BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 21,321,144 $4.36B 0.35% -553,780 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,674,587 $2.59B 0.17% +144,584 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,672,568 $2.18B 0.48% +54,394 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 10,486,608 $2.15B +323,337 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,089,642 $1.86B 4.79% +1,486,369 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,554,712 $1.34B -742,039 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,509,697 $1.33B 0.44% +224,272 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,364,287 $1.1B 0.38% +34,896 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,215,607 $1.07B 8.54% -133,636 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,068,122 $833M 1.08% +83,016 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,875,480 $793M 0.15% +136,061 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,158,917 $647M 0.04% -21,348 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,992,420 $612M 0.81% -28,965 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,521,844 $516M 0.13% +25,866 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,404,258 $492M +53,608 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,273,719 $465M 0.58% +75,900 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,031,392 $416M 7.09% +68,405 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,597,309 $327M 0.58% +150,355 13F-HR/A Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,547,972 $317M 3.92% +70,021 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,521,216 $311M 0.23% +74,175 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,478,914 $307M 0.51% +65,450 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,407,483 $288M 0.42% -20,004 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,395,581 $285M 0.22% +299,383 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,273,264 $261M 10.6% +31,591 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,231,457 $253M 3.79% +23,205 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,217,884 $249M 0.56% +49,535 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,185,403 $243M 22.88% +5,970 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 1,116,169 $228M 0.04% -22,080 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,092,441 $224M 0.19% -15,711 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,062,540 $217M 0.21% +5,199 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,002,520 $205M 0.18% +26,762 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 999,945 $205M 0.35% +130,054 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 964,064 $197M 6.27% +9,151 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 943,374 $193M 1.34% +11,620 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 917,465 $188M 2.06% +26,433 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 911,551 $187M 0.57% +11,162 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 894,156 $183M 0.24% +102,014 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 863,502 $177M 0.26% -35,870 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 835,400 $171M 0.23% -27,972 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 818,957 $168M 0.08% -4,069 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 735,554 $153M 0.34% -403 13F-HR/A Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 742,528 $152M 3.93% -278 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 730,246 $149M 0.02% +6,747 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 727,637 $149M +61,023 Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 691,674 $142M 7.72% +31,282 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 651,453 $133M 0.24% +20,401 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 650,338 $133M 0.23% +40,597 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 645,156 $132M 5.4% +6,210 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 643,341 $132M 0.73% +25,941 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 639,749 $131M 0.66% -33,603 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 637,496 $131M 4.54% -27,422 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 635,523 $130M 0.36% -6,358 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 616,892 $126M 0.68% +13,037 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 600,261 $123M 0.62% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 583,059 $119M 0.34% +18,328 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 556,207 $114M -52,565 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 547,347 $112M 0.29% +5,073 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 500,596 $102M 0.63% +5,316 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 470,633 $96.3M 0.22% +24,167 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 461,990 $94.6M 2.32% +6,122 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 461,610 $94.5M 0.73% +54,038 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 448,160 $91.7M 9.62% -44,127 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 442,169 $90.5M 0.02% -9,636 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 426,536 $87.3M 0.68% +21,093 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 425,568 $87.1M 0.83% +14,930 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 423,344 $86.6M -40,103 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 403,546 $82.6M <0.01% +20,026 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 359,315 $73.5M 0.68% new 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 353,000 $72.2M 2.57% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 348,330 $71.3M 0.05% +40,312 13F-HR Timeline Group Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 347,959 $71.2M 31.41% -2,484 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 346,053 $70.8M 0.69% +10,561 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 342,646 $70.1M 0.43% -4,041 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 331,192 $67.8M 10.95% -38,376 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 331,166 $67.8M 21.51% +11,236 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 326,402 $66.8M 0.34% +9,256 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 324,693 $66.5M 12.05% -7,716 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 324,150 $66.3M 2.12% +2,919 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 305,764 $62.6M 0.82% -3,311 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 299,135 $61.2M 2.85% +6,358 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 284,097 $58.1M 6.12% +552 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 279,204 $57.1M 5.62% +3,737 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 278,828 $57.1M 0.6% -649 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 274,684 $56.2M 8.34% +8,387 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 271,783 $55.6M 4.15% +4,027 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 271,636 $55.6M 7.99% -50,735 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 269,307 $55.3M 3.53% +9,051 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 267,604 $54.8M 7.62% +1,877 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 265,569 $54.4M 0.45% +21,036 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 369,667 $53.8M 0.21% +139,510 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 257,907 $52.8M 0.07% +21,828 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 255,948 $52.4M 3.2% -1,395 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 249,760 $51.1M 5.19% +12,003 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 249,241 $51M 0.35% +57,107 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 247,352 $50.6M 1.94% -9,525 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 243,543 $49.8M 3.11% +853 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 237,865 $48.7M 13.3% +6,108 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 237,140 $48.5M 1.54% +66,504 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 228,833 $47.5M 6.95% +707 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 229,140 $46.9M 4.65% -5,563 