BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,739,680 $5.44B 0.4% +3,448,292 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 12,774,029 $2.81B 0.17% +247,444 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,814,160 $2.38B 0.46% +228,122 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 10,694,008 $2.35B +130,696 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 9,879,191 $2.17B 4.85% +287,085 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 6,909,821 $1.52B 0.42% +31,765 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,335,819 $1.39B -619,194 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,705,891 $1.24B 8.05% +194,577 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,591,809 $1.23B 0.38% +263,218 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,159,179 $914M 0.16% +165,634 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,244,650 $713M 0.05% +127,711 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,700,391 $598M 0.72% -10,797 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,617,848 $576M 0.13% +100,973 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,571,410 $565M 0.75% -266,595 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,357,937 $518M 0.57% +12,038 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,323,565 $511M +24,672 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,147,173 $472M 7.21% +110,938 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,888,222 $415M 0.61% +57,230 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,736,188 $382M 0.23% +193,353 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,572,682 $352M 0.48% +92,905 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,576,329 $346M 0.22% -46,518 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,573,180 $346M 0.47% -486 13F-HR/A Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,550,778 $341M 3.94% -45,188 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,392,298 $306M 0.36% +7,065 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,318,257 $290M 9.57% +29,430 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,231,457 $271M 3.5% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,216,612 $267M 2.17% +284,197 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,205,106 $265M 0.5% -5,298 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,201,786 $264M 20.86% +10,102 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,175,067 $258M 0.28% -41,516 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,126,535 $248M 0.18% +9,262 13F-HR Timeline Group 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 1,069,026 $235M 0.04% -25,667 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,058,581 $233M 0.21% +18,704 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 996,705 $219M 1.27% -11,823 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 978,762 $215M 0.3% +628 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 954,027 $210M 6.02% -14,506 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 894,996 $197M 0.16% -35,256 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 860,343 $189M 0.5% -19,057 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 857,698 $189M 0.27% +188,735 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 857,525 $188M 0.25% -2,690 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 828,705 $182M 0.33% +126,796 13F-HR/A Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 779,047 $171M 0.73% +85,737 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 772,653 $170M 0.26% +1,375 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 771,539 $170M 7.02% +48,673 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 761,934 $167M -5,334 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 760,858 $167M 0.91% +60,774 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 753,580 $166M 0.07% -3,544 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 747,782 $164M 3.81% +2,044 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 717,447 $158M 0.02% +22,055 13F-HR/A Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 673,554 $148M 0.4% +6,943 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 665,052 $146M 8.69% +24,761 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 640,862 $141M 0.22% +7,077 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 617,239 $136M 0.64% +161 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 615,446 $135M +144,877 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 590,724 $130M 0.32% +5,413 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 584,802 $129M 0.29% +28,970 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 575,385 $128M 0.67% +51,266 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 570,930 $125M 0.59% 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 522,845 $115M -16,453 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 473,415 $104M 0.57% +9,289 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 471,538 $104M 0.57% +18,745 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 469,285 $103M 2.2% +6,069 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 451,838 $99.3M 0.02% +6,971 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 449,187 $98.7M 0.01% +10,902 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 402,947 $88.6M 0.79% +13,820 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 382,031 $84M 0.05% +24,777 13F-HR Timeline Group 360 Financial, Inc. More: the full row for 360 Financial, Inc. 380,314 $83.6M 25.39% +20,710 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 364,855 $80.2M 0.24% +26,463 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 356,184 $78.3M 0.28% +21,474 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 353,000 $77.6M 2.42% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 348,480 $76.6M 0.43% +81,658 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 344,235 $75.7M 30.44% -2,355 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 342,887 $75.4M 6.89% -96,233 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 336,436 $73.9M 0.63% +13,625 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 329,974 $72.5M 0.83% +10,567 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 317,797 $69.8M 2.91% +7,299 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 314,584 $69.1M 1.87% -1,250 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 308,695 $67.8M 13.5% -3,190 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 304,599 $66.9M 0.47% +30,116 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 303,355 $66.7M 5.37% +12,427 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 301,164 $66.2M 0.72% +205,832 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 294,138 $64.6M 8.09% +16,836 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 283,087 $62.2M 5.94% -2 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 277,806 $61.1M 4.08% +1,771 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 274,489 $60.3M 0.41% -14,200 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 270,984 $59.6M 3.62% +135,391 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 267,563 $58.8M 7.41% -1,477 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 265,824 $58.4M 6.47% -6,648 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 265,206 $58.3M 8.26% -12,096 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 260,157 $57.2M 3.23% +2,432 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 252,156 $55.4M 0.06% -1,697 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 245,249 $53.9M 4.86% +1,187 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 240,847 $52.9M 1.93% -2,113 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 231,695 $50.9M 2.87% -12,538 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 230,229 $50.6M 0.01% +11,940 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 225,987 $49.7M 10.47% +4,317 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 225,971 $49.7M 6.18% -1,289 13F-HR/A Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 225,257 $49.5M 1.38% -9,247 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 219,825 $48.3M 6.41% +792 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 213,122 $46.8M 0.03% -8,555 