UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 38,927,099 $4.14B +1,020,092 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 27,064,856 $2.88B 0.65% +913,097 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/ 23,651,197 $2.51B 0.16% +662,005 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 6,805,566 $724M +270,113 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,685,502 $604M 0.03% -60,122 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,039,300 $323M 2.21% +677,000 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,768,104 $294M 0.17% -221,175 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,764,707 $294M 9.63% -205,054 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,404,108 $256M +153,778 Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,362,467 $251M 2.99% +541,267 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,822,306 $194M 0.03% +253,261 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,783,310 $190M 0.37% +65,177 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,767,396 $188M 0.05% +219,226 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,694,201 $180M 0.02% -674,812 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,580,126 $168M 0.21% +87,649 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,534,903 $163M 0.2% +164,701 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,244,115 $132M 0.39% +50,413 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,235,609 $131M 0.03% +59,551 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,099,549 $117M 0.05% +54,693 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,067,984 $114M 0.01% +409,727 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,034,624 $110M 0.13% +71,106 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 976,287 $104M 5.27% -110,627 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 946,765 $101M 0.6% +9,590 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 865,244 $92M 8.24% -50,719 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 749,559 $79.7M 13.57% -417 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 703,924 $74.8M 0.01% -4,213 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. 698,711 $74.3M 0.04% -25,804 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 692,800 $73.7M 11.54% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 656,471 $69.8M 0.03% +90,187 13F-HR Timeline Group Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 614,885 $65.4M 20.33% -883 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 556,587 $59.2M 0.39% +23,249 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 523,049 $55.6M 0.05% +17,193 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 521,732 $55.5M 0.27% +66,045 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 512,517 $54.5M 0.08% -37,853 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 509,576 $54.2M 0.78% -2,433 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 478,211 $50.8M -4,987 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 409,360 $43.5M 0.2% +132,111 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 396,710 $42.2M 4.94% +9,527 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 380,971 $40.5M 0.08% +27,551 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 370,066 $39.3M 2.95% -5,836 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 361,452 $38.4M 0.19% -12,733 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 359,604 $38.2M 0.58% 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 341,766 $36.3M 6.21% +5,744 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 339,628 $36.1M 0.03% +27,388 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 331,956 $35.3M 6.32% -1,826 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 328,544 $34.9M 0.05% -11,418 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 318,543 $33.9M 0.03% -8,470 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 310,096 $33M 0.1% +135,509 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 309,246 $32.9M 0.05% +1,779 13F-HR Timeline Group Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 308,428 $32.8M 10.49% +2,652 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 283,702 $30.2M 0.59% -79 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 280,477 $29.8M 0.28% +240,297 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 277,628 $29.5M 0.11% -1,455 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 276,596 $29.4M 0.05% +48,610 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 268,207 $28.5M 0.04% +107,929 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 266,193 $28.3M 1.49% -6,056 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 252,918 $27M 4.2% +131,985 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 252,250 $26.8M 0.12% -23,221 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 248,042 $26.4M 0.25% -4,012 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 237,335 $25.2M 2.71% +1,905 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 217,227 $23.1M 1.96% -1,150 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 209,590 $22.3M 0.77% -5,680 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 208,518 $22.2M 0.65% +144,690 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 190,433 $20.3M 0.57% +42,608 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 183,726 $19.5M 3.55% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 181,373 $19.3M 5.52% +7,398 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 180,082 $19.1M 0.68% -87 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 169,904 $18.1M 0.02% new 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 168,328 $17.9M 0.09% +4,567 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 160,083 $17M 0.02% +29,623 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 155,491 $16.5M 0.58% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 147,214 $15.7M 0.06% +128,275 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 143,529 $15.3M 0.02% -90,964 13F-HR Timeline Group Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 142,453 $15.1M 1.24% +14,886 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 140,863 $15M 1.16% +1,159 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 140,646 $15M -29,609 Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 138,027 $14.7M 0.98% +7,765 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 137,590 $14.6M 1.6% +7,251 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 145,460 $14.5M 0.04% +72,587 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 133,036 $14.1M 3.13% +1,406 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 130,521 $13.9M 0.48% +1,888 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 146,865 $13.8M <0.01% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 125,115 $13.3M <0.01% -328,698 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 125,097 $13.3M 0.21% -1,783 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 118,043 $12.8M 0.02% +2,111 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 120,258 $12.8M 0.05% +1,396 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 115,623 $12.3M 2.51% +2,461 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 105,850 $11.3M 0.08% -59,012 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 104,939 $11.2M 0.23% +505 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 101,819 $10.8M 0.01% -23,326 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100,098 $10.6M 0.03% +7,782 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 99,940 $10.6M 0.2% +5,082 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 111,534 $10.5M 0.29% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 97,100 $10.3M 0.36% 0 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 96,000 $10.2M 0.28% 0 13F-HR Timeline Boulder Wealth Advisors, LLC More: the full row for Boulder Wealth Advisors, LLC 91,302 $9.71M 3.54% +48,714 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 85,387 $9.08M 0.11% +10,168 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 84,515 $8.98M 3.24% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 