BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 128,140,618 $22.6B 1.83% +3,837,576 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 52,282,312 $9.24B 7% -1,798,040 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 32,675,343 $5.78B 0.38% +559,749 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,441,330 $3.79B +293,976 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,769,824 $2.43B 0.51% +343,858 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 10,632,655 $1.88B 0.46% -50,407 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,341,422 $1.83B 0.61% +356,413 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,528,265 $1.33B 0.29% +407,065 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,446,585 $1.32B 0.45% -237,146 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 6,547,444 $1.16B +42,087 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,865,616 $1.04B 2.31% +220,861 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,428,502 $959M 0.19% +112,050 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,309,040 $938M 6.61% +124,233 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,282,774 $934M 20.7% -94,701 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,196,580 $918M 1.96% -28,896 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,659,847 $824M 1.19% +177,082 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,567,167 $807M 0.05% -83,287 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. 4,265,950 $754M 0.49% +39,828 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,780,675 $668M 0.49% +421,903 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,684,307 $651M 8.15% -695,410 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,563,040 $630M 0.73% +79,844 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,537,638 $625M 0.04% -27,110 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 3,533,165 $624M 0.12% -8,053 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,401,789 $601M 0.79% -33,172 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,301,015 $583M 3.21% -1,357 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,235,790 $572M 0.84% +185,077 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,136,589 $554M 0.94% +684,546 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,133,973 $554M 0.69% +208,979 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,885,793 $510M 0.08% -433,244 13F-HR Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 2,561,737 $453M 4.91% +4,637 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 2,511,423 $444M 8.04% -283,310 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,325,179 $411M 8.97% +60,397 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,246,630 $397M 0.28% +736,741 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,234,873 $395M 2.6% -148,224 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,156,130 $381M 0.68% +324,124 13F-HR/A Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,109,740 $375M 5.23% -34,043 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,056,535 $364M 16.1% +53,682 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,801,405 $318M 3.79% +14,953 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,747,771 $309M 7.62% -73,885 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,651,080 $292M 3.61% -11,664 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,551,304 $274M 0.27% +57,820 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 1,507,196 $266M 9.18% -119,792 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,461,382 $258M 7.83% +34,905 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,449,416 $258M 11.23% +5,535 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,430,668 $253M 5.76% -214,098 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,433,086 $253M 0.6% -153,204 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,426,340 $252M 0.44% +11,636 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 1,409,149 $249M 11.61% +175,941 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,388,095 $245M 1.98% -5,473 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 1,384,981 $245M 11.43% +65,773 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,312,143 $232M 20.86% +65,179 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,302,751 $230M 0.66% -38,503 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,278,563 $226M 0.07% +1,005,350 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,238,954 $219M 2.34% +25,034 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,179,606 $212M 0.35% +18,498 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,188,600 $210M -33,128 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,183,958 $209M 1.3% -16,574 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,174,792 $208M 7.11% -4,698 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,125,824 $199M 1.64% -109,334 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,114,581 $197M 0.84% +34,268 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,100,811 $195M 2.16% -3,196 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,064,941 $188M 10.07% -33,369 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,045,586 $185M 1% +20,315 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 993,221 $176M 0.31% -7,085 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 957,799 $170M 2.78% +689,815 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 959,938 $170M 0.52% +5,554 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 928,740 $164M 11.81% +80,555 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 914,543 $162M 0.83% +41,758 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 911,360 $161M 1.68% +46,233 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 907,305 $160M 2.1% +16,186 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 894,868 $158M 5.62% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 892,606 $158M 0.28% +139,577 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 884,249 $156M 0.2% -7,926 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 875,974 $155M 1.73% +686,148 13F-HR Timeline BRANDES INVESTMENT PARTNERS, LP in group BRANDES INVESTMENT PARTNERS, … More: the full row for BRANDES INVESTMENT PARTNERS, LP 850,835 $150M 1.36% +848,997 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 847,671 $150M 0.12% +675,283 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 823,862 $146M 0.4% +58,110 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 797,030 $142M 19.31% +9,202 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 781,419 $138M 15.16% -15,106 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 774,481 $137M 22.1% +23,392 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 756,686 $134M 5.48% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 756,699 $134M -7,813 Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 753,725 $133M 8.79% +24,282 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 733,563 $130M 0.28% +146,125 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 716,208 $127M 1.68% -266,207 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 703,338 $126M 24.13% -25,354 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 699,001 $124M 0.11% +10,338 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 687,740 $122M 13.28% -1,377 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 685,866 $121M 14.01% +66,673 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 679,337 $120M 0.82% -51,253 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 670,761 $119M 1.91% -3,332 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 672,510 $119M 11.01% +16,969 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 667,781 $118M 1.66% +9,872 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 662,810 $117M 4.69% -1,000,237 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 659,573 $117M 2.95% -101,593 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 640,266 $113M 22.15% +2,684 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 624,174 $110M 13.46% -3,633 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 622,416 $110M 0.24% +297,392 13F-HR/A Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 616,473 $109M +41,535 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 