WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 24,779,833 $6.93B 1.52% +817,338 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,981,556 $5.86B 4.44% +2,628,663 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/ 17,255,275 $4.83B 0.39% +629,430 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,406,520 $2.35B 2.01% +194,518 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,041,443 $2.25B 0.15% +9,936 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,733,309 $1.88B 1.37% +482,160 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,568,668 $1.84B 0.63% +382,607 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,775,822 $1.62B +2,533,977 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,675,783 $1.59B 0.33% +51,750 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,241,845 $1.19B 1.49% +4,089,100 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,473,570 $972M 0.24% +85,010 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,966,756 $830M 0.28% -3,685 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 2,761,367 $773M 1.23% +333,426 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. 2,315,383 $648M 0.42% -36,771 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,146,011 $601M 0.04% -153,173 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,709,460 $478M 0.69% +160,710 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,666,862 $466M 0.83% +68,910 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,565,465 $438M 0.09% +25,009 13F-HR/A Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 1,524,625 $427M -152,688 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,430,611 $400M 1.92% +32,726 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,325,765 $371M 11.25% -19,471 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,217,920 $341M 1.92% +98,834 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,210,150 $339M 6.22% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,184,471 $331M 0.44% -44,593 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,096,310 $307M 7.93% +236,034 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 1,039,154 $291M 0.05% -11,247 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 947,793 $265M 3.67% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 941,545 $263M 0.44% +145,540 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 921,472 $258M 0.46% +128,923 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 870,194 $244M 0.31% -8,437 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 846,877 $237M 1.63% +703,311 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 844,915 $236M +93,882 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 765,000 $214M 2.55% +111,604 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 731,640 $205M 0.03% +11,642 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 691,819 $194M 2.72% +5,470 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 686,338 $192M 0.34% +3,298 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 679,323 $190M 0.1% +24,870 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 651,434 $182M 0.18% +34,315 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 613,161 $172M 0.39% -110,585 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 624,581 $167M 0.66% +23,603 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 595,354 $167M 1.74% -8,092 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 561,518 $157M 1.35% +16,069 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 538,967 $151M 0.26% +104,177 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 538,132 $151M 0.26% +4,383 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 534,240 $149M 0.22% -28,477 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 526,618 $147M 3.93% +9,758 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 479,993 $134M 0.29% -25,387 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 479,531 $134M 0.01% +107,363 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 456,431 $128M +838 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 424,700 $119M 0.34% +100,307 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 423,957 $119M 1.49% +13,599 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 422,165 $118M 4.8% +23,802 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 404,194 $113M 2.72% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 404,194 $113M 2.28% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 400,702 $112M 2.85% +61,290 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 398,534 $112M 7.64% +14,486 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 395,148 $111M 0.15% +2,766 13F-HR/A Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 392,534 $110M 2.38% -22,093 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 360,503 $104M 2.99% +5,268 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 366,230 $102M 11.16% +3,214 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 363,792 $102M 0.24% +20,143 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 358,215 $100M 0.26% +2,114 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 352,513 $98.7M 4.37% +12,576 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 343,668 $96.2M 0.21% -46,300 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 334,991 $93.7M +6,425 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 331,969 $93.2M 0.47% -37,600 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 332,776 $93.1M 6.43% +1,651 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 321,485 $90M 0.74% +15,077 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 313,782 $87.8M 5.6% +1,250 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 302,750 $84.7M 1.13% +9,194 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 290,919 $81.4M 0.42% +15,177 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 277,129 $77.6M 1.79% +7,990 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 274,550 $76.8M 7.87% +3,501 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 268,263 $75.1M 2.74% +3,361 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 259,988 $72.8M 3.44% +6,764 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 254,419 $71.2M 2.86% -51,367 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 253,324 $70.9M 0.06% -20,230 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 251,044 $70.2M 0.21% -36,178 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 250,168 $70M 1.68% +164 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 244,121 $68.3M 0.15% +106,402 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 239,614 $67.1M 10.02% +8,616 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 237,208 $66.8M 3.12% +6,092 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 228,910 $64.1M 3.05% +25,111 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 226,096 $63.3M 2.38% +4,095 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 225,957 $63.2M 0.34% -3,375 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 225,517 $63.1M 0.89% +4,294 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 223,290 $62.5M 11.73% +17,697 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 216,223 $61.3M 0.1% +21,557 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 219,083 $61.3M 4.57% +11,508 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 201,804 $56.5M 12.59% -1,104 13F-HR Timeline CX Institutional More: the full row for CX Institutional 198,417 $55.5M 1.94% -26,047 13F-HR/A Timeline COMERICA BANK More: the full row for COMERICA BANK 197,230 $55.2M 0.21% +3,908 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 197,035 $55.1M 0.62% +43,089 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 195,291 $54.6M 0.42% +4,436 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 193,818 $54.2M 0.09% +25,139 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 191,666 $53.8M 0.86% -6,588 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 187,020 $52.3M 0.49% +5,564 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 184,840 $51.9M 2.33% +2,739 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 177,263 $49.6M +23,127 Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 174,811 $48.8M 1.61% +42,352 