MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,610,461 $758M 0.05% +36,189 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,264,948 $701M 1.66% +161,894 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,133,464 $680M 1.45% -158,460 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,057,139 $503M 0.04% -23,065 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,736,032 $450M 0.09% -526,764 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,579,152 $424M 0.09% +120,852 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,412,159 $397M 0.3% -41,867 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,674,933 $275M 1.81% +159,488 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,674,337 $275M 0.72% -35,701 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. 1,463,683 $241M 0.16% -95,385 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,456,386 $240M 0.05% -1,009 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,201,404 $198M -313,954 Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 1,190,312 $196M 14.08% +98,460 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,063,962 $175M 0.06% +37,337 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,013,188 $167M 0.12% +46,042 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 984,816 $162M 0.04% +56,426 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 883,771 $145M 0.01% +11,521 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 873,129 $144M 1.71% +49,225 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 795,512 $131M 3.15% +54,333 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 710,338 $117M +336,093 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 676,811 $110M 0.2% +363,254 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 644,364 $106M 0.1% +39,467 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 624,697 $103M 0.04% +17,970 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 588,184 $96.7M 1.06% -23,892 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 587,936 $96.7M 0.14% +21,372 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 541,297 $89M 3.08% +3,361 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 528,419 $86.9M 9.73% +8,640 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 479,638 $78.9M 0.17% -52,304 13F-HR/A Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 462,974 $76.2M 0.1% +46,772 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 459,593 $75.6M 0.1% -45,740 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 451,331 $74.2M 0.06% +3,495 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 385,961 $63.5M <0.01% -9,966 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 373,247 $61.4M 0.09% -1,541 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 358,122 $58.9M 6.47% +18,163 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 323,043 $53.1M 0.07% +41,027 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 309,883 $51M 2.79% +14,510 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 290,447 $47.8M 0.08% +24,691 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 287,182 $47.2M 0.39% +16,261 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 287,130 $47.2M 6.25% -2,503 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 275,680 $45.3M 0.24% +9,398 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 260,257 $42.8M +57,605 Timeline Trust Co More: the full row for Trust Co 250,916 $41.3M 4.66% +5,483 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 248,134 $40.8M 0.07% +13,791 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 242,873 $40.7M 0.07% -2,568 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 243,771 $40.1M 0.12% -1,448 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 234,094 $38.5M 2.21% +10,857 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 227,073 $37.5M 0.85% +49,432 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 220,403 $36.2M 7.27% -16,574 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 201,591 $33.2M 0.03% +36,565 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 191,367 $31.5M 2.96% +5,209 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 190,501 $31.3M 2.72% +478 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 183,932 $30.2M 0.39% +4,352 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 182,825 $30.1M 0.16% +25,692 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 171,565 $28.2M 0.5% +20,462 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 170,565 $28.1M 7.48% +5,367 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 169,666 $27.9M 1% +3,741 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 168,612 $27.7M 3.5% +4,862 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 167,618 $27.6M 6.28% +26,910 13F-HR/A Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 182,387 $26.1M 0.73% +21,507 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 148,832 $24.5M 0.26% +12,112 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 144,648 $23.8M 0.46% +3,387 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 143,637 $23.6M 2.39% -3,477 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 140,887 $23.2M 9.07% +275 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 136,747 $22.5M 10.84% -2,553 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 135,986 $22.4M 4.58% +9,619 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 135,259 $22.2M 0.01% +5,795 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 135,003 $22.2M 0.06% +5,061 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 124,417 $20.5M 3.96% -351 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 123,581 $20.3M 0.07% +59,120 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 123,319 $20.3M +1,693 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 120,148 $19.8M 0.04% -1,421 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 119,241 $19.6M 0.04% +18,046 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 117,557 $19.3M 0.27% -576 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 116,111 $19.1M 0.06% -7,212 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 111,470 $18.3M 1.46% +86,625 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 110,713 $18.2M 0.14% +31,227 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 106,977 $17.6M 0.03% +3,082 13F-HR Timeline Group ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 105,243 $17.3M 2.6% +527 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 104,919 $17.3M 1.63% +43 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 104,907 $17.3M 3.97% -30,764 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 104,478 $17.2M 1.27% -2,292 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 104,261 $17.1M 0.03% +3,812 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 98,109 $16.1M 0.23% -783 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 95,316 $15.7M 2.73% -923 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 91,807 $15.1M 0.47% +4,235 13F-HR Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 90,963 $15M 5.16% -85,285 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 90,638 $14.9M 1.16% +18,853 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 90,344 $14.9M 0.93% -3,646 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 89,300 $14.7M 4.63% +2,713 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 88,475 $14.6M 0.89% -1,879 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 88,220 $14.5M 0.79% +15,724 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 87,980 $14.5M 1.41% +7,277 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 87,606 $14.4M 3.64% +2,381 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 83,409 $14.2M 0.41% +387 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 84,983 $14M 9.28% +7,108 