WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,204,917 $7.7B 1.57% +1,425,084 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 23,008,930 $6.73B 4.58% +2,027,374 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/ 17,462,800 $5.13B 0.38% +207,525 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,331,100 $2.45B 1.87% -75,420 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,230,202 $2.42B 0.15% +188,759 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,736,769 $1.98B 0.64% +168,101 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,026,776 $1.77B 1.18% -706,533 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,536,201 $1.63B 0.32% -139,582 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,507,107 $1.62B -268,715 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,610,643 $1.35B 1.61% +368,798 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,363,992 $988M 0.23% -109,578 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,168,038 $931M 0.27% +201,282 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 3,081,911 $905M 1.32% +320,544 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. 2,319,449 $681M 0.41% +4,066 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,216,889 $651M 5.17% +1,451,889 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,100,633 $617M 0.04% -45,378 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 1,850,065 $543M 0.93% +183,203 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,836,151 $539M 0.7% +126,691 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,569,625 $461M 0.08% +4,160 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,472,148 $432M 1.91% +41,537 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,466,395 $431M -58,230 Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,329,045 $390M 11.12% +3,280 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,221,342 $359M 0.42% +279,797 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,210,150 $355M 6.19% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,207,860 $355M 1.86% -10,060 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,172,986 $345M 8.34% +76,676 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,153,384 $339M 0.44% -31,087 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 1,024,286 $301M 0.05% -14,868 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,019,573 $300M 0.34% +149,379 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 961,865 $283M 3.68% +14,072 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 943,047 $277M 0.45% +21,575 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 931,903 $274M +86,988 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 900,601 $265M 1.72% +53,724 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 811,904 $238M 0.03% +80,264 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 761,862 $224M 0.09% +82,539 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 733,239 $214M 0.3% +46,901 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 697,123 $205M 2.98% +5,304 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 684,976 $201M 0.18% +33,542 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 661,628 $194M 0.32% +48,467 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 621,307 $183M 7.15% +268,794 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 603,478 $177M 0.35% +123,485 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 602,246 $177M 0.68% -22,335 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 567,795 $167M 0.23% +33,555 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 559,627 $164M 1.19% -1,891 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 552,613 $162M 1.38% -42,741 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 545,284 $160M 0.26% +7,152 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 538,877 $158M 4.88% +364,066 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 536,058 $157M 0.27% -2,909 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 524,143 $154M 3.92% -2,475 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 497,930 $146M 0.01% +18,399 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 455,265 $134M -1,166 Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 429,499 $126M 4.55% +7,334 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 422,678 $124M 1.44% -1,279 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 408,870 $120M 7.52% +10,336 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 399,331 $117M 2.72% -1,371 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 385,285 $113M 0.27% +27,070 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 379,615 $112M 2.66% -24,579 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 379,615 $112M 2.25% -24,579 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 379,803 $111M 2.92% +19,300 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 372,213 $109M 11.07% +5,983 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 356,092 $105M 0.28% -68,608 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 339,026 $99.6M +4,035 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 337,172 $99M 0.73% +15,687 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 345,286 $98.9M 0.16% -49,862 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 334,677 $98.7M 0.43% +2,708 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 335,840 $98.6M 0.2% -7,828 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 332,423 $97.6M 6.34% -353 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 317,173 $93.2M 0.2% -46,619 13F-HR Timeline Group Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 306,122 $89.9M 6.16% -7,660 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 297,426 $87.4M 0.98% -5,324 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 285,579 $83.9M 1.75% +8,450 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 283,001 $83.1M 0.38% -7,918 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 281,778 $82.8M 7.89% +7,228 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 275,752 $81M 0.22% +24,708 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 272,611 $80.1M 2.94% +4,348 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 255,042 $74.9M 3.35% -4,946 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 254,121 $74.6M 0.69% +57,086 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 253,769 $74.5M 1.58% +3,601 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 244,058 $71.7M 0.06% -9,266 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 239,167 $70.3M 3.03% +1,959 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 238,877 $70.2M 0.14% -5,244 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 238,178 $70M 8.3% -1,436 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 233,743 $68.7M 0.89% +8,226 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 230,412 $67.7M 11.42% +7,122 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 225,983 $66.4M 2.29% -113 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 223,870 $65.8M 4.55% +4,787 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 223,497 $65.6M 0.1% +7,274 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 223,014 $65.4M 0.42% +27,723 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 222,280 $65.3M 0.32% -3,677 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 218,249 $64.1M 2.84% -10,661 13F-HR Timeline CX Institutional More: the full row for CX Institutional 216,458 $63.6M 1.93% +18,041 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 202,289 $59.4M 2.09% -52,130 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 200,467 $58.9M 0.22% +3,237 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 194,580 $57.4M 0.79% +2,914 13F-HR Timeline Group Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 194,973 $57.3M 15.19% +35,541 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 193,801 $56.9M 0.09% -17 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 190,774 $56.2M 2.37% +5,934 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 187,136 $54.9M +9,873 Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 184,972 $54.3M 1.43% +11,978 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 