BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 124,303,042 $21.5B 1.91% +4,045,204 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 54,080,352 $9.24B 8.28% +222,265 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 32,115,594 $5.55B 0.4% +1,242,118 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,147,354 $3.65B -81,915 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,425,966 $2.32B 0.51% +204,139 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,683,062 $1.85B 0.5% +531,068 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 9,985,009 $1.72B 0.67% +442,395 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,683,731 $1.33B 0.5% +70,549 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,121,200 $1.23B 0.3% -56,099 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 6,505,357 $1.12B +270,146 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,644,755 $975M 2.45% +138,597 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,377,475 $929M 22.5% -44,737 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,316,452 $918M 0.21% +61,093 13F-HR/A Timeline Group Betterment LLC More: the full row for Betterment LLC 5,225,476 $903M 2.14% -223,195 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,184,807 $896M 7.19% +72,569 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 4,853,562 $838M 1.76% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,650,454 $803M 0.05% -52,905 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,482,765 $774M 1.29% +422,499 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,379,717 $757M 9.54% -532,292 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,226,122 $730M 0.38% +69,677 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,564,748 $616M 0.05% +93,289 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 3,541,218 $612M 0.12% -740,264 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,483,196 $602M 0.77% +104,637 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,434,961 $593M 0.84% -76,425 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,358,772 $580M 0.47% +94,354 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,319,037 $573M 0.11% -81,424 13F-HR/A Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,302,372 $570M 3.46% +154,610 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,050,713 $527M 0.85% +51,383 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,924,994 $505M 0.69% +471,994 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 2,794,733 $483M 9.73% +364,282 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 2,557,100 $442M 5.6% -5,848 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,452,043 $424M 0.82% +115,803 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,383,097 $412M 3.29% -97,865 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,264,782 $391M 9.82% +38,727 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,143,783 $370M 5.75% -19,805 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,002,853 $346M 16.94% +34,061 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,832,006 $317M 0.71% -186,980 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,821,656 $315M 7.61% -64,020 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,786,452 $309M 4.25% +70,891 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 1,663,047 $287M 4.86% +856,928 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,662,744 $287M 3.89% +31,687 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,626,988 $281M 9.79% -393,484 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,644,766 $276M 7.14% -45,985 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,586,290 $274M 0.75% -69,177 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,576,570 $272M -69,183 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,509,889 $261M 0.2% +431,363 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,493,484 $258M 0.27% +54,283 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,443,881 $249M 11.78% +128,185 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,426,477 $246M 7.94% +13,829 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,414,704 $244M 0.47% +24,026 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 1,393,568 $241M 2.06% +33,266 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,341,254 $232M 0.77% -106,561 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 1,319,208 $228M 11.36% -35,128 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,246,964 $215M 21.81% +54,669 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,235,158 $213M 2.03% +221,502 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 1,233,208 $213M 11.5% new 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,221,728 $211M -114,419 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,213,920 $210M 2.42% +79,674 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,200,532 $207M 1.46% +43,762 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,179,490 $204M 7.63% -18,011 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,161,108 $201M 0.38% +103,116 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,104,007 $191M 2.43% -312,239 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,098,310 $190M 10.86% +23,082 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,080,313 $187M 0.94% -78,019 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,025,271 $177M 1.07% +11,423 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 982,415 $170M 1.98% +257,129 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 954,384 $165M 0.56% -80,012 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 894,868 $155M 5.91% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 892,175 $154M 0.21% -22,493 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 891,119 $154M 2.21% +13,372 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,000,306 $154M 0.32% -19,719 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 872,785 $151M 0.9% +4,448 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 865,127 $149M 1.68% -2,217 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 848,185 $147M 11.82% +106,194 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 796,525 $138M 16.77% -3,651 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 787,828 $136M 24.71% +81,041 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 765,752 $132M 0.4% +56,755 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 764,512 $132M +25,452 Timeline NEPC LLC More: the full row for NEPC LLC 761,166 $131M 3.64% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 753,029 $130M 0.27% +132,002 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 751,089 $130M 24.79% -16,456 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 730,590 $126M 0.97% -38,256 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 729,443 $126M 9.1% +39,974 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 724,081 $125M 6.82% -2,500 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 728,692 $120M 25.8% +107,665 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 689,117 $119M 14.54% +26,924 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 688,663 $119M 0.11% +22,451 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 674,093 $116M 2.3% +13,034 13F-HR Timeline Group Safeguard Financial, LLC More: the full row for Safeguard Financial, LLC 668,612 $115M 25.3% +15,410 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 662,597 $114M 4.79% +646,396 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 659,649 $114M 0.26% +158,718 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 657,909 $114M 1.76% +4,989 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 655,541 $113M 11.11% +6,042 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 647,622 $112M 0.67% +308,365 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 637,582 $110M 22.84% -194 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 654,529 $109M 10.64% +15,600 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 627,807 $108M 14.75% +24,437 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 619,193 $107M 14.62% +548,675 