BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 21,358,826 $5.05B 0.33% -319,053 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,212,733 $3.13B 0.17% +194,285 13F-HR Timeline Group VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 10,796,441 $2.55B +60,353 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,056,282 $2.38B 0.41% -734,474 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,471,819 $2.24B 4.31% +474,673 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,131,746 $1.69B 0.38% +129,271 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,463,894 $1.53B -94,477 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,364,215 $1.51B 0.41% +643,269 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,857,815 $1.37B 7.7% +94,213 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,179,545 $989M 0.17% +37,985 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,194,824 $754M 0.04% -799 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,582,664 $611M +81,882 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,356,586 $558M 0.54% +5,430 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,313,712 $547M 0.6% -173,913 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,302,544 $545M 0.69% -71,526 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,300,589 $544M 0.11% -145,785 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,318,930 $544M 0.22% +263,183 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,283,297 $540M 7.22% +80,040 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,237,985 $530M 0.62% +283,673 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,659,600 $393M 4.19% +46,847 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,519,922 $360M 0.19% -67,670 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,471,305 $348M 0.48% -73,105 13F-HR/A Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,371,589 $325M 9.39% +22,538 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,371,321 $324M 1.88% +117,099 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,346,092 $320M 0.54% +198,974 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,285,097 $304M 0.28% +111,759 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,241,734 $294M 0.31% -121,672 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,238,223 $293M 1.12% +262,203 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,237,628 $293M 0.45% +5,770 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,201,957 $284M 3.39% -25 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,196,126 $283M 0.17% -8,796 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,046,300 $248M 0.21% +11,016 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 992,810 $235M 1.2% +139,012 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 989,945 $234M 6.7% +172,999 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 988,361 $234M 0.28% +54,742 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 983,479 $233M 0.36% -2,851 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 955,047 $226M 5.58% -102 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 948,167 $224M 0.04% -17,603 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 872,972 $207M 0.46% +18,056 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 840,863 $199M 0.31% +16,377 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,506,493 $193M 0.15% +715,474 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 809,037 $191M 0.23% -22,187 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 780,498 $185M +114,897 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 780,274 $185M 0.67% +14,490 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 771,081 $182M +2,492 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 768,127 $182M 4.48% +50,783 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 751,455 $178M 3.75% +804 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 719,567 $170M 8.24% +29,261 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 718,567 $170M 0.44% +30,796 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 703,627 $166M 0.02% +5,378 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 682,120 $161M 0.06% -4,678 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 636,627 $151M 0.21% +13,028 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 607,172 $144M 0.59% +36,391 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 597,388 $141M 0.65% +3,723 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 595,515 $141M -20,283 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 591,708 $140M 0.17% +6,275 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 581,667 $138M 0.28% +88,417 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 580,039 $137M 0.27% -5,763 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 556,557 $132M 11.18% -8,702 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 546,238 $129M 0.57% -18,208 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 527,214 $125M 0.01% +27,401 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 502,877 $119M 0.55% +12,805 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 501,401 $119M 0.55% +122,543 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 496,181 $117M 0.6% +3,432 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 445,642 $105M 1.94% -21,988 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 423,147 $100M 25.43% +26,468 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 423,010 $100M 0.05% +15,473 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 396,730 $93.9M 0.81% -6,098 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 378,079 $89.5M 0.56% +32,045 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 371,880 $88M 0.02% +11,926 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 371,405 $87.9M 0.44% +9,930 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 368,338 $87.2M 0.4% -6,131 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 362,292 $85.7M 0.86% +22,463 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 353,000 $83.5M 2.24% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 339,068 $80.2M 0.77% +25,339 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 338,905 $80.2M 28.94% -3,612 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 336,751 $79.7M 2.98% +10,374 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 330,832 $78.3M 0.23% +11,102 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 323,157 $76.5M 1.9% +5,768 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 321,033 $76M 0.08% +1,132 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 303,630 $71.8M 0.01% -19,911 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 301,234 $71.3M 0.43% -11,888 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 300,872 $71.2M 0.81% +131,259 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 295,185 $69.8M 13.23% -7,016 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 293,378 $69.4M 4.02% +10,168 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 282,286 $66.8M 4.46% +5,947 13F-HR Timeline Group Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 278,890 $66M 6.03% -721 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 277,358 $65.6M 3.79% +3,927 13F-HR/A Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 273,439 $64.7M 7.08% +5,067 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 261,759 $61.9M 3.2% +433 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 257,239 $60.9M 0.02% +40,370 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 256,927 $60.8M 4.8% +5,673 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 254,170 $60.1M 5.73% -1,280 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 248,453 $58.8M 6.86% -105,630 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 248,110 $58.7M 0.07% +60,962 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 243,915 $57.7M 0.32% -1,124 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 239,042 $56.6M 1.91% -4,204 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 