183,088 $53.8M 1.18% +78,223 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 181,159 $53.2M 0.3% +10,355 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 180,332 $53M 10.23% +6,209 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 178,372 $52.4M 0.3% +16,781 13F-HR/A Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 174,307 $51.2M 10.81% -27,497 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 171,908 $50.5M 0.27% +17,541 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 168,468 $49.5M 10.88% +1,409 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 161,833 $47.5M 2.05% -1,388 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 161,028 $47.3M 0.42% -25,992 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 157,726 $46.5M 4.87% +5,229 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 155,398 $45.6M 3.82% -1,599 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 154,626 $45.4M 15.2% +3,112 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 153,972 $45.2M 6.66% -5,187 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 156,184 $45.1M 0.65% +2,110 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 150,511 $44.2M 1.08% +7,713 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 148,743 $43.7M 4.67% +6,511 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 143,760 $42.4M 2.67% -6,145 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 139,130 $41M 0.17% +11,125 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 138,990 $40.8M 3.81% +2,422 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 138,848 $40.8M 7.67% +10,952 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 138,121 $40.6M +1,510 Timeline Wealthquest Corp More: the full row for Wealthquest Corp 137,759 $40.5M 3.23% +1,447 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 136,681 $40.1M 9.77% +2,636 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 135,544 $39.8M 1.11% +18,395 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 134,751 $39.6M 26.02% +3,507 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 134,525 $39.5M 5.27% +13,073 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 133,726 $39.3M 0.07% +75,918 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 133,710 $39.3M 8.05% -1,220 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 133,452 $39.2M 0.19% +90 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 133,408 $39.2M 3.32% -309 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 132,597 $38.9M <0.01% +5,615 13F-HR Timeline Group Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 128,681 $37.8M 5.79% +2,000 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 128,624 $37.8M 6.92% -12,026 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 127,734 $37.5M 0.48% +5,274 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 129,774 $37.5M 0.83% +52,400 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 127,072 $37.5M 0.97% +34,915 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 126,788 $37.2M 2.96% +523 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 125,204 $36.8M 0.1% +521 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 124,176 $36.5M 2.48% +20,871 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 125,054 $36.2M 14.53% -3,219 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 122,791 $36.1M 0.47% +22,938 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 121,960 $35.8M 0.16% -355 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 118,232 $34.7M 0.24% +13,408 13F-HR Timeline American Trust More: the full row for American Trust 117,735 $34.6M 2.92% -1,520 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 117,328 $34.5M 7.23% +160 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 116,915 $34.5M 1.57% -8,496 13F-HR Timeline Pandi, LLC More: the full row for Pandi, LLC 115,868 $34M 4.52% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 114,837 $33.7M 0.21% +8,201 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 113,576 $33.4M 2.57% +1,027 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 113,173 $33.4M 0.09% -3,581 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 109,472 $32.2M 0.29% +4,020 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 109,423 $32.1M 7.03% +1,146 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 108,967 $32M 2.38% +4,372 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 108,218 $31.8M 2.03% +1,892 13F-HR/A Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 106,834 $31.4M 4.79% +179 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 104,806 $30.8M 6.18% +230 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 102,238 $30M 1.98% -959 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 102,072 $30M +4,943 Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 100,714 $29.6M 1.63% -9,552 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 100,165 $29.4M 1.75% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 99,968 $29.4M 3% -3,280 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 99,090 $29.3M 0.33% +140 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 99,344 $29.2M -1,000 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 98,750 $29M 0.04% +4,639 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 98,404 $28.9M 2.13% -225 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 98,182 $28.8M 4.63% +15,612 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 97,741 $28.7M 10.91% +142 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 96,776 $28.4M 15.31% +3,970 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 95,266 $28M 2.51% -1,480 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 95,244 $28M 0.67% +9,446 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 94,714 $27.8M 4.62% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 93,639 $27.5M 4.36% +4,775 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 93,381 $27.4M 1.1% +511 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 93,264 $27.4M 0.42% +7,245 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 92,588 $27.2M 0.17% +23,318 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 92,087 $27M 6.9% +531 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 90,768 $26.7M 1.76% +348 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 90,280 $26.5M 0.42% +367 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 89,286 $26.2M 1.29% +88,461 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 89,095 $26.2M 0.69% +4,900 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 89,018 $26.1M 0.41% +131 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 88,468 $26M 3.56% +8,579 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 87,934 $26M 0.55% +475 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 87,745 $25.8M 8.89% -52,872 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 87,637 $25.7M 0.26% -229 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 87,548 $25.7M 1.04% +10,328 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 87,077 $25.6M 0.53% -1,233 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 86,943 $25.5M 5.93% +1,134 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 86,044 $25.3M 0.34% -29,889 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 85,148 $25M 3.22% -3,677 13F-HR Timeline FIDELIS iM, LLC More: the full row for FIDELIS iM, LLC 105,229 $24.9M 15.46% +34,531 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 83,739 $24.6M 0.37% +3,286 13F-HR Timeline Group Cadence Bank More: the full row for Cadence Bank 83,089 $24.4M 1.48% +3,562 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 82,551 $24.2M 4.54% -48 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 82,142 $24.1M 0.43% -989 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 81,879 $24.1M 2.48% +4,714 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 81,182 $23.8M 1.95% -4,774 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 81,036 $23.8M 0.07% -7,929 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 80,709 $23.7M 1.97% +370 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 80,504 $23.6M 0.86% -2,489 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 79,399 $23.3M 5.71% +1,676 13F-HR Timeline