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 226,531 $46.4M 0.01% -1,189 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 218,291 $44.7M 10.92% +12,252 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 216,854 $44.4M 6.61% +3,494 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 204,139 $41.7M 10.82% -269 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 201,991 $41.3M 0.62% +4,755 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 199,709 $40.9M 5.71% -5,092 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 198,187 $40.6M 28.62% +5,010 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 196,169 $40.1M 6.31% +6,488 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 194,291 $39.8M 1.89% -2,298 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 193,816 $39.7M 0.77% +5,864 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 191,155 $39.1M 3.69% -2,651 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 190,134 $38.9M 4.34% +58 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 189,417 $38.8M -20,197 Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 187,854 $38.4M 56.45% -6,382 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 185,215 $37.9M 0.21% +7,036 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 184,727 $37.8M 4.97% -1,091 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 182,747 $37.4M 0.26% +3,837 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 182,703 $37.4M 0.5% -22,683 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 182,691 $37.4M 0.03% +6,105 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 182,497 $37.4M 8.12% +4,185 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 181,666 $37.2M 1.14% +3,550 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 173,702 $35.6M 5.32% +2,932 13F-HR/A Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 172,024 $35.4M 0.8% -168,690 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 171,804 $35.2M 9.6% +3,940 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 171,202 $35M +14,922 Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 168,449 $34.6M 0.81% +648 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 168,352 $34.5M 22.57% +11,306 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 167,406 $34.3M 5.49% -2,866 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 165,785 $34.1M 7.08% +7,952 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 166,517 $34.1M 0.76% +4,492 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 166,446 $34.1M 0.12% -4,906 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 163,236 $33.4M 5.26% +621 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 162,798 $33.3M 7.09% +10,042 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 161,657 $33.1M 0.64% +87,250 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 161,534 $33.1M 1.41% -20,662 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 160,228 $32.8M 0.22% +18,688 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 160,058 $32.8M 14.57% -1,033 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 158,241 $32.4M 10.8% +6,309 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 156,340 $32M 0.15% +13,123 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 152,102 $31.1M 0.43% +3,869 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 150,712 $30.8M 3.81% -4,360 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 149,244 $30.7M 0.09% -25 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 149,861 $30.7M 3.29% +2,009 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 148,913 $30.5M 0.95% +6,389 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 147,516 $30.2M 11.64% +820 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 146,012 $29.9M 3.79% -20,434 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 145,259 $29.9M 5.99% +818 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 143,685 $29.4M 0.06% +10,568 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 143,351 $29.3M 4.62% +7,432 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 141,553 $29M 6.82% -1,157 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 138,385 $28.3M 2.24% -3,161 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 138,197 $28.3M 1.95% +137,060 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 134,724 $27.7M 4.6% -8,024 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 133,496 $27.3M 0.12% -1,197 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 133,018 $27.2M 9.28% +23,383 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 132,545 $27.1M 0.38% +2,509 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 131,887 $27.1M 0.3% +6,202 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 130,814 $26.8M 4.24% +2,487 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 128,998 $26.4M 0.12% +615 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 128,269 $26.3M 14.26% +1,989 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 128,232 $26.2M 15.64% +2,067 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 127,523 $26.1M 1.11% -1,390 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 126,875 $26M 0.55% +61,109 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 122,393 $25.6M 0.64% -1,907 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 124,153 $25.4M 2.93% -1,463 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 124,149 $25.4M 14.39% -6,493 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 124,092 $25.4M 6.42% +1,191 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 124,045 $25.4M 3.84% +16,120 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 123,503 $25.3M 0.05% -22,900 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 122,058 $25M +99,741 Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 121,836 $24.9M 16.94% -2,232 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 121,513 $24.9M 8.52% -887 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 120,661 $24.7M +25,373 Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 117,041 $24M 2.85% -1,782 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 115,425 $23.7M 1.16% -2,518 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/ 115,930 $23.7M 0.03% +20,383 13F-HR/A Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 115,669 $23.7M 0.62% +1,920 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 115,018 $23.5M 0.81% +24,641 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 114,631 $23.5M 3.85% +1,347 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 114,207 $23.4M 0.32% -50,575 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 114,183 $23.4M 0.99% -1,215 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 113,525 $23.2M 3.68% -5,420 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 112,352 $23M 16.35% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 112,241 $23M 0.38% +3,329 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 110,034 $22.5M 8.14% +6,386 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 108,578 $22.2M 0.02% +99,347 13F-HR Timeline Group Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 108,447 $22.2M 8.18% +1,976 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 108,305 $22.2M 1.77% +1,943 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 108,281 $22.2M 0.51% -6,617 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 107,971 $22.1M 1% -8,273 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 106,093 $21.9M 0.34% +195 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 105,523 $21.6M 5.91% -165 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 104,650 $21.4M 0.43% +3,326 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 104,495 $21.4M +42 Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 104,423 $21.4M 1.27% +1,029 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 104,387 $21.4M 0.61% +183 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 104,163 $21.3M 0.24% +2,682 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 104,010 $21.3M 0.96% -509 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 103,377 $21.2M 12.47% -2,448 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 102,772 $21M 10.53% +1,116 13F-HR Timeline