BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 23,515,240 $1.91B 0.18% +3,443,350 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,483,446 $446M 0.03% +970,164 13F-HR/A Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,973,639 $323M 0.98% +87,421 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,685,445 $218M 0.05% -11,720 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,369,344 $193M 8.29% +366,318 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,263,007 $184M +28,894 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,741,619 $142M 0.39% -9,344 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,526,119 $124M 0.05% +92,108 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,331,241 $108M 0.16% +64,052 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,262,765 $103M 0.03% +1,226,301 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,220,781 $99.2M 0.02% +226,960 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,211,300 $98.4M 0.04% 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,014,580 $82.4M 0.13% +11,990 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 993,210 $80.7M 0.02% +9,883 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 989,435 $80.4M 0.36% +80,540 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 978,231 $79.5M 0.08% -162,264 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 871,997 $70.8M 8.29% +275 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 768,375 $62.4M 0.59% -226 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. 766,724 $62.3M 0.04% -15,939 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 756,917 $61.5M 7.14% +15,480 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 714,032 $58M 13% +15,555 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 700,666 $56.9M 0.01% +32,524 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 692,800 $56.3M 8.71% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 671,165 $54.5M 0.19% +71,410 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 591,430 $48.1M 1.54% -47,699 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 569,185 $46.2M 23.23% +8,994 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 523,051 $42.5M 0.01% +52,640 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 459,091 $39.2M 0.08% +10,082 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 477,351 $38.8M <0.01% +45,329 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 455,837 $37M 0.36% +15,604 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 442,451 $35.9M 0.05% +24,854 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 415,961 $33.8M 0.14% -2,628 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 389,762 $31.7M 0.08% +5,304 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 384,655 $31.3M 2.75% +1,390 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 352,165 $28.6M 2.97% +280,100 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 342,716 $27.8M 3.69% +27,217 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 319,604 $25.8M 6.17% +12,785 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 315,155 $25.6M 0.35% +535 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 310,615 $25.2M 0.07% -19 13F-HR/A Timeline Group Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 286,451 $23.3M 5.7% +10,720 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 282,225 $22.9M 8.94% -1,737 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 280,460 $22.8M 0.13% +274,613 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 279,557 $22.7M 0.05% +5,617 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 270,091 $21.9M 1.76% +119,089 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 266,484 $21.7M 4.26% -13,820 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 256,361 $20.8M 0.6% -2,890 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 256,165 $20.8M 0.04% +2,535 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 254,358 $20.7M 0.13% new 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 241,738 $19.6M 0.04% +53,627 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 232,438 $18.9M 0.05% +29,111 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 227,261 $18.5M 2.29% -821 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 224,459 $18.2M 0.28% -54,809 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 220,221 $17.9M 0.03% +16,189 13F-HR/A Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 218,994 $17.8M 0.06% +30,794 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 215,974 $17.5M 0.11% +21,989 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 211,070 $17.1M +205,129 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 197,774 $16.1M 0.18% -2,493 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 192,919 $15.7M 0.1% +55,120 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 175,183 $14.6M 3.58% +3,304 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 172,025 $14M 0.14% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 160,664 $13.6M 0.07% -7,286 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 159,416 $13M 0.52% -6,110 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 152,648 $12.4M 0.4% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 143,316 $11.6M 3.81% -15,973 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 139,620 $11.3M +6,823 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 138,209 $11.2M 0.02% +259 13F-HR Timeline Group HILLMAN CO More: the full row for HILLMAN CO 131,536 $10.7M 4.52% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 126,518 $10.3M 2.63% +17,746 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 119,084 $9.68M 2.08% +1,517 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 118,064 $9.59M 4.83% +2,301 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 117,774 $9.57M 4.98% +9,262 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 117,376 $9.54M 0.54% +4,689 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 115,959 $9.42M +28,309 Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 112,627 $9.13M 0.61% +24,765 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 109,803 $8.92M 0.03% +69,847 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 107,181 $8.71M 0.08% new 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 106,347 $8.64M 3.34% -1,045 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 105,618 $8.58M 0.17% new 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 102,000 $8.29M 3.37% -1,932 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 101,742 $8.27M 0.29% +1,548 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 99,343 $8.07M 0.05% +1,628 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 96,801 $7.87M <0.01% +2,348 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 92,827 $7.54M 0.07% 0 13F-HR Timeline MESIROW FINANCIAL INVESTMENT MANAGEMENT… More: the full row for MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 86,807 $7.05M 7.17% -4,728 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 82,732 $6.72M 0.06% +77,194 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 78,399 $6.37M 0.01% +48,367 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 77,365 $6.29M 0.04% +498 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 74,067 $6.02M 0.01% 0 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 69,309 $5.63M 0.04% -441 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 68,787 $5.59M 0.04% -621 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 66,787 $5.43M 0.27% -1,055 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 66,551 $5.41M 0.01% +56,899 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 66,528 $5.41M 0.52% +25,293 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 65,531 $5.32M 0.15% +10,997 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 64,397 $5.23M 1.95% +23,100 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 61,878 $5.16M 0.15% +7,218 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 63,048 $5.12M -71 Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 