BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 120,257,838 $20.4B 1.88% +1,952,615 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 53,858,087 $9.12B 8.67% +1,672,314 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 30,873,476 $5.23B 0.37% +1,820,455 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,229,269 $3.59B +271,162 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,221,827 $2.24B 0.5% +225,726 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,151,994 $1.72B 0.44% +601,539 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,542,614 $1.62B 0.66% +154,064 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,613,182 $1.29B 0.48% 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,177,299 $1.22B 0.29% +901,037 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 6,235,211 $1.06B -84,839 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,506,158 $932M 2.66% +174,698 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,448,671 $922M 2.2% -340,576 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,422,212 $918M 22.04% +44 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,255,359 $890M 0.19% +160,357 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,112,238 $866M 7.04% +69,429 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,912,009 $832M 10.25% +56,140 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,703,359 $796M 0.05% -65,800 13F-HR Timeline Group 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 4,281,482 $725M 0.13% -107,468 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. 4,156,445 $704M 0.47% -3,896 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,060,266 $687M 1.15% +12,032 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,511,386 $594M 0.87% +158,999 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,471,459 $588M 0.05% +181,914 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,400,461 $576M 0.11% +62,877 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,378,559 $572M 0.73% +32,995 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,264,418 $553M 0.47% +252,433 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,147,762 $533M 3.35% +237,491 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,999,330 $508M 0.8% -15,135 13F-HR Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 2,562,948 $434M 4.74% +47,867 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,480,962 $420M 3.43% -260,166 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,453,000 $415M 0.57% +173,681 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 2,430,451 $411M 8.39% +475,245 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,336,240 $396M 0.83% +82,865 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,226,055 $377M 8.97% +27,237 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,163,588 $366M 5.26% +54,907 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,968,792 $333M 16.63% +74,958 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,018,986 $325M 0.73% +244,174 13F-HR/A Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,885,676 $319M 7.23% +273,995 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,690,751 $298M 7.9% +68,046 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,741,991 $295M 0.01% +1,076,020 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 1,726,139 $292M 30.3% -77,117 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,715,561 $290M 4.07% +130,744 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,655,467 $280M 0.76% +16,256 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,645,753 $279M -99,686 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,631,057 $276M 3.33% +124,264 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,447,815 $245M 0.85% -11,014 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,439,201 $244M 0.25% +44,696 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,416,246 $240M 4.95% -12,491 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,412,648 $239M 7.69% new 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,390,678 $235M 0.45% +23,970 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,360,302 $230M 1.95% +1,266 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 1,354,336 $229M 11.74% +455,195 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,336,147 $226M +103,197 Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,315,696 $223M 8.97% +92,918 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,156,770 $206M 1.3% -11,987 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,197,501 $203M 7.73% -36,277 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,192,295 $202M 21.29% +42,547 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,158,332 $196M 0.96% +24,585 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,134,246 $192M 2.49% -56,773 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,078,526 $183M 0.18% -104,288 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,075,228 $182M 12.01% +6,678 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,057,992 $179M 0.34% +29,369 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,034,396 $175M 0.59% +14,985 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,020,025 $174M 0.31% +19,176 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,013,848 $172M 0.97% +10,278 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,013,656 $172M 1.63% -97,459 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 914,668 $155M 0.2% -6,437 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 894,868 $152M 5.58% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 877,747 $149M 2.16% +80,213 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 868,337 $147M 0.88% +13,225 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 867,344 $147M 1.63% +9,504 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 806,119 $136M 3.76% -542,148 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 800,176 $135M 15.82% -13,483 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 756,686 $135M 12.66% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 768,846 $130M 1.25% +131,205 13F-HR/A Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 767,545 $130M 23.37% +17,230 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 761,166 $129M 3.46% +113,493 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 741,991 $126M 10.46% +4,966 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 739,060 $125M +132,074 Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 726,581 $123M 5.75% +354,498 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 725,286 $123M 1.78% -11,838 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 708,997 $120M 0.35% +22,171 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 706,787 $120M 22.85% -22,881 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 662,193 $117M 14.59% +69,627 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 689,469 $117M 8.63% +15,139 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 666,212 $113M 0.11% +46,656 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 662,295 $112M 0.29% +225,725 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 661,059 $112M 2.18% -22,221 13F-HR Timeline Group Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 653,202 $111M 24.03% +38,110 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 652,920 $111M 1.68% +15,012 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 649,499 $110M 10.75% +8,570 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 621,027 $108M 22.46% +121,388 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 638,929 $108M 10.9% +9,200 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 637,776 $108M 21.92% +5,691 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 621,027 $105M 0.23% +37,344 13F-HR Timeline Group Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 603,370 $102M 13.79% +78,327 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 590,387 $100M 0.14% +112,340 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 579,021 $98M 5.9% -4,486 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 573,448 $97.1M 7.05% +21,429 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 567,850 $96.1M 0.98% -4,500 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 565,329 $96M 0.19% +52,285 