235,981 $55.8M 9.99% +11,455 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 235,116 $55.6M 0.48% +44,559 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 232,260 $55M 2.82% +5,761 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 227,409 $53.8M 6.53% +4,262 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 226,788 $53.7M 2.65% -1,093 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 225,476 $53.4M 0.58% -213,912 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 224,918 $53.2M 6.06% +10,815 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 219,810 $52.5M 5.07% -1,051 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 219,803 $52M 0.01% -10,357 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 212,151 $50.2M 0.39% +12,932 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 210,679 $49.9M 0.15% +13,862 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 209,921 $49.7M 12.6% +10,652 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 208,342 $49.3M 5.79% +8,016 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 206,869 $48.9M 1.82% -369 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 201,427 $47.7M 14.35% +22,583 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 200,595 $47.5M 4.74% -40 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 200,335 $47.3M 9.14% -475 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 199,777 $47.3M 0.02% -1,645 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 197,505 $46.7M 0.73% +551 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 196,676 $46.5M 9.68% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 196,082 $46.4M 0.45% +1,384 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 193,155 $45.7M 7.67% +7,955 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 190,717 $45.1M 0.93% +19,782 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 188,515 $44.6M 1.65% -1,211 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 186,771 $44.2M 3.61% -303 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 184,845 $43.7M 0.53% -354 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 184,786 $43.7M 0.59% +1,485 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 183,565 $43.4M 5.49% +3,183 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 181,557 $43M 5.61% +6,488 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 180,190 $42.6M +2,397 Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 179,381 $42.4M 14.48% +1,212 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 177,904 $42.1M 1.05% +736 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 177,445 $42M 4.06% +1,165 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 175,144 $41.4M 5.4% -71,763 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 173,525 $41.1M 3.48% +3,633 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 172,908 $40.9M 0.07% +13,853 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 171,297 $40.5M 0.65% +2,988 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 169,693 $40.2M 4.83% -3,384 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 165,623 $39.2M 0.03% +23,316 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 164,367 $38.9M 11.2% +3,066 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 158,832 $37.6M 0.49% +1,874 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 157,956 $37.4M 0.14% +1,405 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 156,676 $37.1M 4.81% -4,145 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 156,565 $37M 0.16% -2,348 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 154,736 $36.6M 3.04% +85 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 153,420 $36.3M 0.9% -21,040 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 151,846 $35.9M 0.38% -1,899 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 151,497 $35.8M 3.29% -24,614 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 151,279 $35.8M 0.09% +4,292 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 150,593 $35.6M 0.34% -1,859 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 150,196 $35.5M 9.23% -49 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 146,581 $34.7M 0.5% -61,725 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 145,753 $34.5M 6.51% +123,181 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 145,305 $34.4M 0.43% +77,415 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 142,547 $33.7M 5.7% -1,164 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 141,568 $33.5M 6.24% +330 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 140,137 $33.2M 0.1% +836 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 140,046 $33.1M 3.34% -1,801 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 139,306 $33M 0.81% -5,839 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 139,303 $33M 14.77% +1,988 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 138,486 $32.8M 0.22% -8,081 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 136,218 $32.6M 4.68% -1,453 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 135,491 $32.1M 13.74% +644 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 135,272 $32M 2.15% -169 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 133,957 $31.7M 11.72% +5,701 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 132,966 $31.5M 2.66% +609 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 131,990 $31.2M 11.26% -10,162 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 131,086 $31M -1,572 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 130,531 $30.9M 0.29% +15,969 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 124,804 $30.8M 1.61% +9,910 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 129,983 $30.8M 0.36% +13,732 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 129,495 $30.6M 1.46% -4,446 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 127,747 $30.2M 6.96% +13,932 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 127,651 $30.2M 0.68% +11,571 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 125,816 $29.8M <0.01% +6,580 13F-HR Timeline Group McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 124,375 $29.4M 13.95% 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 123,700 $29.3M 0.11% -4,978 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 123,689 $29.3M 0.99% -3,071 13F-HR Timeline Group Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 123,176 $29.1M 5.88% -470 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 123,074 $29.1M 0.03% +117,766 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 122,288 $28.9M 20.52% -1,768 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 121,441 $28.7M +4,603 Timeline Granite FO LLC More: the full row for Granite FO LLC 121,335 $28.7M 15.18% +8 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 120,904 $28.6M 8.24% -3,695 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 120,723 $28.6M 0.11% -2,355 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 124,162 $28.4M 0.08% +68,227 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 119,642 $28.3M 12.05% +4,529 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 119,559 $28.3M 0.53% +1,958 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 118,186 $28M 12.32% +17,277 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 117,924 $27.9M 2.41% -1,292 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 117,497 $27.8M 3.39% +281 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 117,216 $27.7M 15.3% +117,216 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 116,580 $27.6M 0.33% +2,156 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 115,778 $27.4M 16.39% +2,085 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 115,533 $27.3M 0.03% +18,204 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 115,490 $27.3M 1.38% -2,777 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 115,105 $27.2M 3.13% -1,922 13F-HR Timeline Graves Light Lenhart Wealth, Inc. 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