BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,964,732 $1.71B 0.13% +3,773,620 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,202,018 $1.66B 0.1% +684,814 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 16,670,811 $1.19B 0.15% +466,171 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 10,341,998 $738M -269,310 Timeline Sanders Capital, LLC More: the full row for Sanders Capital, LLC 9,042,229 $645M 0.79% +5,866,945 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,696,007 $621M 0.13% +6,606,384 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. 7,684,416 $548M 0.33% +28,213 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,176,678 $512M 10.17% +254,165 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,823,285 $487M 0.1% +160,538 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,187,082 $442M 0.14% +94,781 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5,335,658 $381M 14.91% -173,091 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 4,775,575 $341M 0.99% -55,605 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,481,475 $320M 6.39% +204,497 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,105,579 $293M 1.29% +131,130 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,082,224 $291M 0.33% +336,537 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,046,680 $289M 0.68% -146,474 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,979,242 $284M <0.01% -1,028,589 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3,808,858 $272M 6.36% -168,628 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 3,345,374 $239M 0.07% +496,506 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,330,427 $238M 6.78% +44,683 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 3,272,155 $234M 3.56% -158,192 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,217,001 $230M 0.37% +315,787 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 3,135,778 $224M +320,370 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,115,615 $222M 0.2% +119,826 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,782,956 $199M 0.32% +211,132 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,694,026 $191M 0.13% +121,401 13F-HR Timeline Group Euclidean Capital LLC More: the full row for Euclidean Capital LLC 2,578,184 $184M 77.31% +435,500 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,518,779 $180M 1.51% +208,737 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,364,842 $169M 0.02% -88,054 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,287,015 $163M 0.22% -124,741 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,266,265 $162M 0.43% +210,688 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,232,372 $159M 0.03% +265,251 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 2,206,585 $157M 0.09% +70,181 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,204,742 $157M 0.82% +124,874 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,062,619 $147M 0.3% +33,947 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,967,766 $140M 5.35% -10,558 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,919,814 $137M 0.27% +47,408 13F-HR Timeline Group OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,909,825 $136M 6.92% -17,082 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,657,660 $118M 15.03% -8,492 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,631,226 $116M 0.15% +37,349 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,623,206 $116M 0.15% +63,002 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,459,990 $104M 0.01% +261,015 13F-HR/A Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 1,431,389 $102M 9.82% +49,041 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,400,782 $100M 0.12% +1,203,369 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,347,842 $96.2M 0.07% -28,767 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,339,400 $95.6M 0.11% +13,464 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,299,013 $92.7M 0.11% +170,816 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,236,490 $88.2M 7.64% +70,101 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,110,062 $79.2M 11.13% +23,242 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 1,100,299 $78.5M 5.49% -71,416 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,080,840 $76.5M 0.12% -388,739 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,038,532 $74.1M 0.5% +95,313 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,045,257 $73.5M 0.1% +141,968 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,011,916 $72.2M 4.39% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 993,120 $70.9M 0.94% +43,999 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 985,589 $70.3M 7.14% +593 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 973,980 $69.5M 3.04% +80,886 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 972,487 $69.4M 4.71% +32,459 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 962,042 $68.7M 0.05% -5,426 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 892,342 $63.7M 0.17% -10,161 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 891,577 $63.6M 3.59% +29,637 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 846,486 $60.4M 3.94% -20,520 13F-HR Timeline Harding Loevner LP More: the full row for Harding Loevner LP 840,898 $60M 0.44% +191,560 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 832,463 $59.4M 10.21% -83,549 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 819,419 $58.5M 0.01% +89,692 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 808,939 $57.7M 0.17% +81,876 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 789,613 $56.4M 1.36% +34,992 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 779,155 $55.6M 0.55% +17,046 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 779,705 $55.6M 3.89% +56,601 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 769,900 $54.9M 29.54% +19,494 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 768,807 $54.9M 12.7% +9,011 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 752,178 $53.7M 6.69% +153 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 747,377 $53.3M 0.42% +65,621 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 742,033 $53M 1.68% +102,639 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 733,419 $52.8M +95,984 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 736,985 $52.6M 0.53% +114,408 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 729,000 $52M 0.2% 0 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 697,835 $49.8M 7.19% +70,244 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 681,845 $48.7M 0.19% +1,554 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 676,527 $48.3M 0.26% +8,345 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 669,927 $47.8M 0.1% -150,707 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 650,332 $46.4M 4.46% -2,869 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 639,957 $45.7M 0.59% -7,950 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 636,554 $45.4M 9.93% +26,448 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 636,169 $45.4M 0.58% -148,502 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 621,621 $44.4M 3.02% +1,439 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 620,904 $44.3M 2.19% -7,002 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 599,780 $42.8M -13,500 Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 592,813 $42.3M 1.58% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 586,647 $41.9M 10.93% +137,513 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 586,523 $41.9M 0.49% -18,184 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 581,870 $41.5M 0.05% +1,750 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 578,016 $41.3M 7.21% +25,446 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 566,700 $40.4M 9.86% -3,371 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 563,400 $40.2M 0.32% -525,700 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 549,543 $39.2M 1.94% +762 