WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 27,774,784 $7.98B 1.59% +806,111 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 26,272,163 $7.43B 3.57% +4,782,958 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/ 18,131,075 $5.21B 0.38% +1,040 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 15,063,426 $4.33B +8,994,897 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,634,521 $2.48B 0.15% +139,898 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 8,310,889 $2.39B 1.62% -104,469 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,515,492 $2.16B 0.67% +371,709 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,309,032 $1.81B 1.12% +127,870 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,897,585 $1.69B +519,637 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,414,562 $1.56B 1.89% +370,518 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 3,577,437 $1.03B 0.27% +295,193 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,217,572 $925M 0.21% -190,932 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,946,833 $714M 5.37% +7,589,428 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,459,597 $704M 0.95% 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. 2,358,867 $677M 0.39% +54,228 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,133,931 $613M 0.72% +127,325 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,120,982 $596M 0.04% -16,700 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,682,612 $483M 0.09% +48,862 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,532,524 $440M 1.79% +11,688 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 1,463,976 $420M -30,659 Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 1,396,617 $401M 11.04% +45,832 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,384,756 $398M 0.42% +105,621 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 1,336,658 $385M +219,545 Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,185,900 $341M 7.86% +9,467 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 1,132,281 $325M 0.06% +119,257 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,086,203 $312M 0.33% +24,562 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,055,840 $303M 1.97% +110,359 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 1,027,699 $295M 3.68% +21,894 13F-HR Timeline Border to Coast Pensions Partnership Ltd More: the full row for Border to Coast Pensions Partnership Ltd 1,018,187 $293M 4.95% -124,895 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 4,033,067 $290M 0.4% +672,264 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,005,627 $289M 0.4% -37,922 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 901,190 $259M 0.03% +77,842 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 879,890 $253M 0.11% -61,924 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 798,721 $229M 0.41% +61,244 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 742,197 $213M 1.13% +188,019 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 732,859 $211M 0.31% -7,533 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 725,600 $208M 0.19% +14,097 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 709,749 $204M 1.86% +8,128 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 654,055 $188M +197,137 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 626,685 $180M 0.28% +73,880 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 618,508 $178M 1.39% +16,421 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 615,408 $177M 5.18% +62,950 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 597,960 $172M 0.68% +3,853 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 561,597 $161M 1.09% -5,618 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 557,550 $160M 0.01% +34,126 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 549,716 $158M 0.21% +8,397 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 514,389 $148M 4.02% -6,855 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 494,879 $140M 0.2% -49,533 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 475,299 $136M 4.53% +9,768 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 472,704 $136M 2.12% +40,073 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 463,622 $133M 0.18% -16,511 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 444,868 $128M -285,556 Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 441,989 $127M 1.44% +820 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 433,617 $125M 7.7% +11,685 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,616,123 $124M 2.77% +1,229,641 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 421,239 $121M 2.6% +41,624 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 421,239 $121M 2.25% +41,624 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 387,226 $111M 10.61% +4,366 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 384,681 $110M 0.27% -22,793 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 375,949 $109M 0.7% +37,528 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 358,773 $103M 0.77% +45,536 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 356,234 $102M 1.09% +13,826 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 356,121 $102M 1.94% +8,011 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 355,422 $102M 0.77% +12,100 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 345,678 $99.3M +99,087 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 335,502 $96.3M 0.27% -48,541 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 333,471 $95.8M 0.17% +2,209 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 331,136 $95.1M 0.14% -120,772 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 329,555 $94.6M 0.41% -199,595 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 327,441 $94M 0.24% +40,068 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 315,510 $90.6M 0.33% +622 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 314,554 $90.3M 1.78% +17,514 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 306,122 $87.9M 6.24% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 299,951 $86.1M 8.3% +12,393 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 299,831 $86.1M 5.53% -19,607 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 297,343 $85.4M 3.12% -332,670 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,021,155 $78.7M 3.02% +763,453 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 270,338 $77.6M 0.38% +16,630 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 269,885 $77.5M 0.16% -63,249 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 261,130 $75M 2.98% -18,526 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 258,040 $74.1M 0.14% +472 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 254,864 $73.1M 3.18% +2,659 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 253,783 $72.9M 11.52% +8,998 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 253,498 $72.8M 1.93% +18,795 13F-HR Timeline Group Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 249,449 $71.6M 16.21% +35,391 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 246,030 $70.7M 7.79% +3,468 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 245,379 $70.5M 0.9% +1,190 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 233,271 $67M 4.42% +5,488 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 227,222 $65.2M 0.12% -1,519 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 224,445 $64.5M 0.36% +30,801 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 219,438 $63M -97,338 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 215,385 $61.9M 0.05% -21,645 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 209,756 $60.2M 0.28% -11,529 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 207,492 $59.6M 0.83% +7,059 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 199,553 $57.3M 1.24% +27,580 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 209,607 $56.4M +1,303 Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 193,401 $55.5M 2.28% +1,409 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 192,964 $55.4M 2.32% -19,230 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 191,884 $55.1M 0.28% +16,805 