WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 23,962,495 $6.2B 1.49% +1,566,734 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,352,893 $4.72B 4.23% +912,514 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,625,845 $4.3B 0.38% +67,175 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,212,002 $2.12B 2% +125,331 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,031,507 $2.08B 0.15% +357,679 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,251,149 $1.62B 1.32% +458,676 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,186,061 $1.6B 0.6% +124,452 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,624,033 $1.45B 0.32% +61,378 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,388,560 $876M 0.24% -5,099 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,241,845 $838M +395,409 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,970,441 $768M 0.3% -64,787 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,427,941 $628M 1.16% +246,944 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,352,154 $608M 0.32% -23,697 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,299,184 $595M 0.05% -7,595 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 1,677,313 $434M -52,979 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,548,750 $401M 0.67% +149,487 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,540,456 $398M 0.09% -731 13F-HR/A Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,597,952 $365M 0.77% +321,778 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,397,885 $355M 2% +29,291 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,345,236 $348M 11.73% +41,718 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,229,064 $318M 0.45% -40,932 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,210,150 $313M 6.41% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,119,086 $289M 1.73% +561,872 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 1,050,401 $272M 0.05% +384,888 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 878,631 $227M 0.31% +190,221 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 872,371 $226M 3.42% -5,281 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 860,276 $222M 8.46% +114,143 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Cetera Investment Advisers More: the full row for Cetera Investment Advisers 796,005 $206M 0.4% +33,449 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 792,549 $205M 0.42% +70,952 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 751,033 $194M +297,950 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 719,998 $186M 0.04% -2,219 13F-HR/A Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 723,746 $186M 0.43% +64,428 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 686,349 $178M 2.76% -4,288 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 683,040 $177M 0.39% +79,424 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 654,453 $169M 0.09% +53,330 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 653,396 $169M 2.33% +90,493 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 617,119 $160M 0.17% +42,987 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 603,446 $156M 1.76% -24,925 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 600,978 $155M 0.67% +28,053 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 562,717 $146M 0.23% +25,452 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 545,449 $141M 1.35% +28,498 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 533,749 $138M 0.27% +20,540 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 516,860 $134M 3.87% +273 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 505,380 $131M 0.32% +23,476 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 455,593 $118M -12,373 Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 434,790 $112M 0.21% +13,175 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 414,627 $107M 2.66% -13,667 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 410,358 $106M 1.49% +7,276 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 404,194 $105M 2.53% -884 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 404,194 $105M 2.14% -884 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 398,363 $103M 4.67% +16,723 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 392,382 $101M 0.17% +34,019 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 384,048 $99.3M 7.87% +11,535 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 372,168 $96.3M 0.01% +20,693 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 369,569 $95.6M 0.48% -1,201 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 363,016 $93.9M 11.42% +13,408 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 355,235 $92.5M 3.08% +18,050 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 356,101 $92.1M 0.26% -9,719 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 389,968 $90.9M 0.23% -3,929 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 343,649 $88.9M 0.24% +1,972 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 339,937 $87.9M 4.31% +7,177 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 339,412 $87.8M 2.82% +15,610 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 331,125 $85.6M 6.34% +2,285 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 328,566 $85M +2,537 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 324,393 $83.9M 0.28% -12,682 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 312,532 $80.8M 6.92% +134,870 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 306,408 $79.2M 0.75% +24,482 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 305,786 $79.1M 3.76% -19,875 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 293,556 $75.9M 1.23% -4,746 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 287,222 $74.3M 0.25% +5,038 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 282,743 $73.1M 0.06% -459,161 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 275,742 $71.3M 0.42% +10,277 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 273,554 $70.7M 0.07% -15,869 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 271,049 $70.1M 7.76% +4,871 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 269,139 $69.6M 1.71% +1,167 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 264,902 $68.5M 2.51% +5,915 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 253,224 $65.5M 3.28% -5,062 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 250,004 $64.7M 1.77% -3,453 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 231,116 $60.5M 3.08% -5,151 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 230,998 $59.7M 10.82% +13,620 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 229,332 $59.3M 0.36% +20,632 13F-HR Timeline CX Institutional More: the full row for CX Institutional 224,464 $58.1M 2.19% +27,360 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 222,001 $57.4M 2.41% +24,096 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 221,223 $57.2M 0.85% +864 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 207,575 $53.7M 4.53% +4,966 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 205,593 $53.2M 11.5% +3,081 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 203,799 $52.7M 2.76% new 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 202,908 $52.5M 12.32% -24,151 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 198,254 $51.3M 1.01% +4,779 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 194,666 $50.3M 