BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 133,808,505 $25B 1.87% +5,667,887 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 53,966,784 $10.1B 6.86% +1,684,472 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 33,213,043 $6.19B 0.38% +537,700 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 22,529,479 $4.2B +1,088,149 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 13,601,000 $2.54B 0.5% -168,824 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,112,521 $2.07B 0.48% +479,866 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,583,264 $1.97B 0.58% +241,842 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,922,686 $1.48B 0.48% +476,101 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,704,993 $1.44B 0.29% +176,728 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,337,305 $1.37B 1.59% +4,200,716 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 6,520,935 $1.22B -26,509 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,230,066 $1.16B 2.37% +364,450 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,542,380 $1.03B 0.18% +113,878 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,458,462 $1.02B 6.51% +149,422 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,249,374 $979M 20.16% -33,400 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 5,080,035 $947M 1.87% -116,545 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,720,356 $880M 1.14% +60,509 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,527,761 $844M 0.04% -39,406 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. 4,305,594 $803M 0.49% +39,644 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,866,085 $721M 0.48% +85,410 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,735,111 $697M 7.91% +50,804 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,656,120 $682M 0.73% +93,080 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,522,564 $657M 0.04% -15,074 13F-HR/A 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 3,514,182 $655M 0.12% -18,983 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,324,377 $620M +2,567,678 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 3,322,739 $620M 0.84% +86,949 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,284,635 $613M 0.79% -117,154 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,252,212 $607M 0.69% +118,239 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,229,930 $602M 4.79% +1,428,525 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,929,776 $546M 0.08% +43,983 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,486,148 $464M 0.32% +239,518 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,403,735 $448M 9.17% +78,556 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,388,220 $442M 0.62% +232,090 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 2,112,653 $394M 6.86% -398,770 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,094,165 $393M 5.11% -15,575 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,076,263 $387M 15.16% +19,728 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,702,382 $317M 3.68% +51,302 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,691,186 $316M 4.26% +733,387 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,692,463 $315M 8.99% -55,308 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,583,681 $295M 0.27% +32,377 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,514,464 $284M 11.5% +65,048 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,498,891 $280M 9.19% -8,305 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,485,218 $277M 5.73% +54,550 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,480,469 $276M 7.87% +19,087 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 1,456,404 $272M 11.76% +47,255 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,453,590 $271M 0.44% +27,250 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,448,164 $270M 0.58% +15,078 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 1,418,692 $265M 1.9% +30,597 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,347,967 $251M 20.9% +35,824 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,288,593 $240M 0.64% -14,158 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,267,094 $236M 0.07% -11,469 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,230,206 $229M 1.69% +104,382 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,221,713 $229M 0.35% +42,107 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,202,519 $224M 1.83% +1,164,799 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,198,582 $224M 1.28% +14,624 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,193,885 $223M +5,285 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,170,660 $218M 2.2% -68,294 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,121,099 $209M 2.28% +20,288 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,106,265 $206M 0.8% -8,316 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,094,798 $204M 0.93% +180,255 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,079,319 $201M 10.12% +14,378 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,078,542 $201M 0.32% +468,228 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,016,839 $190M 0.31% +124,233 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 986,565 $184M 0.51% +26,627 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 983,454 $183M 0.9% -62,132 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 966,322 $180M 12.15% +37,582 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 964,897 $180M 2.15% +57,592 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 952,759 $178M 0.3% -40,462 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 894,868 $167M 5.49% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 892,908 $167M 1.53% +16,934 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 874,002 $163M 0.13% +26,331 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 867,057 $162M 0.32% +133,494 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 840,174 $157M 0.19% -44,075 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 817,059 $152M 1.29% -94,301 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 804,306 $150M 0.4% -19,556 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 801,260 $149M 22.55% +26,779 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 780,311 $146M 14.84% -1,108 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 756,686 $142M 5.39% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 754,754 $141M 14.11% +68,888 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 722,136 $135M 19.01% +720,357 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 721,058 $134M 1.69% +4,850 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 717,909 $134M 0.1% +18,908 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 708,345 $132M 8.74% -45,380 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 697,392 $130M 0.79% +18,055 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 695,635 $130M 13.49% +7,895 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 687,779 $128M 11.15% +15,269 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 680,828 $127M 1.85% +13,047 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 657,583 $123M 1.69% -13,178 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 656,355 $123M 18.35% -140,675 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 658,072 $123M 21.66% -45,266 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 655,219 $122M 13.22% +31,045 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 654,500 $122M 0.97% +344,400 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 652,124 $122M +35,651 Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 642,107 $120M 20.87% +1,841 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 628,837 $117M 3.68% -545,955 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 616,349 $115M 4.57% -46,461 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 595,203 $111M 5.02% +14,395 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 587,713 $110M 0.89% +27,764 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 587,402 $110M 2.88% -72,171 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 