BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 134,456,813 $29.3B 1.89% +2,779,845 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 44,576,925 $9.74B 3.9% -6,744,344 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 35,380,683 $7.71B 0.41% +1,735,121 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,622,261 $5.15B +552,459 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 13,760,366 $3B +66,793 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 11,459,495 $2.5B 0.56% +279,274 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,382,858 $2.49B 0.5% -22,252 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 9,022,251 $1.97B 0.53% +285,800 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,979,182 $1.96B 7.48% +560,448 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,715,764 $1.9B 0.33% +222,952 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,986,168 $1.74B 1.59% +245,760 13F-HR Timeline TIAA group of 5 filers holding More: the full row for TIAA 7,340,213 $1.6B +367,173 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,787,174 $1.48B 2.26% +124,906 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,958,171 $1.3B 0.22% +142,807 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,687,753 $1.24B 6.85% +76,471 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 5,221,598 $1.14B 3.31% +5,173,834 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,054,784 $1.1B 9.61% +3,898,942 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,957,163 $1.08B 1.13% -103,548 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,787,110 $1.04B 0.56% +247,075 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,758,077 $1.04B 1.75% -106,491 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,519,995 $985M 0.04% -24,989 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,392,570 $957M +17,434 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,180,724 $911M 0.45% -67,223 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 4,163,597 $910M 0.05% +213,746 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,912,536 $853M 0.75% +74,082 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,662,549 $798M 0.77% +141,461 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 3,511,326 $765M 1.09% +925,117 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,499,691 $763M 7.3% +69,100 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,442,447 $750M 5.55% +70,931 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,193,415 $696M 0.32% +864,315 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,132,906 $683M 0.07% +270,127 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,111,513 $678M 8.45% +708,390 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 3,095,793 $675M 0.11% +21,021 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 2,889,469 $630M 22.38% +43,360 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,853,732 $622M 0.73% +290,202 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,722,879 $593M 0.75% +85,903 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,701,704 $530M 19.38% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,333,072 $508M 0.61% -72,763 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,228,830 $486M 5.33% +51,946 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,993,299 $434M 0.75% +585,368 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,970,185 $429M 0.52% +346,979 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,839,020 $401M 13.88% +47,967 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,830,633 $399M 4.26% +62,288 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,818,811 $396M 0.33% +127,445 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,717,827 $374M 5.36% +126,163 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,588,925 $346M 13.21% -36,772 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,508,278 $329M 1.53% +191,374 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,503,856 $328M 0.45% -7,466 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,483,132 $323M 0.5% +28,537 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,478,048 $322M +79,748 Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,465,806 $319M 8.18% +66,537 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,446,927 $317M 0.53% +826 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,422,244 $312M 22.24% +46,395 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,420,885 $310M 0.63% +247,624 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,414,717 $308M 1.7% -19,188 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,300,791 $283M 1.32% +63,060 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,335,326 $283M 0.83% +882,766 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,232,497 $269M 0.7% +66,585 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,158,627 $253M 0.31% +79,050 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,134,611 $247M 2.48% +64,980 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,134,483 $247M 3.1% -658,197 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,093,987 $238M 10.68% +14,507 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,046,231 $228M 0.68% -95,389 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,043,747 $227M 0.51% +14,800 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,019,302 $222M 1.38% +21,611 13F-HR/A Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,119,341 $220M 0.07% -68,636 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 992,941 $216M 2.04% -21,476 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 981,676 $214M 12.09% -3,403 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 943,694 $206M 6.4% -32,932 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 935,349 $204M 0.12% +32,566 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 909,566 $198M 1.48% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 896,315 $195M 12.5% +43,436 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 894,868 $195M 5.24% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 850,915 $193M 19.86% +51,208 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 875,457 $191M 0.44% +17,354 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 869,143 $189M 24.37% +7,419 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 845,551 $184M 1.1% -300,541 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 843,239 $184M 6.35% -1,935 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 815,425 $178M 0.89% +34,148 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 810,094 $177M 12.31% +10,644 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 797,039 $174M 0.24% -175,674 13F-HR/A Timeline Group Saudi Central Bank More: the full row for Saudi Central Bank 756,686 $165M 2.16% 0 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 753,032 $164M 14.4% -10,082 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 752,493 $164M 8.95% +14,075 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 730,222 $159M <0.01% -323,000 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 728,513 $159M 16.33% +129,286 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 726,738 $158M 14.17% -15,382 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 719,710 $157M 13.85% +22,919 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 719,031 $157M 0.6% +423,353 