61,600 $5M 1.32% +266 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 59,476 $4.83M <0.01% +814 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 57,114 $4.64M 0.34% +1,136 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 54,652 $4.62M 0.46% +21,218 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,985 $4.62M 0.03% +17 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 52,652 $4.28M 3.24% +336 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 51,970 $4.22M 0.14% -116 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 51,536 $4.19M 0.33% +3,553 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 50,846 $4.13M 0.5% -4,611 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 50,830 $4.13M 0.01% +2,681 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 50,748 $4.12M 0.12% -1,335 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 49,890 $4.05M 0.38% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 49,805 $4.05M 0.15% -307 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 47,855 $3.89M 4.36% 13F-HR/A Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 47,127 $3.83M 3.89% +1,189 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 46,987 $3.82M 0.24% -296 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 45,627 $3.71M <0.01% +4,660 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44,808 $3.64M 1.2% 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 42,980 $3.49M 2% +9,982 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 41,507 $3.37M 2.7% 13F-HR/A Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 40,445 $3.29M 0.08% +17,833 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 40,191 $3.27M 0.12% -937 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40,105 $3.25M 0.33% +2,518 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 38,134 $3.1M 0.02% +12,669 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 37,431 $3.04M 0.08% -16,777 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 37,098 $3.01M 0.08% +1,213 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 36,400 $2.96M <0.01% -100 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 34,777 $2.83M 0.03% +620 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 34,500 $2.8M 0.47% -26 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 32,512 $2.64M 0.06% +25,270 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 32,260 $2.62M 0.15% -244 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 32,004 $2.6M 0.01% -2,679 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 31,955 $2.6M 3.17% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 31,867 $2.59M 0.07% +6,361 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 31,722 $2.58M 0.53% +6,262 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 31,110 $2.53M <0.01% +1,184 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 30,922 $2.51M <0.01% -1,871 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 30,815 $2.5M 0.03% +538 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 30,318 $2.46M 1.05% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 29,836 $2.42M <0.01% +29,195 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,665 $2.41M 0.02% +52 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 28,312 $2.3M 1.35% -220 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,499 $2.3M 0.12% -581 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 27,604 $2.24M 0.04% -227 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 27,031 $2.2M 1.79% +8,893 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 26,245 $2.13M 1.03% -600 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 25,986 $2.11M 0.18% -96 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 25,517 $2.07M 0.15% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,502 $2.07M 0.06% +1,014 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 24,675 $2M 0.65% -425 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 24,409 $1.98M 1.18% +1,065 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 24,274 $1.97M 0.34% 0 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 23,848 $1.94M 1.38% 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 23,920 $1.93M 0.37% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,217 $1.89M 0.02% -794 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 23,128 $1.88M <0.01% +922 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 23,239 $1.87M 0.03% +9,094 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 22,812 $1.85M 0.05% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 21,858 $1.78M 0.11% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 21,354 $1.74M 0.23% +877 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 20,705 $1.68M 0.01% +8,684 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20,568 $1.67M 1.36% -236 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 20,021 $1.63M 0.37% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 19,572 $1.59M 0.51% -2,551 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 19,445 $1.58M 1.13% +125 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 19,430 $1.58M 0.09% +1,054 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,178 $1.56M <0.01% +15,937 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,964 $1.54M 0.02% -48 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,932 $1.47M 0.05% +418 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 17,422 $1.42M 0.41% -241 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 17,077 $1.39M 0.15% +89 13F-HR Timeline DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 16,964 $1.38M 0.84% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 16,957 $1.38M 0.59% 0 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 16,605 $1.35M 0.19% +35 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 16,202 $1.33M 0.02% +321 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,311 $1.33M <0.01% +2,624 13F-HR Timeline Group Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 16,246 $1.32M 0.67% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 16,051 $1.3M 0.64% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,832 $1.29M 0.02% +33 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 15,576 $1.27M 0.02% +8,630 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 15,510 $1.26M <0.01% +11,688 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,294 $1.24M 0.02% +7,985 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 14,806 $1.24M 0.03% -331 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,026 $1.22M 0.55% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 15,003 $1.22M 0.11% +1,534 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 14,897 $1.21M 0.06% -1,219 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,791 $1.2M 0.09% +7,222 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 14,703 $1.19M 0.05% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,521 $1.18M 0.04% +28 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 14,478 $1.18M 0.02% -18,650 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 14,445 $1.17M 0.07% +68 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 14,405 $1.17M 0.02% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 14,366 $1.17M 0.01% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 14,282 $1.16M 0.6% +2,185 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,026 $1.14M 0.02% +4,611 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 13,999 $1.14M 0.1% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,907 $1.13M 0.08% -478 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 13,527 $1.1M 0.08% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,429 $1.09M 0.01% 0 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 13,303 $1.08M 0.17% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,225 $1.07M 0.01% 0 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 12,838 $1.04M 0.04% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 12,664 $1.03M <0.01% +10,871 13F-HR Timeline