610,314 $108M 0.14% +59,787 13F-HR/A Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 597,797 $106M 5.84% +18,525 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 592,046 $105M 0.23% -67,603 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 583,066 $103M 0.58% -64,556 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 578,839 $103M 6.86% +2,591 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 580,808 $103M 5.2% +10,119 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 575,149 $102M 0.36% +3,252 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 571,813 $101M 0.11% -38,454 13F-HR/A Timeline Group Balentine LLC More: the full row for Balentine LLC 570,898 $101M 3.93% -91,699 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 568,797 $101M 5.99% +27,558 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 $99M 0.89% 0 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 547,969 $96.8M 16.84% +7,927 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 547,395 $96.7M 2.46% +20,904 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 537,005 $94.9M 6.5% +21,891 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 536,149 $94.8M 5% +14,499 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 529,325 $93.6M 0.8% +26,482 13F-HR/A Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 511,708 $90.4M 9.85% +5,636 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 503,771 $89.5M 8.14% +28,157 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 484,019 $85.5M +50,503 Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 477,599 $84.4M 19.67% -533 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 473,269 $83.6M 4.95% +27,579 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 464,852 $82.2M 8.41% +6,800 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 462,205 $81.7M 2.14% +360 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 458,404 $81M 9.49% +1,104 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 431,336 $76.2M +3,563 Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 428,204 $75.7M 11.07% +92,367 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 425,301 $75.6M 1.71% -11,926 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 422,697 $74.7M 12.8% +32,176 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 412,041 $72.8M 8% +13,527 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 411,778 $72.8M 0.86% -6,700 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 408,717 $72.2M +21,085 Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 404,001 $71.4M 3.51% +6,258 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 394,685 $69.8M 0.96% +18,276 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 391,987 $69.3M 9.44% +38,933 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 387,326 $68.5M 0.06% -137,430 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 383,655 $67.9M 0.52% +31,764 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 381,746 $67.7M 7.58% +344 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 382,733 $67.6M 0.03% +250,957 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 377,494 $67.1M 1.57% -2,422 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 367,855 $65M 0.31% +65,996 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 366,983 $64.9M 1.89% -357,098 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 363,735 $64.3M 1.1% +28,019 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 362,406 $64.1M 13.11% +27,431 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 358,853 $63.4M 4.68% +4,147 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 358,585 $63.4M 0.17% +58,453 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 357,328 $63.2M 1% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 355,503 $62.8M 2.21% -2,870 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 276,615 $62.6M 2.88% +2,862 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 349,987 $61.9M 1.4% +57,263 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 348,650 $61.6M 5.34% +2,042 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 345,803 $61.1M 3.77% +6,694 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 342,437 $60.5M 6.56% +103,848 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 340,451 $60.2M 0.47% -38,818 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 333,977 $59M 2.94% -49,189 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 326,540 $57.7M <0.01% -167,663 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 325,725 $57.6M 2.6% +13,736 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 325,614 $57.5M 0.09% +23,966 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 319,812 $56.5M 4.27% +2,361 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 317,036 $56M 7.08% +12,542 13F-HR Timeline Trust Co More: the full row for Trust Co 313,560 $55.4M 6.25% -31,149 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 310,100 $54.8M 0.4% new 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 309,911 $54.8M 2.08% -5,560 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 307,431 $54.6M 13.02% +11,442 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 309,076 $54.6M 0.75% +42,133 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 307,452 $54.3M 8.08% -2,262 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 306,223 $54.1M 2.19% +6,385 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 306,056 $54.1M 1.25% +2,808 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 305,534 $54M 2.15% +1,414 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 303,068 $53.6M 16.89% +12,360 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 302,044 $53.4M 0.28% +91,894 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 301,395 $53.3M 0.18% +4,326 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 300,550 $53.1M 9.8% -3,702 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 299,061 $52.9M 3.65% +8,208 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 298,519 $52.8M -16,390 Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 294,840 $52.6M 3.56% -268 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 283,413 $50.1M 0.97% +34,454 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 281,312 $49.7M 5.29% +41,916 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 274,500 $48.5M 0.47% +64,571 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 273,240 $48.3M 17.35% -4,339 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 267,469 $47.3M 2.81% -3,478 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 265,372 $46.9M 0.26% +14,776 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 264,247 $46.7M 8.03% +5,690 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 262,303 $46.4M 7.42% -7,128 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 260,596 $46.1M 0.72% -14,710 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 254,185 $45.3M 7.51% -3,624 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 255,944 $45.2M 0.09% +70,724 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 254,993 $45.1M 17.68% +5,032 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 253,652 $44.8M 8.7% +3,327 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 253,530 $44.8M 0.49% -1,013 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 253,213 $44.8M 7.02% +15,369 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 252,839 $44.7M 5.1% +16,336 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 249,074 $44.2M 2.92% +212,256 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 247,946 $43.8M 2.04% -9,613 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 245,680 $43.4M 0.01% -157 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 241,252 $42.9M 0.22% -44,070 13F-HR/A Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 241,091 $42.6M 11.64% +6,508 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 240,118 $42.4M 0.29% -46,913 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 238,302 $42.1M 5.99% +12,134 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 237,143 $41.9M 4.07% +869 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 236,286 $41.8M 12.41% +5,616 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 231,920 $41.3M 17.16% +4,649 13F-HR Timeline