BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 28,476,088 $2.54B 0.19% +823,792 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,527,148 $941M 0.27% +336,639 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,876,073 $525M 0.03% +152,564 13F-HR/A Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 5,275,187 $471M 0.08% +4,894,074 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,545,391 $406M 0.99% +144,549 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,904,000 $260M 3.16% new 13F-HR/A Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,762,237 $247M 8.52% -17,899 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,750,558 $246M 0.05% +48,051 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,842,417 $165M -406,303 Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 1,677,784 $150M 0.18% +1,652,030 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,633,236 $146M 0.35% +37,416 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,475,445 $132M 0.18% +271,652 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,433,430 $128M 0.04% +33,425 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,380,862 $123M 0.16% -159,823 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,358,252 $121M 0.02% -35,366 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,226,202 $110M 0.42% -195,759 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,078,078 $96.4M 0.02% +261,135 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,044,828 $93.4M 0.06% -7,918 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 909,920 $81.3M 8.11% +35,161 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 862,843 $77.1M 0.57% +21,710 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 831,794 $74.1M 0.1% +375,298 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 818,694 $73.2M 0.01% +107,572 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 810,318 $72.4M 4.38% +78,886 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 767,504 $68.6M 0.04% -16,032 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 746,263 $66.7M 13.07% +28,633 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 692,800 $61.9M 10.09% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 605,696 $54.1M 0.01% +33,402 13F-HR Timeline Group Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 604,945 $54.1M 24.96% +16,766 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 588,931 $52.6M <0.01% +11,704 13F-HR/A Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 530,123 $47.4M 0.87% +10,886 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 473,484 $42.3M 0.05% +8,594 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 451,164 $40.3M 0.08% +21,716 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 398,831 $35.6M 0.22% -190,739 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 396,879 $35.5M 0.34% +162,793 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 386,643 $34.6M 0.07% +5,046 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 386,553 $34.5M 0.09% -352,142 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 383,809 $34.3M 2.81% +4,734 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 377,483 $33.7M 2.61% +6,319 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 358,049 $32M 0.12% -56,713 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 346,889 $31M +13,490 Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 345,535 $30.9M 4.25% +12,631 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 343,947 $30.7M 0.13% +7,137 13F-HR Timeline Group Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 335,966 $30M 5.89% +1,017 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 320,217 $28.6M 5.88% +11,759 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 308,952 $27.6M 9.53% +8,153 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 308,926 $27.6M 0.18% +7,446 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 306,037 $27.4M 0.61% +4,970 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 293,635 $26.2M 0.15% +42,671 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 286,087 $25.6M 0.03% +39,697 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 269,465 $24.1M 0.08% -2,619 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 252,651 $23M 1.33% +33,784 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 252,195 $22.5M 0.11% +49,488 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 251,314 $22.5M 0.33% -2,025 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 240,371 $21.6M 0.03% +3,221 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 240,140 $21.5M 0.03% +4,841 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 222,960 $19.9M 2.02% -1,578 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 216,319 $19.3M 2.73% +6,675 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 209,112 $18.7M 0.69% -16,683 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 207,376 $18.5M 0.75% -11,359 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 189,165 $16.9M 0.02% +973 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 179,315 $16M 0.14% -22,628 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 151,249 $13.5M 0.06% -1,722 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 148,681 $13.3M 5.3% +8,124 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 147,308 $13.2M +14,977 Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 146,204 $13.1M 1.15% +23,328 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 143,631 $12.8M -2,521 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 135,456 $12.1M 0.01% +13,875 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 119,192 $10.7M 0.03% -19,177 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 118,775 $10.6M 0.63% +1,465 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 115,804 $10.3M 0.52% +77 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 111,978 $10M 2.82% +3,837 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 $9.49M 0.08% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100,483 $8.98M 0.23% +1,374 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 100,261 $8.96M 2.41% +2,046 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 97,275 $8.69M <0.01% -858,025 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 93,005 $8.31M 0.06% +792 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 88,080 $7.87M 0.01% +5,542 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 87,540 $7.82M 0.02% +4,279 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 87,513 $7.82M 0.05% +77,995 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 87,500 $7.82M 0.29% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 87,420 $7.81M 0.53% +10,418 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 86,400 $7.72M 0.28% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 80,132 $7.21M 0.16% +3,042 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 80,113 $7.19M 1.6% +2,930 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 78,505 $7.02M 1.19% -31,614 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 78,361 $7M 0.03% -1,620 