0.1% +42,378 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 193,322 $50M 0.21% -4,689 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 190,855 $48.9M 0.52% +18,926 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 182,101 $47.1M 2.33% +6,294 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 181,456 $46.9M 0.48% -7,920 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 180,400 $46.7M 10.34% +248 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 174,974 $45.3M 0.32% +6,250 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 168,679 $43.6M 0.08% -1,631 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 167,979 $43.4M 9.94% +3,504 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 161,637 $41.8M 10.8% +4,182 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 160,187 $41.4M 1.26% +18,672 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 158,827 $41.1M 3.81% -1,245 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 158,049 $40.9M 0.36% +7,559 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 154,896 $40.1M 3.01% +277 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 154,136 $39.9M +19,976 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 153,946 $39.8M 0.6% +96,228 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 152,745 $39.5M 0.05% +16,084 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 149,906 $38.8M 0.83% -53,097 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 149,832 $38.7M 4.66% +12,954 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 160,931 $38.6M 6.67% -2,930 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 148,916 $38.5M 0.56% -24,188 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 147,269 $38.1M 1.83% -1,025 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 148,011 $37.9M 14.66% +5,998 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 145,569 $37.6M 12.52% +12,561 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 144,169 $37.3M 2.39% -21,324 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 143,994 $37.2M 0.67% -18,606 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 143,566 $37.1M 0.28% +3,659 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 140,311 $36.5M +42,533 Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 139,604 $36.1M 9.08% +3,175 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 137,719 $35.6M 0.08% +75,691 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 136,481 $35.3M 7.37% -2,410 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 135,711 $35.1M 4.01% -5,421 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 133,627 $34.6M 2.88% +6,974 13F-HR/A Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 132,459 $34.1M 1.23% +30,059 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 131,625 $34M 9.63% +1,722 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 128,403 $33.2M 7.53% +2,538 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 127,322 $32.9M -2,868 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 126,697 $32.8M 0.92% +22,059 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 126,490 $32.7M 1.66% +7,676 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 126,093 $32.6M 5.75% -857 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 125,172 $32.4M 24.77% +2,072 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 122,833 $31.8M 0.17% +1,672 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 122,409 $31.7M <0.01% +11,146 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 122,069 $31.6M 2.1% -18,535 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 121,429 $31.4M 1.2% +12,507 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 119,789 $31M 0.17% -1,099 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 118,582 $30.7M 0.19% +6,807 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 117,648 $30.4M 0.18% +10,953 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 116,947 $30.2M 2.67% +4,899 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 116,646 $30.2M 0.25% +22,657 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 116,629 $30.2M 7.74% -182 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 115,868 $30M 4.6% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 115,276 $29.8M 0.09% +8,153 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 113,863 $29.4M 7.43% -2,779 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 112,164 $29M 2.62% +445 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 111,335 $28.8M 1% +8,483 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 125,717 $28.7M 14.24% +5,467 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 110,126 $28.5M 0.08% +715 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 108,903 $28.2M 4.81% +2,278 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 108,765 $28.1M 3.14% -2,221 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 108,210 $28M 0.33% +4,061 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 105,327 $27.2M 0.21% -1,196 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 104,823 $27.1M 16.07% +11,703 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 103,601 $26.8M 2.07% -699 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 101,901 $26.4M 6.12% +684 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/ 100,270 $25.9M 0.03% +90,934 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 98,951 $25.6M 2.17% +4,050 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 97,090 $25.1M 0.35% -26 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 96,480 $25M 10.79% +1,924 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 95,723 $24.8M 4.46% +11,197 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 95,672 $24.7M 0.53% +26,475 13F-HR Timeline Group 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 93,403 $24.2M 1.14% -956 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 93,286 $24.1M 0.03% +179 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 100,075 $24.1M +769 Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 92,785 $24M 14.97% +814 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 92,107 $23.8M 6.32% +75,197 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 92,062 $23.8M 4.42% +7,709 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 90,791 $23.5M 3.41% -1,942 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 89,960 $23.4M 0.61% +87,627 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 90,328 $23.4M 2.58% +2,085 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 90,115 $23.3M 1.68% +1,416 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 89,941 $23.3M 0.59% -4,990 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 89,897 $23.2M 0.49% -4,277 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 88,926 $23M 0.27% -5,783 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 88,229 $22.8M 0.44% +782 13F-HR/A Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 88,155 $22.8M 1.47% +1,509 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 87,814 $22.7M 0.57% -174 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 87,423 $22.6M 2.18% -17,624 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 87,129 $22.5M 0.09% +60,250 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 86,008 $22.2M 2.07% -6,820 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 84,463 $21.8M 6.05% +200 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 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