WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,968,673 $7.83B 1.53% +763,756 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,489,205 $6.24B 3.8% -1,519,725 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/ 18,130,035 $5.26B 0.38% +667,235 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,494,623 $2.47B 0.15% +264,421 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,415,358 $2.44B 1.75% +84,258 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,143,783 $2.07B 0.65% +407,014 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,181,162 $1.79B 1.13% +154,386 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,068,529 $1.76B +532,328 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,377,948 $1.56B -129,159 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,044,044 $1.46B 1.72% +433,401 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,408,504 $989M 0.22% +44,512 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 3,360,803 $975M 1.38% +278,892 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,282,244 $953M 0.26% +114,206 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,357,405 $684M 5.18% +140,516 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,304,639 $669M 0.37% -14,810 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 2,185,156 $634M 1.07% +335,091 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,137,682 $620M 0.04% +37,049 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,006,606 $582M 0.69% +170,455 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,633,750 $474M 0.08% +64,125 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,520,836 $441M 1.81% +48,688 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 1,494,635 $434M +28,240 Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,350,785 $392M 11.02% +21,740 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,279,135 $371M 0.41% +57,793 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,255,055 $364M 0.25% +1,221,018 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,176,433 $341M 7.92% +3,447 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,143,082 $332M 5.79% -67,068 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,117,113 $325M 0.47% +174,066 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,061,641 $308M 0.34% +42,068 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,043,549 $303M 0.4% -109,835 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 1,013,024 $294M 0.05% -11,262 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 1,005,805 $292M 3.64% +43,940 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 945,481 $274M 1.76% +44,880 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 941,814 $273M 0.11% +179,952 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 823,348 $239M 0.03% +11,444 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 740,392 $215M 0.31% +7,153 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 737,477 $214M 0.39% +133,999 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 730,424 $212M -201,479 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 711,503 $207M 0.19% +26,527 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 701,621 $204M 2.57% +4,498 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 630,013 $181M 6.86% +8,706 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 602,087 $175M 1.39% -605,773 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 594,107 $172M 0.66% -8,139 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 567,215 $165M 1.15% +7,588 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 554,178 $161M 1.13% +1,565 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 552,805 $160M 0.25% +7,521 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 552,458 $160M 4.78% +13,581 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 544,412 $158M 0.21% +199,126 13F-HR/A Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 541,319 $157M 0.2% +5,261 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 529,150 $154M 0.65% +194,473 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 523,424 $152M 0.01% +25,494 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 521,244 $151M 3.89% -2,899 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 480,133 $139M 0.19% -87,662 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 465,531 $135M 4.46% +36,032 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 456,918 $133M +1,653 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 451,908 $131M 0.2% -209,720 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 441,169 $128M 1.41% +18,491 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 432,631 $126M 2.18% +33,300 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 421,932 $122M 7.41% +13,062 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 407,474 $118M 0.27% +22,189 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 386,482 $115M 2.85% +6,679 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 384,043 $111M 0.27% +27,951 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 382,860 $111M 10.73% +10,647 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 379,615 $110M 2.62% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 379,615 $110M 2.26% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 348,110 $101M 1.83% +165,022 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 343,322 $99.6M 0.81% +288,800 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 342,408 $99.4M 0.98% +44,982 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 338,421 $98.2M 0.67% +1,249 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 333,134 $96.7M 0.2% +15,961 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 331,262 $96.1M 0.18% -4,578 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 319,438 $92.7M 5.85% -12,985 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 316,776 $91.9M -22,250 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 314,888 $91.4M 0.33% +31,887 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 313,237 $90.9M 0.73% +59,116 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 306,122 $88.8M 6.12% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 297,040 $86.2M 1.69% +11,461 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 287,558 $83.5M 7.76% +5,780 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 287,373 $83.4M 0.22% +11,621 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 279,656 $81.2M 3.12% +7,045 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 257,702 $77.2M 3.1% +18,535 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 263,042 $76.3M 1.36% +9,273 13F-HR/A Timeline Betterment LLC More: the full row for Betterment LLC 257,568 $74.8M 0.14% +18,691 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 253,708 $73.8M 0.39% +30,694 13F-HR Timeline CX Institutional More: the full row for CX Institutional 253,045 $73.4M 2.19% +36,587 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 252,205 $73.2M 3.24% -2,837 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 246,591 $71.6M +144,519 Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 244,785 $71M 11.13% +14,373 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 244,189 $70.9M 0.89% +10,446 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 242,562 $70.4M 7.94% +4,384 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 237,030 $68.8M 0.06% -7,028 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 228,092 $68.3M 0.09% +4,595 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 234,703 $68.1M 1.74% +49,731 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 228,741 $66.5M 0.12% +154,762 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 227,783 $66.1M 4.42% +3,913 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 222,980 $64.9M 2.12% -3,003 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 221,285 $64.2M 0.3% -995 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 214,058 $62.1M 15.76% +19,085 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 212,194 $61.6M 2.68% -6,055 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 208,304 $60.5M +21,168 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 200,433 $58.2M 0.78% +5,853 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 199,790 $58M 0.23% -677 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 193,644 $56.2M 0.3% +21,736 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 191,992 $55.7M 2.32% +1,218 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 188,352 $54.7M 0.3% +9,980 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 186,368 $54.1M 1.81% -15,921 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 179,194 $52M 1.51% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 176,265 $51.2M 9.96% -4,067 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 175,950 $51.1M 10.56% +1,643 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 175,079 $50.8M 0.28% -6,080 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 172,259 $50M 10.74% +3,791 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 171,973 $49.9M 1.18% +21,462 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 165,038 $47.9M 4.98% +16,295 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 156,527 $47.2M 15.22% +1,901 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 162,096 $47M 0.41% +1,068 13F-HR Timeline Group CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 161,555 $46.9M 4.88% +3,829 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 160,810 $46.7M 1.95% -1,023 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 157,113 $45.6M 3.68% +1,715 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 152,857 $44.4M 0.5% -3,327 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 151,108 $43.9M 6.32% -2,864 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 142,804 $42.8M 5.37% +8,279 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 145,859 $42.3M 2.59% +2,099 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 140,809 $41.3M 0.16% +1,679 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 142,113 $41.2M 7.68% +3,265 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 141,775 $41.1M 1.13% +6,231 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 141,538 $41.1M 0.19% 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 140,437 $40.8M 3.08% +2,678 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 140,195 $40.7M 3.75% +1,205 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 139,311 $40.4M 2.38% +15,135 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 138,968 $40.3M 0.5% +11,234 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 138,832 $40.3M 0.11% +25,659 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 138,455 $40.2M 25.67% +3,704 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 138,025 $40.1M 9.38% +1,344 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 135,733 $39.4M 7.91% +2,023 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 135,255 $39.3M 0.78% +5,481 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 135,191 $39.2M 0.5% +12,400 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 134,360 $39M <0.01% +1,763 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 131,929 $38.3M 0.29% 13F-HR/A Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 131,672 $38.2M 5.58% +3,048 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 131,616 $38.2M 3.16% -1,792 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 130,935 $38M 0.93% +3,863 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 128,784 $37.4M 0.1% +3,580 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 125,034 $37.3M 14.37% -20 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 128,441 $37.3M 5.5% -240 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 127,785 $37.1M 2.93% +997 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 127,536 $37M 0.21% +12,699 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 126,471 $36.7M -11,650 Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 119,593 $35.7M +20,249 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 122,514 $35.6M 0.15% +554 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 121,441 $35.2M 1.53% +4,526 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 119,370 $34.6M 6.57% +2,042 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 119,127 $34.6M 4.9% +12,293 13F-HR Timeline American Trust More: the full row for American Trust 119,080 $34.6M 2.91% +1,345 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 116,688 $33.9M 2.29% +41,360 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 116,365 $33.8M 2.53% +2,789 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 115,712 $33.6M 0.22% -2,520 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 113,424 $32.9M 0.48% +20,160 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 109,070 $32.8M 4.69% +10,888 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 112,404 $32.6M 2.82% +107,890 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 111,957 $32.5M 1.46% +22,671 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 111,208 $32.3M 0.05% +12,458 13F-HR Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 110,408 $32M 6.92% +985 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 106,789 $32M 0.35% +7,699 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 108,537 $31.5M 1.92% +319 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 108,331 $31.4M 2.3% -636 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 107,776 $31.3M 0.19% +15,188 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 107,765 $31.3M 6.17% +2,959 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 104,275 $30.3M <0.01% +67,486 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 103,515 $30M 13.53% +29,041 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 101,126 $29.3M 1.89% -1,112 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 100,246 $29.1M 1.44% +81 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 99,462 $28.9M 2.05% +1,058 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 98,634 $28.6M 10.61% +893 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 97,737 $28.4M 0.3% +59,087 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 97,091 $28.2M 0.6% +30,028 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 95,506 $27.7M 2.76% -4,462 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 95,269 $27.6M 0.37% +56,339 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 95,057 $27.6M 14.91% -1,719 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 94,747 $27.5M 4.14% +1,108 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 94,535 $27.4M 1.72% +3,767 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 93,639 $27.2M 1.06% +258 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 93,401 $27.1M 2.43% -1,865 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 92,087 $27M 6.9% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 92,477 $26.8M 4.32% -2,237 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 92,354 $26.8M 1% +4,806 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 91,888 $26.7M 0.26% +4,251 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 90,698 $26.3M 0.39% +418 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 88,940 $25.8M 5.81% +1,997 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 88,689 $25.7M 0.55% +83,887 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 88,518 $25.7M 8.3% +773 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 88,378 $25.6M 0.4% -640 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 88,127 $25.6M 0.39% +4,388 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 87,637 $25.4M 2.36% +5,758 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 84,854 $24.6M 1.44% +1,765 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 84,817 $24.6M 0.07% +3,781 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 84,299 $24.5M 1.18% +49,243 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 81,624 $24.4M 0.43% -5,453 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 83,430 $24.2M 3.13% -1,718 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 83,368 $24.2M 1.28% +5,433 13F-HR Timeline Group William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 82,657 $24M 11.29% +16,263 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 82,321 $23.9M 2.28% +3,289 13F-HR Timeline