WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 22,395,761 $5.92B 1.42% +113,067 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,440,379 $4.61B 4.38% +2,965,961 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,558,670 $4.37B 0.4% +484,602 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,086,671 $2.14B 2.08% -93,399 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,673,828 $2.03B 0.14% +302,028 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,061,609 $1.6B 0.59% 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,792,473 $1.53B 1.29% +196,187 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,562,655 $1.47B 0.33% +67,613 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,393,659 $896M 0.23% -109,565 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,035,228 $802M 0.33% +146,261 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,846,436 $752M -34,580 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,375,851 $628M 0.42% +5,645 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,306,779 $609M 0.05% +203,167 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,180,997 $576M 1.08% +236,111 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 1,730,292 $457M -101,009 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,541,187 $407M 0.09% +57,743 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,368,594 $379M 2.08% +91,860 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,399,263 $370M 0.62% +54,341 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,303,518 $344M 11.74% +23,072 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,276,174 $340M 0.62% +37,343 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,269,996 $335M 0.49% +16,150 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,210,150 $319M 6.26% +40,242 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 877,652 $232M 3.38% +45,485 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 762,556 $201M 0.42% +7,019 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 746,133 $197M 7.88% +77,719 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 741,904 $196M 0.15% -197,620 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 722,217 $191M 0.04% -14,698 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 721,597 $191M 0.41% +46,519 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 690,637 $182M 2.78% +15,023 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 688,410 $182M 0.25% +45,380 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 665,513 $176M 0.03% -18,234 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 659,318 $174M 0.42% +151,307 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 628,371 $166M 1.84% +1,782 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 603,616 $160M 0.36% +5,937 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 601,123 $159M 0.08% +110,107 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 574,132 $152M 0.16% +8,900 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 572,925 $151M 0.67% -25,236 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 562,903 $149M 2.08% +12,601 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 557,214 $147M 1.46% +6,087 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 537,265 $142M 0.22% +2,403 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 516,951 $137M 1.29% +15,678 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 516,587 $136M 3.83% +30,342 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 513,209 $136M 0.26% +17,412 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 481,904 $127M 0.33% +72,758 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 467,966 $124M -16,933 Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 453,083 $120M -41,820 Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 428,294 $113M 2.72% +422,294 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 421,615 $111M 0.2% +63,579 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 405,078 $107M 2.68% +20,624 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 405,078 $107M 2.28% +20,624 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 403,082 $106M 1.46% +4,189 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 381,640 $101M 4.54% +17,786 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 372,513 $98.4M 7.48% +9,407 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 370,770 $97.9M 0.47% -4,324 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 365,820 $96.6M 0.27% -2,481 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 393,897 $93.9M 0.27% -20,188 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 351,475 $92.8M 0.01% +10,552 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 349,608 $92.3M 11.45% +4,611 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 341,677 $90.2M 0.25% +24,243 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 337,185 $89.8M 2.99% +6,144 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 337,075 $89M 0.31% -563 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 332,760 $87.9M 4.39% +3,884 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 328,840 $86.9M 6.45% +25,746 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 326,029 $86.1M +12,434 Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 325,661 $86M 4.46% -31,720 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 323,802 $85.5M 2.57% -45,052 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 298,302 $78.8M 1.14% +35,099 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 358,363 $76.8M 0.13% -64,092 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 289,423 $76.4M 0.07% -22,163 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 282,184 $74.5M 0.25% +1,973 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 281,926 $74.5M 0.71% +11,810 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 267,972 $70.8M 1.73% -449 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 266,178 $70.3M 7.41% +2,403 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 265,465 $70.1M 0.42% +35,113 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 258,987 $68.4M 2.48% +4,611 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 258,286 $68.2M 3.4% -4,959 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 253,457 $66.9M 1.66% +277 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 236,267 $63.1M 3.11% -164 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 227,059 $60M 13.64% +1,212 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 220,359 $58.2M 0.84% +547 13F-HR Timeline American Trust More: the full row for American Trust 218,969 $57.8M 4.4% -15,799 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 217,378 $57.4M 10.8% +18,826 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 208,700 $55.1M 0.31% -2,108 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 203,003 $53.6M 1.14% -54,046 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 202,609 $53.5M 4.75% +3,198 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 202,512 $53.5M 11.51% +6,055 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 198,011 $52.3M 0.21% +3,866 13F-HR/A Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 197,905 $52.3M 2.22% +4,602 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 197,104 $52.1M 2.07% +49,069 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 193,475 $51.1M 1% +12,397 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 189,376 $50M 0.49% -6,468 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 180,152 $47.6M 9.96% +3,827 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 177,662 $46.9M 4.17% +53,300 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 168,724 $46.9M 0.3% +7,075 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 175,807 $46.4M 2.28% +3,247 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 171,929 $45.8M 0.55% +59,802 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 173,104 $45.7M 0.64% +53,767 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 170,310 $45M 0.07% -6,317 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 165,493 $43.7M 2.75% +57,041 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 164,475 $43.4M 9.15% +5,233 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 163,861 $43.3M 6.99% -5,811 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 162,600 $42.9M 0.74% -4,359 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 160,072 $42.3M 3.91% -374 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 157,455 $41.6M 10.85% -1,474 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 154,619 $40.8M 2.97% -5,489 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 152,288 $40.2M 0.08% +9,578 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 150,490 $39.7M 0.35% +5,970 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 142,013 $39.4M 15.34% -2,289 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 148,294 $39.2M 1.71% +3,811 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 141,515 $37.4M 1.13% +10,479 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 141,132 $37.3M 4.2% +1,476 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 140,604 $37.2M 2.15% -2,675 13F-HR Timeline Starr Indemnity & Liability Co More: the full row for Starr Indemnity & Liability Co 140,160 $37M 18.28% 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 139,907 $37M 0.27% -855 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 138,891 $36.7M 8% 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 136,878 $36.2M 4.5% +10,255 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 136,661 $36.1M 0.05% -187 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 136,429 $36M 9.04% +1,067 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 134,602 $35.6M 6.87% +6,182 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 134,160 $35.4M -485,145 Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 133,008 $35.1M 12.37% +13,103 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 130,190 $34.4M -14,102 Timeline Ballast, Inc. More: the full row for Ballast, Inc. 129,903 $34.3M 9.81% -865 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 126,950 $33.5M 5.47% -2,861 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 126,653 $33.5M 2.72% +3,607 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 125,865 $33.2M 7.32% -2,633 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 123,100 $32.5M 24.38% +2,573 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 120,250 $32.4M 14.51% -2,761 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 121,161 $32M 0.16% +621 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 120,888 $31.9M 0.16% +1,196 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 118,814 $31.4M 1.6% -796 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 114,326 $30.9M 0.06% +7,748 13F-HR Timeline Group Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 116,811 $30.9M 8.31% +215 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 116,700 $30.8M 0.62% new 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 116,642 $30.8M 7.58% +4,517 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 115,868 $30.6M 4.57% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 112,564 $29.7M 0.79% 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 112,048 $29.6M 2.48% -144 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 111,775 $29.5M 0.19% +4,155 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 111,719 $29.5M 2.58% +8,568 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 111,263 $29.4M <0.01% +6,461 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 110,986 $29.3M 2.78% -5,113 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 109,411 $28.9M 0.08% +616 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 108,922 $28.8M 1.12% +3,610 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 107,123 $28.3M 0.08% +5,272 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 106,695 $28.2M 0.18% +37,545 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 106,625 $28.2M 4.63% +12,173 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 106,523 $28.1M 0.21% +15,460 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 105,047 $27.7M 2.35% -6,956 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 104,832 $27.7M 0.76% +7,138 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 104,638 $27.6M 0.76% +10,115 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 104,300 $27.5M 2.17% -1,930 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 104,149 $27.5M 0.32% +2,088 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 102,852 $27.2M 0.93% +8,554 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 102,400 $27M 0.98% +22,676 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 101,217 $26.7M 6.2% -146 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 99,306 $26.1M +21 Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 97,778 $25.8M +26,209 Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 97,116 $25.7M 0.34% -4,990 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 94,931 $25.1M 0.63% +7,936 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 94,901 $25.1M 2.15% +510 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 94,709 $25M 0.29% +3,361 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 94,556 $25M 11.53% -515 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 94,359 $24.9M 1.13% -950 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 94,174 $24.9M 0.57% -2,258 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 93,989 $24.8M 0.25% +2,165 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 93,120 $24.6M 13.72% -5,094 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 93,107 $24.6M 0.03% +11,662 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 92,828 $24.5M 2.16% +353 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 92,733 $24.5M 3.45% -436 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 92,340 $24.4M 0.8% +5,686 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 91,971 $24.3M 14.89% -27,910 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 90,606 $23.9M 2.96% -8,651 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 88,699 $23.4M 1.73% -356 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 88,681 $23.4M 0.08% +748 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 88,243 $23.3M 2.6% -2,240 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 87,988 $23.2M 0.57% -30 13F-HR Timeline C V STARR & CO INC More: the full row for C V STARR & CO INC 87,465 $23.1M 18.03% 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 87,447 $23.1M 0.43% -594 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 86,646 $22.9M 1.46% -2,782 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 82,336 $22.8M 1.29% -2,819 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 85,048 $22.5M 0.25% -6,525 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 84,526 $22.3M 5.14% +1,309 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 84,353 $22.3M 4.57% +70 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 84,263 $22.3M 6.18% +259 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 82,920 $21.9M 0.29% +81,610 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 82,474 $21.8M 4.74% -835 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 82,275 $21.7M 1.03% +21,463 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 82,034 $21.7M 1.58% -3,937 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 81,235 $21.5M 0.43% -83,425 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 81,051 $21.4M 5.1% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 80,238 $21.2M 1.91% +81 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 79,430 $21M 6.14% +3,672 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 79,323 $21M 2.67% +2,359 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 78,580 $20.8M 0.6% +234 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 78,805 $20.7M 0.35% +10,221 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 76,674 $20.3M 2% -1,220 13F-HR Timeline Group Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 76,078 $20.1M 2.88% +641 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 75,312 $19.9M 0.24% +64,463 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 73,688 $19.5M 10.5% -544 13F-HR Timeline