BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 136,148,963 $26B 1.89% +2,340,458 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 55,273,064 $10.6B 6.44% +1,306,280 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 33,171,922 $6.34B 0.38% -41,121 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 20,942,198 $4B -1,587,281 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 12,669,069 $2.42B -931,931 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,182,864 $2.14B 0.48% +70,343 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,741,631 $2.05B 0.56% +158,367 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,759,680 $1.67B 0.52% +836,994 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,241,454 $1.57B 0.31% +536,461 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,915,910 $1.51B 7.86% 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,443,431 $1.42B 1.55% +106,126 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 7,138,090 $1.36B +617,155 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,385,243 $1.22B 2.32% +155,177 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,780,993 $1.1B 0.19% +238,613 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,564,462 $1.06B 6.51% +106,000 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,221,026 $997M 20.32% -28,348 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,055,379 $966M 1.15% +335,023 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,973,990 $950M 1.81% -106,045 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,522,859 $864M 0.04% -4,902 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,414,170 $843M +1,089,793 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,243,341 $810M 0.44% -62,253 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,093,400 $782M 0.49% +227,315 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,765,710 $719M 0.71% +109,590 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,749,143 $716M 0.05% +226,579 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,669,869 $701M 7.66% -65,242 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,497,133 $668M 0.12% -17,049 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,460,961 $661M 0.72% +208,749 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,277,770 $626M 4.74% +47,840 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,988,709 $571M 0.08% +58,933 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,712,802 $518M 0.69% -571,833 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,652,846 $507M 0.35% +166,698 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,608,888 $498M 0.67% -713,851 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,404,910 $459M 9.36% +1,175 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,366,662 $452M 0.66% -21,558 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,117,942 $407M 5.19% +23,777 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,109,504 $403M 15.24% +33,241 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,916,575 $366M 0.01% +1,449,836 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,900,118 $363M 6.28% -212,535 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,734,226 $340M 0.46% +512,513 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,729,977 $330M 4.26% +38,791 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,703,688 $325M 3.76% +1,306 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,674,538 $320M 0.29% +90,857 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,662,254 $317M 9.33% -30,209 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,604,085 $306M 13.09% +147,681 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,535,058 $304M 5.39% +49,840 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,581,258 $302M 11.94% +66,794 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,494,671 $285M 8.35% +14,202 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 1,486,682 $284M 9.26% -12,209 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,486,260 $284M 0.44% +32,670 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 1,451,534 $277M 1.67% +32,842 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,440,253 $275M 0.56% -7,911 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,386,698 $265M 0.65% +98,105 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,375,849 $263M 21.18% +27,882 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,347,298 $257M 0.46% +480,241 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,347,013 $257M +153,128 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,333,021 $255M 0.37% +316,182 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,302,280 $249M 1.7% +72,074 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,257,162 $240M 1.31% +58,580 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,220,272 $233M 0.85% +125,474 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,166,166 $223M 2.29% -4,494 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,144,006 $219M 0.3% +65,464 13F-HR/A Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,117,089 $213M 1.72% -85,430 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,111,170 $212M 0.07% -155,924 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,090,271 $208M 12.34% +10,952 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,069,607 $204M 0.96% +86,153 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,046,001 $200M 0.34% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,042,872 $199M 2.11% -78,227 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,037,193 $198M 2.27% +72,296 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 993,992 $190M 1.33% +176,933 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 972,047 $186M 0.31% +19,288 13F-HR Timeline Group STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 971,407 $186M 12.39% +5,085 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 969,104 $185M 1.49% +76,196 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 946,946 $181M 0.48% -39,619 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 938,262 $179M 0.13% +220,353 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 898,024 $172M 0.46% +93,718 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 894,868 $171M 5.33% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 859,845 $164M 0.45% +303,741 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 832,005 $159M 23.35% +30,745 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 831,903 $159M 0.19% -8,271 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 813,302 $155M 14.39% +58,548 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 775,119 $154M 