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 78,177 $6.99M 0.06% -884 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 78,030 $6.97M 0.01% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 77,633 $6.94M 0.14% -2,632 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 74,704 $6.68M 2.71% -23,908 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 74,300 $6.64M 5.77% +1,161 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 70,233 $6.28M 0.04% +4,269 13F-HR/A Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 68,581 $6.13M 0.92% -39,338 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 67,606 $6.04M 0.12% +37,040 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 66,781 $5.97M <0.01% -458 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 63,815 $5.7M 0.09% +20,962 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 63,844 $5.68M 0.69% +1,168 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 63,390 $5.67M 1.28% +1,274 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 62,547 $5.59M +2,032 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,457 $5.49M 0.03% +2,497 13F-HR/A Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 60,476 $5.4M 3.13% +1,401 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 59,603 $5.33M 0.08% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 57,836 $5.18M 0.01% +10,187 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 57,748 $5.16M 0.04% -20,623 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 57,368 $5.13M 0.55% +1,441 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 57,207 $5.11M 1.57% -2,767 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 57,054 $5.1M 0.29% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 55,808 $4.99M 0.35% +1,208 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 54,671 $4.89M 0.02% -28,989 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 54,358 $4.86M 0.38% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 54,263 $4.85M 0.82% +10,770 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 53,900 $4.82M 3.62% -8,057 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 52,690 $4.71M 0.1% +396 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 51,800 $4.63M 0.01% +22,100 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 51,734 $4.62M 0.15% -56 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 50,819 $4.54M 0.5% -27 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 50,750 $4.54M 0.01% +2,789 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 50,477 $4.51M 0.02% +5,822 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 47,436 $4.24M 0.19% +2,504 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 46,588 $4.16M 0.01% -2,788 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 46,261 $4.13M 0.12% -4,487 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 46,111 $4.12M <0.01% -2,141 13F-HR Timeline Group VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 46,084 $4.12M 3.84% -2,572 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 43,550 $3.89M 0.11% -1,497 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 43,452 $3.88M <0.01% +2,562 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 43,215 $3.86M 0.01% +22,115 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 42,921 $3.84M 0.4% +2,955 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 42,023 $3.76M 1.54% +312 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 40,907 $3.65M 0.23% -161 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 40,637 $3.63M 0.09% +5,302 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 40,566 $3.63M 0.94% -3,430 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 40,191 $3.59M 0.11% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 39,994 $3.57M 0.02% -69 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 39,662 $3.54M 0.03% +78 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 38,535 $3.44M 0.08% +7,773 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 38,463 $3.44M 0.2% +12,946 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 38,006 $3.4M 0.14% -394 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 37,220 $3.33M 2.18% -1,004 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 36,624 $3.27M 1.88% -4,158 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 36,013 $3.22M <0.01% +3,308 13F-HR Timeline Group Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 35,830 $3.2M 0.43% -627 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 35,560 $3.18M 0.04% +255 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 35,513 $3.17M 0.02% +11,345 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 35,505 $3.17M 0.01% +513 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 34,512 $3.08M 1.74% -2,641 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 32,512 $2.91M 0.06% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 32,068 $2.87M 0.05% +6 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 31,780 $2.84M 1.94% +1,279 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 30,807 $2.75M 0.06% -1,549 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,668 $2.74M 0.02% +20,623 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 30,565 $2.73M 0.01% -92,292 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 29,278 $2.62M 0.09% +1,772 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 27,630 $2.47M 0.04% -894 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 26,979 $2.41M 1.31% +492 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 26,694 $2.39M 0.07% -753 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 26,100 $2.34M 0.09% -2,136 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,834 $2.31M -10,315 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 29,801 $2.31M <0.01% +2,622 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 25,460 $2.28M 0.05% -281 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 25,057 $2.24M 0.01% +1,328 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 24,464 $2.19M 0.75% +7,946 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 24,274 $2.17M 0.29% 0 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 24,243 $2.17M 0.96% +988 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 24,097 $2.15M 0.05% -1,312 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 23,843 $2.13M 1.31% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23,100 $2.06M 0.56% new 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 22,952 $2.05M 0.93% -1,405 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 22,595 $2.02M 0.85% -641 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,531 $2.01M <0.01% +6,010 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,031 $1.97M 0.03% +14,911 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 21,858 $1.95M 0.13% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 21,574 $1.93M 0.2% -22 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 21,450 $1.91M 0.25% +514 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. 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