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/ 610,267 $105M 0.12% +107,600 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 591,368 $102M 0.14% +981 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 587,438 $101M 0.25% -74,857 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 579,272 $100M 5.89% +251 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 576,248 $99.5M 7.48% +2,800 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 574,938 $99.3M +55,356 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 571,897 $98.8M 0.39% +188,661 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 570,689 $98.6M 5.61% +25,698 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 559,949 $96.7M 0.99% -7,901 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 550,527 $95.1M 0.16% +159,310 13F-HR Timeline Group Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 541,239 $93.5M 6.09% +394 13F-HR/A Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 540,042 $93.3M 17.47% +4,690 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 526,491 $90.9M 2.92% -950 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 524,756 $90.6M 0.09% -17,945 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 521,650 $90.1M 5.18% -22,105 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 515,114 $89M 7.05% +11,844 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 506,072 $87.4M 10.64% +15,056 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 502,843 $86.9M 0.85% +41,633 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 502,843 $86.9M 0.85% +41,633 13F-HR/A Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 494,203 $85.4M <0.01% -1,247,788 13F-HR Timeline Group Trust Co of Tennessee More: the full row for Trust Co of Tennessee 478,132 $82.6M 20.7% +7,588 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 475,614 $82.2M 8.65% +12,235 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 472,675 $81.6M 0.98% -91,284 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 461,845 $79.8M 2.39% +14,084 13F-HR Timeline Group Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 458,052 $79.1M 8.76% +8,858 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 457,300 $79M 10.64% -1,699 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 445,690 $77M 4.78% +17,732 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 437,227 $75.5M 2.12% +17,829 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 433,516 $74.9M +8,900 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 427,773 $73.9M -13,839 Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 418,478 $72.3M 0.93% +4,163 13F-HR Timeline Chan Zuckerberg Initiative, LLC More: the full row for Chan Zuckerberg Initiative, LLC 415,237 $71.7M 60.58% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 398,514 $68.8M 8.39% -802 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 397,743 $68.7M 3.75% +31,916 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 390,521 $67.5M 13.01% +11,662 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 387,632 $67M +32,063 Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 383,166 $66.2M 3.67% -6,183 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 381,402 $65.9M 8.38% +12,312 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 379,916 $65.6M 1.71% -15,948 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 379,269 $65.5M 0.58% +8,816 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 376,409 $65M 0.95% -287 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 358,373 $61.9M 2.29% +2,012 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 357,328 $61.7M 0.95% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 354,706 $61.3M 4.95% +11,771 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 353,054 $61M 10.23% +28,315 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 351,891 $60.2M 0.64% +67,806 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 346,608 $59.9M 5.58% +1,593 13F-HR Timeline Trust Co More: the full row for Trust Co 344,709 $59.5M 7.07% -39,011 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 339,109 $58.6M 3.82% -8,194 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 336,311 $58.1M 2.3% +122,396 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 335,837 $58M 10.45% +43,471 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 335,716 $58M 1.1% -2,140 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 334,975 $57.9M 12.96% +33,313 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 325,024 $56.4M 0.12% -240,305 13F-HR/A Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 317,451 $54.8M 4.65% +30,911 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 315,471 $54.5M 2.12% +81,665 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 314,909 $54.4M -41,580 Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 311,989 $53.9M 2.96% -8,033 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 310,932 $53.7M 3.58% -48,263 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 309,714 $53.5M 8.59% +3,188 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 304,494 $52.6M 8.05% +5,841 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 304,252 $52.6M 10.56% +9,698 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 304,120 $52.5M 2.39% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 303,248 $52.4M 1.38% -78,205 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 301,648 $52.1M 0.09% +21,165 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 300,132 $51.8M 0.15% -1,840 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 299,838 $51.8M 2.3% +181,242 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 297,069 $51.3M 0.19% +21,215 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 295,989 $51.1M 13.64% +8,202 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 292,724 $50.6M 1.3% +8,307 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 290,853 $50.2M 3.72% +20,770 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 290,708 $50.2M 17.36% +8,638 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 301,859 $49.8M 0.28% -24,227 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 287,031 $49.6M 0.38% +24,940 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 285,322 $49.3M 0.25% +20,761 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 277,579 $47.9M 18.55% +8,720 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 295,108 $47.8M 3.84% -5,494 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 275,306 $47.6M 0.86% -7,750 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 273,753 $47.3M 3.03% -2,712 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 273,213 $47.2M 0.02% +17,246 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 272,559 $47.1M 0.5% +6,607 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 270,947 $46.8M 3.28% -8,032 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 269,431 $46.5M 8.14% +313 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 267,984 $46.3M 0.99% -17,471 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 266,943 $46.1M 0.71% +23,516 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 257,559 $44.5M 2.36% +4,538 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 254,543 $44M 0.54% -5,130 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 250,596 $43.3M 0.26% +9,025 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 250,325 $43.2M 8.98% +21,370 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 249,961 $43.2M 19.24% +2,276 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 248,959 $43M 1.05% +13,352 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 245,837 $42.5M 0.01% +1,974 13F-HR Timeline Group Trustees of Dartmouth College More: the full row for Trustees of Dartmouth College 242,850 $41.9M 11.88% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 258,557 $41.8M 8.29% +49,058 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 257,809 $41.7M 7.54% +5,113 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 239,396 $41.4M 4.98% +126,637 13F-HR Timeline Gleason Group, Inc. 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