BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 27,652,296 $2.36B 0.19% +3,543,885 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,190,509 $868M 0.29% +1,212,799 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,723,509 $488M 0.03% -78,219 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,400,842 $375M 0.98% +288,638 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,780,136 $242M 9.15% +205,463 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,702,507 $230M 0.05% -16,260 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,248,720 $192M -12,133 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,595,820 $136M 0.36% -10,481 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,540,685 $131M 0.17% +131,224 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,400,005 $119M 0.04% +290,743 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,393,618 $119M 0.03% +112,358 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,203,793 $103M 0.15% +183,346 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,421,961 $102M 0.4% +400,139 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,052,746 $89.7M 0.06% +118,188 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 955,300 $81.4M 0.02% -38,680 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 874,759 $74.5M 7.96% -3,797 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 841,133 $71.7M 0.59% +20,331 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 816,943 $69.7M 0.02% -587,352 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. 783,536 $66.8M 0.04% -4,578 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 738,695 $62.9M 0.18% -40 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 731,432 $62.3M 6.37% +10,997 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 717,630 $61.1M 12.97% -1,780 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 711,122 $60.6M 0.01% +127,427 13F-HR Timeline Group Adventist Health System/ West More: the full row for Adventist Health System/ West 692,800 $59M 8.77% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 589,570 $50.2M 0.34% +92,568 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 588,179 $50.1M 25.31% +3,706 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 577,227 $49.2M <0.01% +59,776 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 572,294 $48.8M 0.01% -146,106 13F-HR/A Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 519,237 $44.2M 0.97% +43,358 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 464,890 $39.6M 0.05% +12,836 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 456,496 $38.9M 0.07% -40,338 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 429,448 $36.6M 0.08% +36,268 13F-HR/A Timeline Group COMERICA BANK More: the full row for COMERICA BANK 414,762 $35.3M 0.14% -3,779 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 409,969 $34.9M 0.34% +90,554 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 381,597 $32.5M 0.07% +173,828 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 381,113 $32.5M 0.01% -209,411 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 379,075 $32.3M 2.8% +636 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 371,164 $31.6M 3.41% +18,117 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 336,810 $28.7M 0.15% +85,042 13F-HR Timeline Group Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 334,949 $28.5M 6.2% +6,899 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 333,399 $28.4M +20,073 Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 332,904 $28.4M 4.14% new 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 316,045 $26.9M 4.94% +2,950 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 308,458 $26.3M 5.79% +11,303 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 301,480 $25.7M 0.17% +106,731 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 301,067 $25.7M 0.64% 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 300,799 $25.6M 9.24% +16,280 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 272,084 $23.2M 0.08% +29,969 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 253,339 $21.6M 0.3% -4,354 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 250,964 $21.4M 0.13% +5,470 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 246,390 $21M 0.04% -36,321 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 237,150 $20.5M 0.03% -8,573 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 235,299 $20.1M 0.03% -10,728 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 234,086 $19.9M 0.25% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 225,795 $19.2M 0.75% +225,792 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 224,538 $19.1M 2.08% -46 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 218,867 $18.6M 1.27% +39,400 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 218,735 $18.6M 0.81% +68,831 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 209,644 $18M 2.93% +28,905 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 202,707 $17.3M 0.09% +27,945 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 201,943 $17.2M 0.18% +906 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 188,192 $16M 0.02% +22,666 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 175,014 $14.9M 0.01% +174,342 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 152,971 $13M 0.06% -1,996 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 146,152 $12.5M +2,412 Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 140,557 $12M 5.37% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 138,369 $11.8M 0.05% +30,451 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 132,331 $11.3M +5,240 Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 122,876 $10.5M 1.03% +18,269 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 122,857 $10.5M 0.02% -251,384 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 121,581 $10.3M 0.01% +71,255 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 117,310 $9.95M 0.63% -5,522 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 115,727 $9.86M 0.53% +70 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 110,119 $9.38M 1.78% -123,585 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 108,141 $9.21M 3.44% +5,308 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 107,919 $9.2M 1.81% +36,556 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 106,167 $9.05M 0.08% +74,418 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 99,109 $8.45M 0.21% -100,446 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 98,612 $8.4M 3.65% +67,571 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 98,215 $8.37M 2.48% -21,018 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 95,635 $8.15M 0.65% -15,500 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 92,213 $7.86M 0.06% -5,845 13F-HR/A Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 83,660 $7.13M 0.04% -3,147 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 83,261 $7.09M 0.04% +679 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 82,538 $7.03M 0.01% +2,686 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 80,265 $6.84M 0.15% +65,767 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79,981 $6.82M 0.04% +3,341 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 77,090 $6.74M 0.17% +8,225 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 79,061 $6.74M 0.07% -53,622 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 78,371 $6.68M 0.06% -7,321 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 78,030 $6.65M 0.01% +3,579 13F-HR