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 191,846 $55.1M 0.3% +3,494 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 185,999 $53.4M 1.78% -36,981 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 178,603 $51.3M 10.34% +2,338 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 176,926 $50.8M 0.43% +14,830 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 176,404 $50.7M 1.55% -76,641 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 164,192 $50.6M 15.22% +7,665 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 174,767 $50.2M 10.68% +2,508 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 173,409 $49.8M 10.35% -2,541 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 167,789 $48.2M 5.03% +2,751 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 161,267 $46.3M 4.77% -288 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 159,510 $45.8M 0.18% +18,701 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 158,461 $45.5M <0.01% +54,186 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 158,306 $45.5M 1.88% -2,504 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 151,801 $45.3M 6.32% +693 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 156,490 $44.9M 3.77% -623 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 156,396 $44.9M 0.12% +17,564 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 152,325 $44M 0.42% +54,588 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 152,502 $43.8M 0.52% -355 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 149,324 $43.3M 0.1% -78,768 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 149,322 $42.9M 1.19% +7,547 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 148,780 $42.7M 3.73% +8,585 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 143,176 $42.7M 2.41% +3,865 13F-HR/A Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 147,086 $42.6M 5.28% +4,282 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 148,480 $42.6M 1.37% -37,888 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 148,085 $42.5M 0.53% +9,117 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 137,563 $42.2M 0.63% +2,308 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 144,092 $41.6M 1.53% +132,400 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 144,354 $41.5M 2.94% +3,917 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 143,631 $41.2M 2.49% -2,228 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 143,333 $41.2M 7.91% +1,220 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 140,974 $40.5M 9.36% +2,949 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 140,240 $40.3M 26.15% +1,785 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 138,420 $39.8M 0.2% -3,118 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 138,159 $39.7M 3.3% +6,543 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 137,341 $39.4M 0.11% +8,557 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 136,303 $39.1M 0.93% +5,368 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 134,105 $38.5M 0.22% +6,569 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 133,777 $38.4M 0.01% -583 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 132,375 $38M 8.25% -3,358 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 131,097 $37.6M 5.39% -575 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 130,890 $37.6M 3.32% +3,105 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 130,532 $37.5M 5.34% +11,405 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 129,447 $37.2M 5.56% +1,006 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 128,742 $37M 1.04% -50,452 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 127,839 $36.7M 0.47% +14,415 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 126,900 $36.4M 0.4% +31,631 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 121,677 $36.1M 14.25% -3,357 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 125,083 $35.9M 1.54% +3,642 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 124,320 $35.7M 0.27% -7,609 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 123,931 $35.6M 2.43% +7,243 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 118,112 $35.2M 2.58% +1,747 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 122,630 $35.2M 6.36% +3,260 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 121,876 $35M 0.16% -638 13F-HR Timeline Group American Trust More: the full row for American Trust 119,379 $34.3M 3.03% +299 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 116,327 $33.4M 4.93% +7,257 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 116,309 $33.4M 2% +7,772 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 114,341 $32.8M 1.46% +2,384 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 113,646 $32.6M 0.21% -2,066 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 112,404 $32.3M 2.95% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 112,124 $32.2M 7.12% +1,716 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 109,551 $31.5M 0.05% -1,657 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 107,478 $31.3M 0.35% +689 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 108,081 $31M 6.31% +316 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 107,724 $30.9M 0.19% -52 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 106,806 $30.7M +46,498 Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 106,033 $30.5M 4.33% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 105,782 $30.4M 0.63% +8,691 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 105,414 $30.3M 0.01% +54,965 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 104,609 $30M -21,862 Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 101,588 $29.2M 10.82% +2,954 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 100,838 $29M 2.08% +1,376 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 100,708 $28.9M 0.44% +12,581 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 98,810 $28.4M 12.72% -4,705 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 98,664 $28.3M 0.23% +22,395 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 98,652 $28.3M 1.39% -1,594 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 97,156 $27.9M 1.72% +2,621 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 96,343 $27.7M 0.27% +4,455 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 96,187 $27.6M 14.91% +1,130 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 95,957 $27.6M 4.22% +1,210 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 94,222 $27.1M 11.41% +26,665 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 93,967 $27M 0.93% +1,613 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 92,791 $26.6M 1.05% -848 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 91,482 $26.3M 5.81% +2,542 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 90,740 $26.1M 0.37% +42 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 90,146 $25.9M 6.57% -1,941 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 89,910 $25.8M 0.61% +5,611 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 89,427 $25.7M 1.86% -11,699 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 88,701 $25.5M 0.14% new 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 88,539 $25.4M 0.4% +161 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 88,471 $25.4M 0.44% +6,847 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 88,193 $25.3M 2.4% +5,872 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 87,750 $25.2M 4.05% -4,727 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 87,720 $25.2M 0.57% -969 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 85,391 $24.5M 0.06% +574 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 84,571 $24.3M 1.28% +1,203 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 84,386 $24.2M 0.39% +9,175 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 83,709 $24M 1.81% +4,360 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 82,968 $23.8M 3.18% -462 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 82,268 $23.6M 4.56% +7,365 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 80,403 $23.1M 0.11% +31,088 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 80,384 $23.1M 1.93% +260 13F-HR Timeline