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 84,223 $13.9M 0.17% -928 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 84,138 $13.8M 1.09% -389 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 82,935 $13.6M 0.48% -58 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 81,553 $13.4M 0.07% +5,126 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,108 $12.7M 0.03% -5,183 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 76,905 $12.6M 1.62% +25,242 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 72,165 $11.9M 0.17% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 70,358 $11.6M 0.08% +39,081 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 69,236 $11.4M 0.13% +62,734 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 68,535 $11.3M 0.18% +5,379 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 67,945 $11.2M 0.8% -57,557 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 67,639 $11.1M 1.7% +3,339 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 65,935 $10.8M 3.2% +1,889 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 65,646 $10.8M 1.92% +4,690 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 64,995 $10.7M 0.26% -70,222 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 64,881 $10.7M 0.07% -52,086 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 63,528 $10.4M 4.54% +31,176 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 62,833 $10.3M 3.98% -85 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 62,564 $10.3M 0.23% +4,900 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 62,082 $10.2M 3.34% -685 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 61,740 $10.2M 0.27% -3,746 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 61,413 $10.2M 0.46% +1,081 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 61,150 $10.1M 1.89% +8,004 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 60,953 $10M 0.09% -2,565 13F-HR Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 59,526 $9.94M 2.69% -437 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 60,337 $9.92M 0.3% +32 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 57,957 $9.53M 0.05% -1,586 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 57,534 $9.46M 0.07% +236 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 56,665 $9.32M 0.06% -1,808 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 55,587 $9.28M 3.33% +6,610 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 56,355 $9.27M 0.29% +10,015 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 55,960 $9.2M 7.12% 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 55,402 $9.11M 0.47% +1,598 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 55,116 $9.06M 0.23% -21 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 54,858 $9.02M 0.3% -88 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 54,677 $8.99M <0.01% -1,385 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 54,548 $8.97M 0.06% +880 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 53,785 $8.85M 0.74% -727 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 53,219 $8.75M 0.12% 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 53,007 $8.72M 0.47% -100 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 51,701 $8.5M 2.45% -1,420 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 50,968 $8.38M 0.03% +335 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 50,740 $8.34M 0.05% +1,886 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 50,079 $8.24M 2.58% +5,175 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 49,870 $8.2M 0.29% -1,921 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 49,769 $8.19M 9.73% -63,106 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 48,981 $8.05M 0.02% +25,628 13F-HR/A Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 47,264 $7.77M 0.22% -235 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 46,771 $7.69M 1.51% -26 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 46,462 $7.64M 2.12% +3,295 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 45,741 $7.52M 0.13% +1,881 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 45,610 $7.5M 1.34% +1,623 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 45,397 $7.47M 4.26% +1,464 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 45,383 $7.46M 0.01% +3,693 13F-HR/A Timeline Group CX Institutional More: the full row for CX Institutional 45,237 $7.44M 0.26% +4,943 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 44,412 $7.3M 0.19% +7,135 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 43,957 $7.23M 0.2% +10,704 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 43,481 $7.15M 0.03% -1,664 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 42,197 $7.05M 2.68% +1,401 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 42,524 $6.99M 0.26% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 42,270 $6.95M 1.48% +440 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 42,125 $6.93M 1.1% -41,729 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 41,802 $6.87M 1.13% -441 13F-HR/A Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 41,503 $6.83M 0.87% +2,303 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 40,892 $6.73M 0.5% +344 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 40,156 $6.6M 0.07% +7,675 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 39,113 $6.43M 0.79% -25,954 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 38,524 $6.34M 1.65% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 38,130 $6.27M 0.05% -453 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 38,009 $6.25M 2.41% +540 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 37,777 $6.21M 4.7% -3,534 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 37,494 $6.17M 0.86% +120 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 37,256 $6.13M 0.48% -67 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 36,264 $5.96M 1.56% +646 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 36,066 $5.93M 2.19% -3,632 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 35,982 $5.92M 1.98% +30 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 35,970 $5.92M 2.76% +460 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 35,560 $5.88M 0.26% +30,179 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 35,645 $5.86M 0.09% -2,119 13F-HR/A Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 35,634 $5.86M 0.03% +1,388 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 35,617 $5.86M 0.11% +10,842 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 35,447 $5.83M 4.17% +218 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35,246 $5.8M 0.15% +2,169 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 34,956 $5.75M 0.51% -1,160 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 34,833 $5.73M 0.05% -2,848 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 33,653 $5.56M 0.19% -1,463 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 33,426 $5.5M 4.11% +1,282 13F-HR Timeline FAS Wealth Partners, Inc. 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More: the full row for HFG Advisors, Inc. 32,129 $5.28M 4.19% -163 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 31,949 $5.25M 0.47% -435 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 31,906 $5.25M 0.1% +2,241 13F-HR Timeline Group Tenret Co LLC More: the full row for Tenret Co LLC 31,890 $5.24M 2.86% -1,290 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 31,407 $5.17M 2.12% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 31,373 $5.16M 3.25% +401 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 31,276 $5.14M 0.09% -1,103 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 31,083 $5.11M 0.5% -575 13F-HR Timeline Maltin Wealth Management, Inc. 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