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 212,965 $46.8M 0.18% -6,114 13F-HR Timeline Group Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 206,552 $45.4M 6.18% +7,067 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 201,209 $44.2M 9.88% -1,245 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 200,557 $44.1M 6.88% +10,941 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 195,818 $43M 5.03% +7,141 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 192,392 $42.3M 0.59% -540 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 191,779 $42.1M 24.96% +5,111 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 190,876 $42M 12.94% +8,940 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 190,165 $41.8M 0.26% +3,175 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 190,049 $41.8M 1.82% -3,686 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 189,538 $41.7M 9.96% +3,414 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 188,762 $41.5M 0.51% +5,883 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 188,120 $41.3M 3.67% -473 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 186,924 $41.1M 0.47% +15,078 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 179,740 $39.5M 0.76% +4,962 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 179,530 $39.5M 1.09% -2,680 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 178,338 $39.2M 4.01% -16,053 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 177,970 $39.1M 5.65% +3,121 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 177,487 $39M 5.04% -6,900 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 176,091 $38.7M -135 Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 175,966 $38.7M 7.48% +5,116 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 174,743 $38.4M 5.08% +697 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 174,624 $38.4M 0.48% +10,088 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 172,617 $37.9M 13.32% +2,663 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 172,154 $37.8M 5.41% +12,959 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 171,696 $37.7M 14.65% +20,812 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 169,613 $37.3M 0.73% +75,352 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 169,034 $37.2M 3.32% +272 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 168,882 $37.1M 0.02% +34,446 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 167,963 $36.9M 0.68% +3,966 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 167,220 $36.8M 3.75% -14,953 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 162,534 $35.7M 11.17% +1,712 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 161,756 $35.6M 0.18% 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 159,921 $35.1M 0.07% +5,428 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 159,627 $35.1M <0.01% +106,429 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 159,395 $35M 0.14% -1,179 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 159,153 $35M 12.92% -43,019 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 158,053 $34.7M 0.26% 13F-HR/A Timeline Group Human Investing LLC More: the full row for Human Investing LLC 157,578 $34.6M 4.89% -2,897 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 154,173 $33.9M 3.23% +70 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 153,212 $33.7M 0.11% -6,493 13F-HR/A Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 153,186 $33.7M 0.79% +30,977 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 153,038 $33.6M 0.41% +407 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 147,661 $32.5M 9.88% +673 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 147,445 $32.4M 0.88% -23 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 147,330 $32.4M 0.09% +345 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 145,080 $31.9M 3.6% -4,869 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 144,180 $31.7M 0.06% +28,201 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 144,060 $31.7M 5.79% -196 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 141,986 $31.4M 0.44% +41,038 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 138,104 $31.2M 4.71% +300 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 139,357 $30.6M 0.33% +53,466 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 139,256 $30.6M 1.8% +3,811 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 138,672 $30.5M 6.47% -1,898 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 138,519 $30.4M 3.52% +5,095 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 138,366 $30.4M 0.12% -495 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 136,120 $29.9M 2.13% -639 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 135,572 $29.8M 15.1% +5,382 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 134,157 $29.5M 4.28% +1,589 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 133,314 $29.3M +10,175 Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 133,172 $29.3M 13.97% +2,338 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 130,025 $28.6M 0.36% +969 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 129,446 $28.4M 0.12% -2,895 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 128,253 $28.2M 1.15% +29,645 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 127,782 $28.1M 0.58% -69,228 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 125,624 $27.6M 1.52% +1,716 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 125,345 $27.5M 1.02% +6,681 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 125,241 $27.5M 0.07% +17,783 13F-HR Timeline Group Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 124,512 $27.4M 17.62% +31,254 13F-HR Timeline McCarthy Asset Management, Inc. More: the full row for McCarthy Asset Management, Inc. 124,158 $27.3M 14.24% +1,428 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 123,326 $27.1M 5.92% -783 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 123,315 $27.1M -111 Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 123,277 $27.1M 1.06% -3,827 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 123,135 $27.1M 14.44% -527 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 122,631 $27M 8.38% +842 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/ 122,530 $26.9M 0.03% +5,194 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 122,393 $26.9M 2.7% -1,962 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 120,240 $26.4M 0.57% +807 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 119,953 $26.4M 7.02% +672 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 117,216 $25.8M 15.11% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 116,970 $25.7M 3.47% +2,328 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 116,071 $25.5M 3.64% +237 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 115,603 $25.4M 2.69% -1,044 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 115,252 $25.3M 8.25% +6,659 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 115,251 $25.3M 1.16% -264 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 114,868 $25.2M 0.69% +9,911 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 113,988 $25.1M 0.95% +280 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 113,422 $24.9M 15.69% +23,342 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 113,216 $24.9M 12.52% +6,040 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 112,473 $24.7M +6,449 Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 111,622 $24.5M 10.27% +11,575 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 111,444 $24.5M 1.1% +10,518 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 111,271 $24.5M 1.19% -45,818 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 110,610 $24.3M 0.3% -2,119 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 110,466 $24.3M 0.1% +4,946 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 110,135 $24.2M 0.8% -9,348 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 109,931 $24.2M 0.26% -10,682 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 109,754 $24.1M 0.27% +6,914 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 109,008 $24M 0.31% -2,718 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 107,125 $23.5M 9.78% 13F-HR Timeline