BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,889,962 $427M 0.04% +349,016 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,898,706 $355M 4.1% +362,160 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4,000,019 $290M 7.69% +28,297 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,975,072 $288M -52,168 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 3,956,398 $287M 0.81% -150,427 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,836,809 $278M 0.1% +35,773 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,258,613 $164M 0.01% -24,716 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,023,870 $147M 0.24% -43,115 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,613,555 $117M 0.02% +27,003 13F-HR/A Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,469,123 $106M 0.11% +20,787 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,321,085 $95.7M 3.08% +28,378 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,118,993 $81.1M 3.89% -4,098 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,039,529 $75.3M 0.1% +53,073 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 900,003 $65.2M 0.66% -64,838 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 896,888 $65M 0.01% -1,861 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 887,898 $64.3M <0.01% +772,503 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 777,574 $56.3M 0.15% -17,553 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 748,398 $54.2M 2.79% +2,345 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 737,224 $53.4M 0.62% -7,546 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 657,455 $47.6M 2.38% +20,264 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 629,700 $45.6M 2.61% -20,653 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 624,936 $45.3M 0.01% -77,565 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 611,347 $44.3M 0.08% +475,295 13F-HR/A Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 585,378 $42.4M 3.21% +12,949 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 551,630 $40M 2.6% -1,244 13F-HR/A Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 496,092 $35.9M 0.01% -27,139 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 466,935 $33.8M 0.07% +344,781 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 420,227 $30.4M 0.01% +19,374 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 360,349 $26.1M 0.5% new 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 350,000 $25.4M 0.29% 0 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 339,211 $24.6M 0.8% +11,939 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 335,746 $24.3M 0.42% -10,745 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 306,612 $22.2M <0.01% -19,398 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 283,906 $20.6M 4.61% -48,046 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 254,789 $18.5M 0.02% +12,106 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 252,751 $18.3M 2.85% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 252,729 $18.3M 2.38% -4,236 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 224,925 $16.3M 0.29% +27,784 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 224,317 $16.3M 0.02% +14,216 13F-HR Timeline University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 221,527 $16.1M 10.24% 0 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 206,437 $15M 0.01% -1,483 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. 187,419 $13.6M 0.01% -9,228 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 185,914 $13.5M 9.4% +18,862 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 173,550 $12.6M 0.53% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 168,449 $12.2M 0.06% +5,359 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 163,456 $11.8M 0.01% +5,688 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 162,300 $11.8M 0.01% +20,900 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 147,565 $10.7M 0.14% -10,273 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 144,368 $10.5M 1.68% -7,769 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 139,980 $10.1M 5.8% -26,115 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 137,990 $10M <0.01% -27,643 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. 128,691 $9.33M 0.02% +42,336 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 125,471 $9.09M 2.25% +23,671 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 121,878 $8.83M +3,492 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 121,113 $8.78M 0.05% -2,696 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 115,408 $8.36M 0.06% +8,573 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 114,329 $8.28M 0.75% new 13F-HR/A Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 111,517 $8.08M 0.01% -687 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 108,854 $7.89M 0.99% -8,675 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 105,826 $7.67M 4.09% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 103,436 $7.49M 3.15% +3,575 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 102,348 $7.42M 0.04% +2,412 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 94,831 $6.87M 0.01% +920 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 94,000 $6.81M 0.03% -75,200 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 92,604 $6.71M 1.91% -1,620 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 91,555 $6.63M 5.1% +2,060 13F-HR Timeline Main Management ETF Advisors, LLC group of 2 filers holding More: the full row for Main Management ETF Advisors, LLC 91,341 $6.62M new Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 90,208 $6.54M 1.32% +1,164 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 89,423 $6.48M 0.08% -1,117 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 83,390 $6.04M 4.26% -659 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 82,201 $5.96M 0.01% -461 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 82,098 $5.95M 0.43% +471 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 78,368 $5.68M 0.94% -1,792 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 70,512 $5.11M 2.36% -8,198 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 68,331 $4.95M 0.09% -35 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65,472 $4.74M 0.14% +1,828 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 65,297 $4.73M 4.05% +1,353 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,107 $4.72M 0.02% -9,974 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 58,657 $4.25M 1.8% -3,381 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 54,924 $3.98M 0.04% +1,401 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 54,847 $3.97M <0.01% -1,113 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 50,395 $3.65M 0.02% +1,245 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 49,978 $3.62M 0.02% +3,709 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 48,649 $3.53M 0.06% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 47,635 $3.45M 0.03% -3,710 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 47,612 $3.45M 0.17% +931 