BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 21,677,879 $4.66B 0.34% -3,061,801 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 13,018,448 $2.8B 0.17% +244,419 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,790,756 $2.32B 0.46% -23,404 13F-HR/A Timeline Group VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 10,736,088 $2.31B +10,732,780 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,997,146 $1.93B 4.25% -882,045 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,002,475 $1.51B 0.4% +92,654 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,558,371 $1.41B +222,552 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,720,946 $1.23B 0.38% +129,137 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,763,602 $1.23B 7.96% +57,711 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,141,560 $891M 0.17% -17,619 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,195,623 $673M 0.05% -49,027 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,500,782 $538M +177,217 Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 2,487,625 $535M 0.66% -212,766 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,446,374 $526M 0.12% -171,474 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,374,070 $511M 0.71% -197,340 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,351,156 $506M 0.54% -6,781 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,203,257 $474M 7.26% +56,084 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,055,747 $433M 0.21% +319,559 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,954,312 $420M 0.62% +66,090 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,612,753 $347M 4.16% +61,975 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,587,592 $341M 0.21% +11,263 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,544,410 $328M 0.47% -28,770 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,363,406 $293M 0.34% -28,892 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,349,051 $290M 9.62% +30,794 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,254,222 $270M 2.02% +37,610 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,231,858 $265M 0.46% +26,752 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,204,922 $259M 0.18% +78,387 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,201,982 $258M 4.23% -29,475 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,173,338 $252M 0.27% -1,729 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,147,118 $248M 0.54% -425,564 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,035,284 $223M 0.2% -23,297 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 986,330 $212M 0.35% +7,568 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 976,020 $210M 1.19% -20,685 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 965,770 $208M 0.04% -103,256 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 955,149 $205M 5.85% +1,122 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 933,619 $201M 0.29% +75,921 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 854,916 $184M 0.47% -5,427 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 853,798 $184M 1.02% +92,940 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 831,224 $179M 0.24% -26,301 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 824,486 $177M 0.31% -4,219 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 816,946 $176M 6.81% +45,407 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 791,019 $170M 0.15% -103,977 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 768,589 $165M +6,655 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 765,784 $165M 0.71% -13,263 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 750,651 $161M 3.73% +2,869 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 717,344 $154M 4.32% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 698,249 $150M 0.02% -19,198 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 690,306 $148M 8.14% +25,254 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 687,771 $148M 0.42% +14,217 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 686,798 $148M 0.06% -66,782 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 665,601 $143M +50,155 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 623,599 $134M 0.21% -17,263 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 615,798 $132M +92,953 Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 593,665 $128M 0.6% -23,574 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 585,802 $126M 0.31% +1,000 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 585,433 $126M 0.19% -187,220 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 570,781 $123M 0.61% -4,604 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 565,259 $122M 10.56% -636,527 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 564,446 $121M 0.6% -6,484 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 499,813 $107M 0.01% +50,626 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 493,250 $106M 0.29% -97,474 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 492,749 $106M 0.54% +21,211 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 490,072 $105M 0.57% +16,657 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 467,630 $101M 2.09% -1,655 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 439,388 $94.5M 1.06% +309,363 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 407,537 $87.6M 0.05% +25,506 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 402,828 $86.6M 0.79% -119 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 396,679 $85.3M 25.71% +16,365 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 388,720 $83.6M 0.9% +384,253 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 378,858 $81.5M 0.43% +74,259 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 374,469 $80.5M 0.37% +9,614 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 361,475 $77.7M 0.44% +12,995 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 359,954 $77.4M 0.02% -91,884 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 354,083 $76.1M 7.86% +11,196 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 353,000 $75.9M 2.67% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 346,034 $74.4M 0.58% +9,598 13F-HR Timeline Group Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 342,517 $73.7M 29.36% -1,718 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 339,829 $73.1M 0.84% +9,855 13F-HR Timeline Group Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 326,377 $70.2M 3.03% +8,580 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 323,541 $69.6M 0.01% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 319,901 $68.8M 0.08% +67,745 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 319,730 $68.8M 0.25% -36,454 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 313,122 $68.7M 0.44% +38,633 13F-HR Timeline Group Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 317,389 $68.3M 1.98% +2,805 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 313,729 $67.5M 0.74% +12,565 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 302,201 $65M 13.65% -6,494 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 283,210 $60.9M 4.02% +5,404 13F-HR Timeline Berkshire Money Management, Inc. More: the full row for Berkshire Money Management, Inc. 279,611 $60.1M 6.16% -3,476 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 276,339 $59.4M 4.3% -27,016 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 273,431 $58.8M 3.63% +2,447 13F-HR/A Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 268,372 $57.7M 7.01% -25,766 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 261,326 $56.2M 3.2% +1,169 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 255,450 $54.9M 5.82% -10,374 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 251,254 $54M 4.82% +6,005 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 246,907 $53.1M 7.57% -18,299 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 245,039 $52.7M 0.32% +54,874 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 243,246 $52.3M 1.87% +2,399 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 226,499 $50.5M 2.85% +87,243 13F-HR/A Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 230,160 $49.5M 0.01% -69 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 227,881 $49M 2.8% -3,814 