83,664 $8.89M 0.86% +7,611 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 83,112 $8.84M <0.01% -65 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 79,757 $8.48M 0.09% +1,519 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 79,466 $8.45M 0.12% +7,857 13F-HR Timeline Group SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 79,117 $8.41M 5.93% -144 13F-HR Timeline Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 77,810 $8.27M 0.91% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 74,495 $7.93M 0.87% +3,566 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 73,681 $7.83M 0.15% +3,829 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 72,474 $7.7M 0.19% +174 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 71,603 $7.61M 0.02% +18,372 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 70,594 $7.5M 0.01% -8,368 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 67,659 $7.19M 0.47% +2,282 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 72,110 $7.15M 1.41% +10,605 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 66,948 $7.12M 1.23% +16,211 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 66,696 $7.09M 0.15% +12,345 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 66,625 $7.08M <0.01% -11,522 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 65,985 $7.01M 1.36% +1,154 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 62,907 $6.69M 3.24% -85 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 62,456 $6.64M 0.03% -3,357 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 60,846 $6.47M 0.03% +2,782 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 60,461 $6.43M 0.18% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 60,448 $6.43M 0.37% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 59,326 $6.31M -5,168 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 58,324 $6.2M 0.02% +2,836 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 58,227 $6.19M 0.55% -382 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 57,206 $6.08M 0.01% -12,723 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 56,355 $5.99M 0.16% -16,377 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 54,086 $5.75M <0.01% +1,964 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 53,192 $5.66M 0.23% +20,583 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 52,018 $5.53M 1.89% -7,739 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 50,959 $5.42M 3.73% +1,331 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 50,361 $5.35M 0.01% +2,175 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 49,124 $5.22M 0.04% +9,593 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 48,423 $5.15M 0.43% -33 13F-HR/A Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 47,987 $5.1M 1.15% -2,775 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 47,826 $5.08M 1.51% +665 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 47,665 $5.07M 0.37% +3,424 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 47,256 $5.03M 0.16% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 46,604 $4.95M 0.69% -4,452 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 46,434 $4.94M 0.04% +35,096 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 45,656 $4.85M 0.02% +261 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 45,389 $4.83M 0.24% -11,665 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 45,234 $4.81M 0.48% 0 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 44,936 $4.78M 3.94% +326 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 44,814 $4.76M 0.07% -2,896 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 44,595 $4.74M 0.16% 0 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 44,327 $4.71M 0.07% new 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 43,874 $4.66M 0.02% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 43,559 $4.63M 0.03% -3,675 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 42,724 $4.54M 0.02% -334,363 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 42,363 $4.5M 0.08% -3,558 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 41,904 $4.45M 0.08% +1,723 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 41,433 $4.4M 0.49% +463 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 40,555 $4.31M 0.02% +363 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 40,166 $4.27M <0.01% +1,001 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 39,578 $4.21M 0.83% -842 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 38,239 $4.07M 0.25% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 37,527 $3.99M 0.09% -773 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 36,940 $3.93M 0.1% -732 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 36,407 $3.87M 1.2% -4,699 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 33,800 $3.83M 3.14% +2,659 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 35,717 $3.8M 0.02% +14,245 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 35,689 $3.79M 0.18% +196 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 35,565 $3.78M 0.03% +17,546 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 35,535 $3.78M 0.04% -768 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 35,420 $3.77M 0.01% +421 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 35,223 $3.74M 2.23% -910 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 35,141 $3.74M 0.03% +5,713 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 34,846 $3.7M 0.11% +7 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,826 $3.7M <0.01% +10,896 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 34,800 $3.7M 0.01% -49,800 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 32,624 $3.47M 0.03% +819 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 31,519 $3.35M <0.01% +4,172 13F-HR/A Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 31,094 $3.31M 0.02% +25 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 30,744 $3.27M 0.15% +3,371 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 29,784 $3.17M 0.18% -925 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 29,639 $3.16M 1.61% -17 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 32,298 $3.11M 0.05% -1,254 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 28,889 $3.07M 0.04% +906 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 28,418 $3.02M 0.1% +2,228 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 28,407 $3.02M <0.01% +5,094 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 28,101 $2.99M 1.43% +309 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 27,937 $2.97M 0.05% -1,584 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 26,468 $2.81M 0.22% +1,135 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 25,504 $2.71M 0.04% +9,761 13F-HR/A Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 25,088 $2.67M 1.05% -1,833 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,822 $2.64M 0.01% +12,088 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,605 $2.62M 0.05% -608 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 24,465 $2.6M 0.18% +7,396 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 24,457 $2.6M 0.13% +18,871 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 24,274 $2.58M 0.26% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,465 $2.54M 0.07% -1,790 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 23,766 $2.53M 1.6% -211 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 23,534 $2.5M 0.17% +11,225 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 23,231 $2.47M 1.14% -2,723 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23,100 $2.46M 0.48% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 22,784 $2.42M 0.01% -110,487 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 22,606 $2.4M 1.26% -1,237 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 22,586 $2.4M 1.17% -728 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 21,858 $2.32M 0.14% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 21,752 $2.31M 1.02% -145 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 21,451 $2.28M 0.2% -123 13F-HR Timeline