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 718,373 $157M 1.48% -32,468 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 696,736 $152M 0.7% -387,334 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 696,729 $152M 5.36% +56,242 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 692,308 $151M +2,408 Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 691,901 $151M 11.44% -8,269 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 691,556 $151M 6.09% +29,345 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 687,594 $150M 0.06% +496,073 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 686,893 $150M 1.17% +128,659 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 661,224 $144M 1.4% -15,469 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 660,491 $144M 0.16% +16,403 13F-HR Timeline Group RMR Wealth Builders More: the full row for RMR Wealth Builders 656,979 $143M 8.89% +83,023 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 656,703 $143M 0.28% +311,410 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 650,628 $142M 20.36% +6,620 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 648,293 $141M 2.64% -56,627 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 643,614 $140M 1.07% +105,109 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 632,277 $138M 19.62% +8,508 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 626,479 $137M 1.64% -6,835 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 603,952 $132M 0.54% +104,539 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 599,253 $131M -12,019 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 595,455 $130M 3.45% -9,498 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 593,047 $129M 0.86% +141,485 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 591,148 $129M 16.36% +5,287 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 586,270 $128M 6.86% +10,540 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 583,998 $127M 5.5% +36,521 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 582,494 $127M 6.51% +4,704 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 581,774 $127M 0.16% +100,653 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 580,029 $126M 1.61% +997 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 577,286 $126M 1.38% +24,338 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 554,604 $121M 9.48% +42,555 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 540,755 $118M 0.81% +17,170 13F-HR Timeline Group Jupiter Topco LLC in group Janus Henderson More: the full row for Jupiter Topco LLC 538,421 $117M 0.05% 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 532,440 $116M 0.13% +68,580 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 528,713 $116M 13.52% -5,058 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 522,479 $114M 9.65% -19,920 13F-HR Timeline Euclidean Capital LLC More: the full row for Euclidean Capital LLC 520,000 $113M 25.76% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 519,516 $113M 9.6% +8,229 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 513,451 $112M 3.17% +51,578 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 511,950 $112M 2.41% +9,313 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 495,026 $108M 15.52% -22,944 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 491,772 $107M +24,569 Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 485,299 $106M 5.22% -16,232 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 483,371 $105M 0.9% +139,888 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 463,300 $101M 8.42% -395 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 443,005 $96.5M 4.6% -22,065 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 434,881 $94.8M 0.48% +6,068 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 434,082 $94.6M 10.92% +2,114 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 423,860 $92.4M 1.03% +5,760 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 420,404 $91.6M 2.69% -186,673 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 416,745 $90.8M 15.87% -57,207 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 415,845 $90.6M 10.17% +63,921 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 412,598 $89.9M 11.5% +1,896 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 407,990 $88.9M 0.89% +26,459 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 404,014 $88M 0.31% -115,046 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 402,616 $87.7M 0.26% +9,696 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 400,678 $87.3M 13.4% +17,695 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 398,813 $86.9M 7.89% -9,490 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 396,548 $86.4M 11.48% +21,512 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 376,246 $82M 2.77% -262,021 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 371,288 $80.9M 4.31% +12,351 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 369,616 $80.5M 0.11% -197,279 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 369,456 $80.5M 1.02% -11,044 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CSM Advisors, LLC More: the full row for CSM Advisors, LLC 367,088 $80M 1.71% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 365,535 $79.7M 0.84% +12,264 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 364,086 $79.3M 12.45% +12,598 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 363,525 $79.2M 0.13% -4,425 13F-HR Timeline Group Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 357,328 $77.9M 1.47% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 355,438 $77.5M 0.4% +46,143 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 355,254 $77.4M 5.8% -1,885 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 349,814 $76.2M 4.22% -3,814 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 347,598 $75.8M 6.61% -5,116 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 345,705 $75.3M 7.97% +31,432 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 345,106 $75.2M 1% -6,007 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 343,447 $74.8M 0.27% +16,194 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 339,638 $74M 18.36% +9,708 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 337,510 $73.6M 0.4% +44,635 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 336,297 $73.3M 1.07% -3,868 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 332,785 $72.5M 3.03% +3,136 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 323,686 $70.5M 2.64% +24,329 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 318,233 $69.4M 0.3% -106,848 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 315,681 $68.8M 8.26% -718 13F-HR Timeline Trust Co More: the full row for Trust Co 314,768 $68.6M 6.19% -5,002 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 314,012 $68.4M 15.18% +273,039 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 305,455 $67M 8.28% -1,035 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 306,626 $67M 3.52% +10,924 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 299,573 $65.3M 9.9% -7,615 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 298,743 $65.1M 0.38% -23,841 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 297,018 $64.7M 0.02% +40,229 13F-HR Timeline Group Focus Financial Network, Inc. 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