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 537,169 $38.3M 3.01% -10,427 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 530,700 $37.9M 8.56% -103,800 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 526,689 $37.6M 0.66% -6,018 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 520,027 $37.1M 0.81% +7,205 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 519,349 $37.1M 15.85% +9,153 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 514,628 $36.7M 0.1% +792 13F-HR Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 511,993 $36.5M 18.09% +8,105 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 496,776 $35.5M 8.71% +27,698 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 491,087 $35M 2.87% +23,988 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 490,375 $35M 3.57% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 489,059 $34.9M 0.01% +26,452 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 488,224 $34.8M 0.06% -91,922 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 492,473 $34.2M 0.84% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 476,216 $34M 2.55% +32,860 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 474,628 $33.9M 6.38% -2,634 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 473,039 $33.8M +376 Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 462,706 $33M 0.36% +87,258 13F-HR Timeline Group Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 461,600 $32.9M 10.74% +18,537 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 447,562 $32.3M 0.05% +15,863 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 452,471 $32.3M 1.95% +3,303 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 436,799 $31.2M 9.95% +13,038 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 430,630 $30.7M 0.01% +1,914 13F-HR Timeline Group BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 428,697 $30.6M 11.97% +14,571 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 426,711 $30.5M 0.1% +2,461 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 424,667 $30.3M 4.11% +2,570 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 420,809 $30M 11.52% +6,802 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 419,709 $30M 0.18% -14,812 13F-HR/A Timeline Group Granby Capital Management, LLC in group Granby Capital Management, LLC More: the full row for Granby Capital Management, LLC 408,000 $29.1M 15.46% 0 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 400,901 $28.6M 8.37% -740 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 400,144 $28.6M 0.92% -4,215 13F-HR Timeline Somnio Financial Group, LLC More: the full row for Somnio Financial Group, LLC 395,712 $28.2M 19.15% -7,020 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 389,981 $27.8M -6,132 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 381,467 $27.2M 0.2% +56,457 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 372,909 $26.6M 7.88% -2,848 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 367,468 $26.2M 2.67% +2,736 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 364,088 $26M 1.85% +5,230 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 360,536 $25.7M 6.82% +79,310 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 352,429 $25.2M 8.01% +3,811 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 351,123 $25.1M 0.1% -45,892 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 347,508 $24.8M 0.04% -1,340 13F-HR Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 347,085 $24.8M 2.37% +8,258 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 346,803 $24.8M 0.34% +3,553 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 346,302 $24.7M 0.11% +1,167 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 337,463 $24.5M 0.28% +1,080 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 341,960 $24.4M 0.02% +322,592 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 335,486 $23.9M 5.14% +23,533 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 328,250 $23.4M 0.72% +458 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 325,670 $23.2M 3.93% -976 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 325,303 $23.2M 3.94% +420 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 320,238 $22.8M 0.21% +43,500 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 319,502 $22.8M 0.98% +54,903 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 318,086 $22.7M 0.03% +46,096 13F-HR Timeline Group Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 305,507 $21.8M 3.37% +7,227 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 303,505 $21.7M 0.22% -4,604 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 302,158 $21.6M 0.61% +2,585 13F-HR Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 299,618 $21.4M 1.51% +7,383 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 299,421 $21.4M 0.31% +195,404 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 298,974 $21.4M 0.14% +17,562 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 294,861 $21M 3.54% -828 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 294,043 $21M 0.99% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 290,635 $20.9M 2.28% +104,609 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 291,640 $20.8M 0.55% +33,079 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 290,853 $20.8M 0.09% -7,145 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 286,976 $20.5M 0.11% +84,729 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 281,026 $20.1M <0.01% +54,279 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 276,773 $19.8M 0.03% +8,512 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 274,769 $19.6M 11.77% +3,595 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 274,709 $19.6M 0.05% -4,111 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 266,944 $19.1M 12.88% +6,751 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 266,473 $19M 0.08% +239,768 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 265,845 $19M 8.21% +5,270 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 265,913 $18.9M 7.6% -10,058 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 261,482 $18.7M 15.35% -6,811 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 260,618 $18.6M 0.24% +6,609 13F-HR Timeline Group Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 259,443 $18.5M 6.51% +5,916 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 253,906 $18.1M 3.92% +5,600 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 253,054 $18.1M 0.24% +1,981 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 295,259 $18M 2.89% +293,352 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 250,726 $17.9M 0.76% +17,883 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 249,328 $17.8M 4.33% +2,464 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 249,326 $17.8M 0.28% -4,172 13F-HR Timeline Valley Financial Group, Inc. 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More: the full row for JMG Financial Group, Ltd. 223,232 $15.9M 0.45% -1,727 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 223,100 $15.9M 0.38% +8,853 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 216,317 $15.4M 3.37% +2,357 13F-HR Timeline Astoria Strategic Wealth, Inc. More: the full row for Astoria Strategic Wealth, Inc. 215,900 $15.4M 3.9% -5,261 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 215,693 $15.4M 0.43% +40,521 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 212,120 $15.1M 0.51% -1,314 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 208,692 $14.9M 3.75% -1,043 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 206,130 $14.7M 2.64% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 205,180 $14.6M 0.31% +154 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 205,029 $14.6M 0.01% +91,026 13F-HR Timeline Group Avalon Advisory Group More: the full row for Avalon Advisory Group 203,782 $14.5M 5.9% +369 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 200,346 $14.3M 3.4% +6,436 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 199,878 $14.3M 0.09% +11,336 13F-HR Timeline