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 47,086 $3.41M 0.11% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 46,944 $3.4M 0.13% -809 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,196 $3.35M 0.01% +38,971 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 46,139 $3.34M 0.03% +4,930 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 44,813 $3.25M 0.93% +2,545 13F-HR/A Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 43,532 $3.15M 0.59% +5,648 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 43,465 $3.15M 0.61% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 42,462 $3.08M 0.94% -1,564 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 40,641 $2.94M 0.29% -16,533 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 40,208 $2.91M <0.01% +2,118 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 38,475 $2.8M 0.03% +7,501 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 37,295 $2.7M +11,916 Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 37,059 $2.69M 0.26% +70 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 36,151 $2.62M 0.04% -22 13F-HR Timeline Group WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 35,320 $2.56M 0.93% +5,900 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 34,400 $2.49M <0.01% -11,800 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 33,846 $2.45M 0.02% -865 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 33,273 $2.41M 0.66% +490 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 33,237 $2.41M 0.04% -7,890 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 33,193 $2.41M 0.3% 0 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 31,825 $2.31M <0.01% +567 13F-HR Timeline Group Resolute Advisors LLC More: the full row for Resolute Advisors LLC 30,883 $2.24M 0.65% +566 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,267 $2.19M 0.16% -96 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,135 $2.18M <0.01% +11,595 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 28,244 $2.15M 2.18% -2,851 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 29,563 $2.14M <0.01% -1,883 13F-HR Timeline Group FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 27,668 $2M 0.92% -440 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,126 $1.89M 0.01% +3,275 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 25,224 $1.83M 0.02% +209 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 24,760 $1.79M 0.03% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 23,590 $1.71M 0.13% -2,690 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,471 $1.65M 0.08% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 22,447 $1.63M <0.01% -1,276 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,533 $1.56M 0.26% +10 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 21,479 $1.56M 1.13% +1,659 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 20,744 $1.5M 0.14% -2,100 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 20,719 $1.5M 0.11% +116 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 20,565 $1.44M 1.52% +869 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 19,489 $1.41M <0.01% +3,820 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 18,960 $1.37M 0.01% +4,310 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,153 $1.32M 0.1% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,000 $1.3M 0.35% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 17,980 $1.3M 0.13% -386 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 17,808 $1.29M 0.06% new 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 16,733 $1.21M -744 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,703 $1.21M <0.01% +1,597 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 16,619 $1.2M 0.46% +2,259 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 16,567 $1.2M <0.01% -731 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 16,480 $1.19M 0.27% +55 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 16,164 $1.17M <0.01% -267 13F-HR Timeline Group BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 15,997 $1.16M 0.11% -122 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,867 $1.15M 0.04% +813 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 15,453 $1.12M 0.01% -4,538 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 15,260 $1.11M 0.5% +2,475 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 14,219 $1.03M 0.02% +896 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 14,038 $1.02M 0.2% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 14,031 $1.02M <0.01% +13,259 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 13,458 $975K 0.1% -2,367 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 13,450 $975K 0.4% -2,300 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,442 $974K 0.02% -400 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 13,377 $969K 0.99% -535 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 13,228 $959K 0.28% -13,020 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,011 $943K 0.06% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 12,997 $942K <0.01% -1,755 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,702 $920K 0.04% -110 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,639 $916K 0.16% -345 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,887 $861K 0.01% -173 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 11,718 $849K 0.16% +7,379 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 11,341 $822K 0.02% +580 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,896 $790K 0.03% -467 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,794 $782K 0.03% -18,838 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,428 $780K 0.17% -482 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 10,637 $771K 0.07% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 10,471 $759K <0.01% -21,982 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,389 $753K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,094 $731K 0.04% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 10,027 $727K 0.13% +56 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,964 $722K 0.03% +36 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 9,871 $715K 0.39% new 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 9,828 $712K <0.01% -945 13F-HR Timeline Group RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 9,655 $700K 0.5% -15 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 8,850 $641K 0.36% +40 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,710 $631K 0.04% +224 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,692 $630K 0.05% -93 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,617 $624K 0.04% +655 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 8,296 $601K 0.17% -3,295 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,190 $593K 0.06% +50 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,190 $593K 0.04% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,859 $569K <0.01% +51 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. 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