586,881 $109M 6.17% +18,084 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 583,256 $109M 6.88% +4,417 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 580,510 $108M 0.57% -2,556 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 560,291 $104M 0.81% +30,966 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 556,104 $104M 0.31% -19,045 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 550,854 $103M 2.38% +3,459 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 549,927 $103M 6.42% +12,922 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 534,142 $100M 8.38% +30,371 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 530,878 $99M 4.94% -5,271 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 525,861 $98.1M +41,842 Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 523,872 $97.7M 9.89% +12,164 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 517,071 $96.4M 15.95% -30,898 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 486,850 $90.8M 8.65% +21,998 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 485,934 $90.6M 12.08% +57,730 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 483,188 $90.1M 19% +5,589 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 474,488 $88.5M 4.94% +1,219 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 471,875 $88M 1.34% +46,574 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 470,223 $87.7M 2.14% +8,018 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 467,049 $87.1M 0.15% -124,997 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 466,739 $87M <0.01% +140,199 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 456,131 $85.1M 8.94% -2,273 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 433,375 $80.8M 11.66% +10,678 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 426,081 $79.5M 9.23% +34,094 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 425,506 $79.4M 0.51% +41,851 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 422,587 $78.8M +13,870 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 421,480 $78.6M -9,856 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 417,548 $77.9M 0.47% +210,403 13F-HR/A Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 409,009 $76.3M 7.86% -3,032 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 407,273 $76M 0.44% +66,822 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 404,569 $75.4M 0.03% +21,836 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 402,769 $75.1M 0.96% +8,084 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 400,453 $75M 6.84% +18,707 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 399,519 $74.5M 0.85% -12,259 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 386,711 $72.1M 0.32% +18,856 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 382,277 $71.3M 3.81% -215,520 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 375,155 $70M 0.06% -12,171 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 372,373 $69.4M 13.19% +9,967 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 370,045 $69.4M 1.45% -7,449 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 370,513 $69.1M 0.01% new 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 366,983 $68.4M 1.91% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 362,262 $67.6M 1.07% -1,473 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 359,325 $67M 4.56% +472 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 357,328 $66.6M 1.19% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 356,932 $66.6M 5.46% +8,282 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 355,454 $66.3M 2.16% -49 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 349,014 $65.1M 2.84% -54,987 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 348,420 $65M 0.27% +46,376 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 346,909 $64.7M 6.5% +4,472 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 346,440 $64.6M 1.3% -3,547 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 344,712 $64.3M 0.15% -13,873 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 344,269 $64.2M 0.1% +18,655 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 337,419 $62.9M 2.89% +3,442 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 337,170 $62.9M 4.23% +17,358 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 333,509 $62.2M 0.77% +24,433 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 331,479 $61.8M 4.02% +32,418 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 329,979 $61.5M 3.04% -15,824 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 329,165 $61.4M 2.43% +3,440 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 325,567 $61M 12.44% +18,136 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 323,605 $60.3M 6.98% +6,569 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 321,270 $59.9M 0.11% +65,326 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 317,127 $59.1M 17.35% +14,059 13F-HR Timeline Trust Co More: the full row for Trust Co 316,403 $59M 6.04% +2,843 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 314,712 $58.7M 5.53% +33,400 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 312,819 $58.3M 0.2% +11,424 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 312,609 $58.3M 1.24% +6,553 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 307,832 $57.4M 2.02% -2,079 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 301,476 $56.2M 9.72% +926 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 300,344 $56M 1.87% -5,190 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 299,321 $55.8M 7.93% -8,131 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 298,535 $55.7M 0.96% +15,122 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 293,726 $55.1M 3.43% -1,114 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 287,791 $53.7M 0.81% +207,677 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 286,522 $53.4M 8.21% +22,275 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 284,685 $53.1M -13,834 Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 279,081 $52M 17.41% +5,841 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 276,053 $51.5M 0.28% +10,681 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 273,151 $50.9M 2.18% +25,205 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 271,967 $50.7M 2.87% +4,498 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 270,495 $50.4M 7.38% +8,192 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 270,407 $50.4M 5.21% +17,568 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 263,456 $49.1M 8.53% +9,804 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 260,601 $48.6M 17.24% +5,608 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 261,047 $48.6M 7.63% +6,862 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 259,846 $48.5M 6.8% +6,633 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 257,775 $48.2M 2.95% +8,701 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 254,415 $47.4M 0.3% +14,297 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 251,657 $47.2M 0.21% +10,405 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 254,429 $47.1M 0.68% -6,167 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 250,106 $46.9M 11.41% +9,015 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 248,979 $46.4M 0.46% -4,551 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 247,792 $46.2M 0.55% +25,189 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 246,907 $46M 1.06% +13,652 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 245,990 $45.9M 0.01% +310 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 244,336 $45.6M 12.59% +8,050 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 241,396 $45M 5.8% +3,094 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 235,561 $43.9M 5.08% -1,582 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 232,863 $43.4M 2.92% +6,589 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 232,811 $43.4M 0.05% +113,757 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 232,281 $43.3M 8.12% +12,886 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 232,227 $43.3M 4.93% +3,805 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 232,913 $43M 17.24% +993 13F-HR Timeline