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 174,123 $48.7M 10.18% +6,144 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 172,994 $48.4M 1.37% +12,807 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 170,804 $47.8M 0.37% +12,755 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 167,059 $46.7M 11% +5,422 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 165,662 $46.5M 2.14% +21,493 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 163,221 $45.7M 2.13% +36,731 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 161,591 $45.2M 0.28% -13,383 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 159,432 $44.6M 13.45% +13,863 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 159,159 $44.5M 6.92% -1,772 13F-HR/A Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 156,997 $43.9M 3.84% -1,830 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 154,074 $43.8M 0.69% +10,080 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 154,367 $43.2M 0.24% +132,301 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 151,514 $43.1M 15.46% +3,503 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 152,497 $42.8M 4.77% +2,665 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 149,905 $42.1M 2.81% -4,991 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 142,798 $40M 1.05% +16,101 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 142,546 $39.9M 0.09% +90,423 13F-HR/A Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 142,232 $39.8M 4.56% +131,020 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 140,650 $39.4M 7.36% +4,169 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 140,617 $39.3M 9.39% +1,013 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 136,611 $38.2M +9,289 Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 136,568 $38.2M 3.99% +857 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 136,312 $38.1M 3.01% +2,685 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 134,930 $37.8M 7.99% -45,470 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 134,045 $37.5M 9.82% +2,420 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 133,717 $37.4M 3.36% +46,294 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 133,362 $37.3M 0.19% 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 131,244 $36.7M 26.24% +6,072 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 129,743 $36.3M 0.2% +11,161 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 128,273 $36.2M 15.03% +2,556 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 128,005 $35.9M 0.19% +10,357 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 127,896 $35.8M 6.1% -507 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 126,982 $35.5M <0.01% +4,573 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 126,681 $35.5M 5.94% +588 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 126,265 $35.3M 2.92% +9,318 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 125,411 $35.2M 1.66% -21,858 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 124,683 $34.9M 0.1% +9,407 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 122,460 $34.3M 0.47% -26,456 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 122,315 $34.2M 0.16% -518 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 121,452 $34M 4.97% +25,729 13F-HR Timeline American Trust More: the full row for American Trust 119,255 $33.4M 3.14% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 116,754 $32.8M 0.09% +6,628 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 117,168 $32.8M 7.36% +539 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 117,149 $32.8M 0.97% +5,814 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 115,933 $32.4M 0.53% -33,973 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 115,868 $32.4M 4.34% 0 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 112,549 $31.5M 2.62% +385 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 110,266 $30.9M 1.78% +22,111 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 108,277 $30.3M 7.09% -5,586 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 106,655 $29.9M 4.82% -2,248 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 106,636 $29.8M 0.21% +1,309 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 106,326 $29.8M 1.97% +37,238 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 105,612 $29.6M 5.47% +22,568 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 105,452 $29.5M 0.3% -2,758 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 104,865 $29.3M 0.66% +14,924 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 104,824 $29.3M 0.23% -11,822 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 104,595 $29.3M 2.3% +67,088 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 104,576 $29.3M 6.24% +2,675 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 103,305 $28.9M 2.2% +22,086 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 103,248 $28.9M 3.04% -5,517 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 103,197 $28.9M 2.1% -404 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 102,454 $28.7M 15.99% -2,369 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 100,344 $28.3M +269 Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 99,853 $27.9M 0.44% +22,100 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 98,950 $27.7M 0.33% +1,860 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 98,629 $27.6M 2.18% -322 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 97,599 $27.3M 11.1% +1,119 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 97,129 $27.2M -43,182 Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 96,746 $27.1M 2.62% +6,418 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 94,714 $26.5M 4.71% +21,494 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 94,111 $26.3M 0.03% +825 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 92,870 $26M 1.12% -533 13F-HR Timeline Group BCK Partners, Inc. More: the full row for BCK Partners, Inc. 92,806 $26M 15.24% +21 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 92,157 $25.9M 0.91% -29,272 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 91,556 $25.6M 6.95% -551 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 90,420 $25.3M 1.67% +305 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 88,310 $25.3M 0.57% -1,650 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 89,913 $25.2M 0.44% +16 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 88,965 $24.9M 0.09% +1,836 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 88,887 $24.9M 0.43% +658 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 88,864 $24.9M 4.29% -3,198 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 88,825 $24.9M 3.47% -1,966 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 87,866 $24.6M 0.27% -1,060 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 87,459 $24.5M 0.55% -355 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 86,019 $24.2M 0.55% +6,467 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 85,956 $24.1M 2.09% -52 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 85,809 $24M 6.2% +1,346 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 85,798 $24M 0.51% +11,225 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 84,195 $23.6M 0.6% new 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 82,599 $23.3M 4.83% +1,933 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 83,131 $23.3M 0.45% +1,454 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 82,993 $23.2M 0.91% +8,292 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 82,570 $23.1M 4.3% +7,450 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 80,453 $22.5M 0.36% +5,787 13F-HR Timeline Group Mason & Associates, LLC More: the full row for Mason & Associates, LLC 80,403 $22.5M 5.65% +7,945 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 80,339 $22.5M 2.11% -799 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 79,889 $22.4M 3.41% +11,341 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 79,747 $22.3M 2.91% +1,641 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 79,527 $22.3M 1.47% +3,289 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 78,905 $22.1M 1.57% -2,496 13F-HR Timeline Group