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 224,526 $48.3M 9.97% -1,461 13F-HR/A Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 223,147 $48M 6.56% +3,322 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 220,861 $47.5M 5.48% -5,110 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 216,869 $46.6M 0.02% +47,987 13F-HR Timeline Group ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 214,103 $46M 6.11% +13,546 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 208,306 $44.8M 0.71% new 13F-HR/A Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 207,238 $44.6M 1.85% +78,985 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 201,422 $43.3M 0.03% -11,700 13F-HR Timeline Group HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 200,635 $43.1M 4.86% +4,817 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 200,810 $43.1M 9.6% -399 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 200,326 $43.1M 5.79% -6,226 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 199,219 $43M 0.41% +59,862 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 199,269 $42.9M 12.86% +8,393 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 196,954 $42.4M 0.69% +69,172 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 196,817 $42.3M 0.17% -16,148 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 194,698 $41.9M 0.48% +5,936 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 194,475 $41.8M 9.76% +4,937 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 190,557 $41M 0.45% +3,633 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 189,726 $40.8M 1.71% -323 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 187,148 $40.2M 0.07% +42,968 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 187,074 $40.2M 3.62% -1,046 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 176,280 $40.2M 3.97% +1,537 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 185,200 $39.8M 7.72% +9,234 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 185,199 $39.8M 0.55% -7,193 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 183,301 $39.4M 0.61% +124,535 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 182,902 $39.3M 0.73% +3,162 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 180,382 $38.8M 5.63% +2,412 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 178,844 $38.5M 12.84% +6,227 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 178,169 $38.3M 14.5% +6,473 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 177,793 $38.2M +1,702 Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 177,168 $38.1M 1.07% -2,362 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 176,111 $37.9M 3.87% -2,227 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 175,069 $37.7M 5.46% +2,915 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 174,460 $37.5M 1.03% -50,797 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 169,613 $37.3M 0.73% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 173,077 $37.2M 4.97% -4,410 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 170,935 $36.8M 0.8% +17,749 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 169,892 $36.5M 3.56% +858 13F-HR/A Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 168,309 $36.2M 0.67% +346 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 161,301 $34.7M 11.03% -1,233 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 160,821 $34.6M 5.04% +3,243 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 159,055 $34.2M 0.06% -866 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 158,913 $34.2M 0.14% -482 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 156,958 $33.8M 0.51% +14,972 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 156,551 $33.7M 0.17% -5,205 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 154,651 $33.3M 3.15% +478 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 153,745 $33.1M 0.39% +707 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 152,452 $32.8M 0.3% -22,172 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 150,245 $32.3M 9.47% +2,584 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 146,987 $31.6M 0.09% -343 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 146,567 $31.5M 0.24% -11,486 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 145,145 $31.2M 0.85% -2,300 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 137,671 $31M 4.63% -433 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 143,711 $30.9M 5.57% -349 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 142,307 $30.6M 0.03% +19,777 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 142,152 $30.6M 12.28% -17,001 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 141,847 $30.5M 3.47% -3,233 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 141,238 $30.4M 6.32% +2,566 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 139,301 $30M 0.1% -13,911 13F-HR/A Timeline Group KilterHowling LLC More: the full row for KilterHowling LLC 137,315 $29.5M 14.9% +1,743 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 135,585 $29.2M 0.09% +64,312 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 135,441 $29.1M 2.09% -679 13F-HR Timeline MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 134,847 $29M 13.61% +1,675 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 133,941 $28.8M 1.51% +8,317 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 132,658 $28.5M -656 Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 132,357 $28.5M 2.51% -34,863 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 128,678 $27.7M 0.12% -768 13F-HR Timeline Group Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 128,256 $27.6M 11.56% +16,634 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 128,141 $27.6M 0.07% +2,900 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 126,760 $27.3M 0.83% +1,415 13F-HR/A Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 124,599 $26.8M 8.37% +1,968 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 124,056 $26.7M 22.32% -456 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 123,646 $26.7M 5.94% +320 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 123,078 $26.5M 0.11% -15,288 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 121,327 $26.1M 15.44% -1,808 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 119,236 $25.6M <0.01% -40,391 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 119,216 $25.6M 2.53% -3,177 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 118,642 $25.5M 1.06% -4,635 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 118,267 $25.4M 1.24% +6,996 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 117,601 $25.3M 0.54% -2,639 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $25.2M 15.08% -117,216 13F-HR Timeline Amount filed as zero, left out of ratios. Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 117,216 $25.2M 3.3% +246 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 117,027 $25.2M 3.52% +956 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 116,838 $25.1M +4,365 Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 116,251 $25M 0.31% +10,641 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 116,080 $25M 0.65% +1,212 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 115,851 $24.9M 8.33% +599 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 115,113 $24.8M 12.29% +1,897 13F-HR/A Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 114,960 $24.7M 2.57% -643 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 114,894 $24.7M 1.75% +14,613 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 114,753 $24.7M 0.3% +5,745 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 114,665 $24.7M 1.15% -586 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 114,562 $24.6M 0.27% +27,742 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 114,424 $24.6M 0.34% +17,690 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 113,973 $24.5M 0.93% -15 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 113,815 $24.5M 6.46% -6,138 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 113,693 $24.5M 15.14% +271 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 112,296 $24.2M -11,019 Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 111,535 $24M 1.12% +91 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 111,150 $23.9M 0.3% +540 13F-HR Timeline Group