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 563,959 $95.5M 1.05% +9,514 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 544,991 $92.3M 5.53% +4,355 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 543,755 $92.1M 5.1% -22,269 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 542,701 $91.9M 0.08% -37,378 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 540,845 $91.6M 5.9% -12,796 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 535,352 $90.6M 17.54% +17,629 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 527,441 $89.3M 2.69% -18,021 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 519,582 $88M +204,753 Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 503,270 $85.2M 6.47% +1,005 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/ 502,667 $85.1M 0.11% -7,392 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 500,931 $84.8M 0.21% +156,123 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 491,016 $83.1M 10.31% +10,338 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 470,544 $79.7M 26.51% -458 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 463,379 $78.5M 8.11% +28,386 13F-HR/A Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 461,210 $78.1M 0.78% +9,622 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 461,210 $78.1M 0.78% +9,622 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 458,999 $77.7M 10.45% -3,530 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 449,194 $76M 8.01% +16,597 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 447,761 $75.8M 2.32% -1,906 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 441,612 $74.8M -1,964 Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 427,958 $72.5M 4.25% +28,253 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 424,616 $71.9M +63,628 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 419,398 $71M 2.49% +28,169 13F-HR Timeline Chan Zuckerberg Initiative, LLC More: the full row for Chan Zuckerberg Initiative, LLC 415,237 $70.3M 18.9% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 414,315 $70.1M 0.87% -12,625 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 399,648 $67.7M 2.19% +2,086 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 399,316 $67.6M 8.06% -5,786 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 395,864 $67M 1.87% +13,760 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 389,349 $65.9M 3.68% new 13F-HR Timeline Trust Co More: the full row for Trust Co 383,720 $65M 7.44% +7,308 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 383,236 $64.9M 0.27% +30,758 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 381,453 $64.6M 1.62% +17,884 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 391,217 $64.6M 0.11% -20,291 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 378,859 $64.1M 13.18% -8,780 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 378,285 $64M 7.24% -4,510 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 376,696 $63.8M 0.89% +24,880 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 370,453 $62.7M 0.56% +11,750 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 369,090 $62.5M 7.44% -6,056 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 365,827 $61.9M 3.69% +1,471 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 359,195 $60.8M 3.51% -2,675 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 357,328 $60.5M 1.04% -435,282 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 356,489 $60.4M -197,688 Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 356,361 $60.3M 2.22% -9,829 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 355,569 $60.2M +44,400 Timeline NSI Retail Advisors, LLC More: the full row for NSI Retail Advisors, LLC 354,498 $60M 9.54% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 347,303 $58.8M 3.93% +4,837 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 345,015 $58.4M 5.15% +4,978 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 342,935 $58.1M 4.67% -7,260 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 339,257 $57.4M 0.57% +1,069 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 326,086 $57.4M 0.32% +28,475 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 337,856 $57.2M 1.09% -10,961 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 324,739 $55M 10.27% +45,815 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 320,022 $54.2M 3.05% +30,037 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 312,000 $52.8M 0.09% -4,800 13F-HR/A Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 300,602 $52.5M 4.02% -5,586 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 306,526 $51.9M 8.16% -471 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 301,972 $51.1M 0.14% +7,203 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 301,662 $51.1M 11.74% +7,207 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 298,653 $50.6M 7.87% -731 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 294,554 $49.9M 10.17% +4,679 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 292,366 $49.5M 11.39% +2,310 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 287,787 $48.7M 13.36% +5,542 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 286,540 $48.5M 4.36% +4,901 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 284,085 $48.4M 0.58% +162,430 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 285,455 $48.3M 1.03% +14,062 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 284,417 $48.2M 1.31% +430 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 283,056 $47.9M 0.83% -8,062 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 282,070 $47.8M 16.77% +106,504 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 280,483 $47.5M 0.08% -10,182 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 278,979 $47.2M 3.06% -9,231 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 276,465 $46.8M 2.95% +51,331 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 275,854 $46.7M 0.16% +16,199 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 270,083 $45.7M 3.4% +18,540 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 269,118 $45.6M 7.73% +3,862 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 268,859 $45.5M 17.36% +3,194 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 265,952 $45M 0.51% +22,012 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 264,561 $44.8M 0.22% -23,435 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 262,091 $44.4M 0.33% +100,805 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 259,673 $44M 0.68% -5,759 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 258,379 $43.7M 8.04% +5,109 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 255,967 $43.3M 0.01% +5,510 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 255,009 $43.2M 7.59% +9,665 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 252,696 $43M 7.55% +14,941 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 254,193 $43M 0.17% -744 13F-HR/A Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 253,021 $42.8M 2.2% +10,856 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 251,932 $42.7M 15.65% +3,003 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 247,685 $41.9M 19.84% -365 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 244,328 $41.4M 4.39% +8,102 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 243,863 $41.3M 0.01% -10,624 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 243,427 $41.2M 0.65% +18,590 13F-HR Timeline Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 242,850 $41.1M 12.17% -106,000 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 241,571 $40.9M 0.24% +11,652 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 238,343 $40.4M 3.23% +13,797 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 235,607 $39.9M 1.08% +15,306 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 233,806 $39.6M 1.67% -13,633 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 232,557 $39.4M 3.27% -10,020 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 232,435 $39.4M 12.85% +3,631 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 231,153 $39.1M 6.67% -1,063 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 229,851 $38.9M 1.5% -11,711 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 228,955 $38.8M 7.99% new 13F-HR Timeline