Timeline Group Centric Wealth Management More: the full row for Centric Wealth Management 77,183 $6.62M 1.58% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 77,002 $6.56M 0.49% +14,257 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 73,139 $6.23M 5.85% 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 71,958 $6.13M 0.16% -289 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,239 $5.73M <0.01% -45,711 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 65,964 $5.62M 0.04% -2,188 13F-HR/A Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 62,676 $5.31M 0.7% +56,251 13F-HR/A Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 62,116 $5.29M 1.33% +3,565 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 61,957 $5.28M 4.33% +1,897 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 60,515 $5.16M -1,856 Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 59,974 $5.11M 1.72% -27,720 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 59,075 $5.03M 3.35% +6,616 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,960 $5.02M 0.03% +4,713 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 57,054 $4.86M 0.32% -60 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 55,927 $4.77M 0.58% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 54,600 $4.65M 0.34% +1,639 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 54,358 $4.64M 0.42% -71 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 52,294 $4.46M 0.1% -378 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 51,790 $4.41M 0.15% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 50,846 $4.33M 0.52% 0 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 50,748 $4.32M 0.13% 0 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 49,376 $4.21M 0.01% +4,256 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 48,811 $4.16M 0.13% -708 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 48,656 $4.15M 4.17% -896 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 48,252 $4.11M <0.01% +15,907 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 47,649 $4.1M 0.01% +28,596 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 47,961 $4.09M 0.01% +7,357 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 45,047 $3.84M 0.13% -7,056 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 44,932 $3.83M 0.19% +9,222 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 44,655 $3.81M 0.02% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 43,996 $3.75M 1.05% -751 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 43,493 $3.71M 0.73% -430 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 42,853 $3.65M 0.06% -1,111 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 41,711 $3.55M 1.57% -101 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 41,068 $3.49M 0.31% -638 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 40,890 $3.48M <0.01% -66,232 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 40,783 $3.48M <0.01% -864 13F-HR Timeline Group Envision Financial LLC More: the full row for Envision Financial LLC 40,782 $3.48M 2.32% -486 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 40,191 $3.42M 0.11% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 40,063 $3.41M 0.02% +296 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 39,966 $3.41M 0.4% +17,785 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 39,584 $3.37M 0.04% +23,722 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 38,400 $3.27M 0.15% +5,796 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 38,224 $3.26M 2.25% 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 37,153 $3.17M 2.22% +5,674 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 36,457 $3.11M 0.79% -145 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,149 $3.08M +31,112 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 35,335 $3.01M 0.08% +3,047 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 35,305 $3.01M 0.04% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 34,992 $2.98M 0.01% +2,657 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 32,705 $2.79M <0.01% +659 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 32,512 $2.77M 0.06% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 32,356 $2.76M 0.06% -501 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 32,062 $2.73M 0.05% +12,374 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 30,762 $2.62M 0.06% -6,812 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 30,566 $2.6M 0.06% -389 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 30,501 $2.6M 1.91% 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 29,700 $2.53M <0.01% +24,300 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 28,236 $2.43M 0.1% +108 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 28,524 $2.43M 0.04% +580 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 27,506 $2.34M 0.09% +11,478 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 27,447 $2.34M 0.07% +4,256 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 27,179 $2.32M <0.01% -3,430 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 26,719 $2.28M 0.01% +2,386 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 26,487 $2.26M 1.31% +1,750 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 25,754 $2.19M <0.01% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 25,741 $2.19M 0.05% -17 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 25,517 $2.17M 0.14% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 25,409 $2.17M 0.05% -1,690 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 24,357 $2.08M 1.08% -850 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 24,274 $2.07M 0.31% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,168 $2.06M 0.01% +20,312 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 23,843 $2.03M 1.35% -5 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,729 $2.02M 0.01% +516 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 23,255 $1.98M 0.94% +1,390 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 23,236 $1.98M 0.86% -1,061 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 21,858 $1.86M 0.12% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 21,596 $1.84M 0.21% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 20,936 $1.81M 0.28% +695 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,100 $1.8M <0.01% +8,304 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 20,192 $1.72M 1.3% -3,279 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 20,006 $1.7M 0.5% -86 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 19,450 $1.66M 1.15% +2 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,876 $1.61M <0.01% +12,854 13F-HR Timeline Clarion Wealth Managment Partners, LLC More: the full row for Clarion Wealth Managment Partners, LLC 18,763 $1.6M 1.75% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,418 $1.57M 0.01% -546 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 18,412 $1.57M 0.03% +4,706 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,268 $1.56M 0.01% +14,721 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 18,040 $1.54M 0.2% +1,404 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 17,866 $1.52M 0.04% -498 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 17,719 $1.51M 0.2% +4,416 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 17,225 $1.47M 0.39% -5,413 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 17,096 $1.46M 0.14% +8,548 13F-HR Timeline DHK Financial Advisors, Inc. 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