116 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 29,423 $8.89M 0.15% +4,428 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 29,248 $8.84M 3.57% -11 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 28,888 $8.73M 0.06% +588 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 28,537 $8.63M 1.89% +13,262 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 28,288 $8.55M 1.37% +225 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,093 $8.49M 0.19% +502 13F-HR/A Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 28,038 $8.47M 0.21% +1,522 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 28,015 $8.47M 0.06% -1,152 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 27,810 $8.41M 2.17% -1,124 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 27,683 $8.37M 2.58% +680 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 27,242 $8.23M 0.34% +305 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 26,756 $8.09M 0.06% -1,880 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26,454 $7.99M 0.12% +4,371 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 26,326 $7.96M 0.22% +1,527 13F-HR Timeline GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 26,188 $7.92M 4.14% +2,125 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 26,183 $7.91M 0.04% +6,667 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 26,040 $7.87M 2.89% -4,479 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 25,974 $7.85M 1.29% -1,010 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 25,547 $7.72M 0.84% -1,130 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 24,933 $7.54M 0.64% +1,887 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 24,898 $7.53M 0.2% +4,085 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,860 $7.51M <0.01% -1,063 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 24,464 $7.39M 0.74% +529 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 24,422 $7.38M 0.51% +20,260 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,385 $7.37M 0.01% +5,254 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 21,547 $7.29M 2.89% -1,063 13F-HR Timeline DOPKINS WEALTH MANAGEMENT, LLC More: the full row for DOPKINS WEALTH MANAGEMENT, LLC 23,702 $7.16M 2.88% -296 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 23,679 $7.16M 5.74% -169 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 23,621 $7.14M 0.2% +800 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 23,495 $7.1M 1.88% -734 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 23,082 $6.98M 0.01% +739 13F-HR Timeline Group Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 23,022 $6.96M 3.65% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 23,017 $6.96M 0.01% -4,545 13F-HR Timeline Group Serenity Investment Advisors More: the full row for Serenity Investment Advisors 19,963 $6.93M 3.24% +1,146 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 22,877 $6.91M 0.09% +2,730 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 22,683 $6.86M 1.26% -9 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 22,173 $6.7M 0.93% +867 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 21,769 $6.58M 0.39% +2,769 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 21,523 $6.51M 3.34% +505 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 21,262 $6.42M <0.01% -199 13F-HR Timeline CX Institutional More: the full row for CX Institutional 20,773 $6.28M 0.19% -14,309 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 18,634 $6.14M 0.2% -509 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 20,264 $6.12M 0.01% +880 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 20,126 $6.08M 0.01% +1,267 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 19,945 $6.03M 0.65% +3,356 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 19,781 $5.98M 0.79% +2,493 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 19,773 $5.98M 0.32% -11,892 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,396 $5.86M 0.13% -365 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 19,292 $5.83M 1.29% -540 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 19,266 $5.82M 2.61% +192 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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