19.94% +52,983 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 805,934 $154M 7.08% 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 773,840 $148M 14.63% -6,471 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 766,649 $146M 0.53% +566,649 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 756,686 $145M 5.4% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 748,472 $143M 8.96% +40,127 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 741,134 $142M 0.79% +43,742 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 727,968 $139M 13.93% +32,333 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 683,529 $135M 21.78% +25,457 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 704,920 $135M 2.87% +117,518 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 703,637 $134M 11.28% +15,858 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 696,914 $133M 1.62% -24,144 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 694,349 $133M 1.67% +13,521 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 680,890 $130M 13.81% +25,671 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 671,689 $128M +19,565 Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 641,354 $122M 20.65% -753 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 637,292 $122M 1.63% -20,291 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 628,428 $120M 5.24% +33,225 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 612,092 $117M 3.53% -16,745 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 609,367 $116M 4.34% -6,982 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 603,448 $115M 0.85% +43,157 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 582,862 $111M 6.5% -4,019 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 577,300 $110M 6.75% -5,956 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 575,021 $110M 0.86% -12,692 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 571,755 $109M 15.95% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 566,924 $108M 1.88% +16,070 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 564,272 $108M 6.52% +14,345 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 561,293 $107M 13.98% -95,062 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 556,263 $106M 8.5% +22,121 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 539,758 $103M 9.95% +15,886 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 528,818 $101M 0.4% +180,398 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 506,913 $99.5M 12.5% +20,979 13F-HR Timeline Euclidean Capital LLC More: the full row for Euclidean Capital LLC 520,000 $99.3M 26.88% new 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 518,964 $99.1M 16.16% +1,893 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 512,882 $98M 0.15% +168,613 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 503,578 $96.2M 4.75% -27,300 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 502,189 $95.9M 8.92% +15,339 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 499,930 $95.5M 5.07% +25,442 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 498,199 $95.2M 2.31% +27,976 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 490,263 $93.6M 3.3% +160,284 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 487,674 $93.1M 2.71% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 481,837 $92M 1.35% +9,962 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 481,251 $91.9M 18.26% -1,937 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 471,585 $90.1M 0.51% +54,037 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 466,133 $89.1M 0.47% +40,627 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 462,799 $88.4M 0.13% -4,250 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 460,805 $88M 8.89% +4,674 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 457,865 $87.4M 9.08% +31,784 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 454,983 $86.9M +39,923 Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 446,866 $85.3M 11.66% +13,491 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 439,554 $84M 0.15% +351,153 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 438,263 $83.7M 0.9% +150,472 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 435,414 $83.2M 11.16% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 420,198 $80.3M 0.33% +33,487 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 418,398 $79.9M 0.99% +15,629 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 416,342 $79.5M 0.44% +9,069 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 415,941 $79.4M -109,920 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 415,869 $79.4M 0.03% +11,300 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 414,581 $79.2M -6,899 Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 407,105 $77.8M 7.87% -1,904 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 405,305 $77.4M 6.76% +4,852 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 387,599 $74M 0.84% -11,920 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 386,078 $73.7M 0.98% +306,453 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 379,593 $72.5M 13.24% +7,220 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 376,347 $71.9M 10.33% 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 366,983 $70.1M 1.9% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 366,370 $70M 5.69% +51,658 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 361,980 $69.1M 1.33% -8,065 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 358,385 $68.4M 3.56% -23,892 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 357,328 $68.2M 1.25% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 356,046 $68M 5.5% -886 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 354,990 $67.8M 1.04% -7,272 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 353,213 $67.5M 4.46% -6,112 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 352,900 $67.4M 4.34% +15,730 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 351,413 $67.1M 0.79% +17,904 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 351,076 $67.1M 2.47% +21,911 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 350,666 $67M 6.57% +3,757 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 348,284 $66.5M 0.15% +3,572 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 348,192 $66.5M 2.11% -7,262 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 343,484 $65.6M 4.14% +12,005 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 342,402 $65.4M 1.17% -4,038 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 338,587 $64.7M 0.04% -535,415 13F-HR Timeline Group Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 337,318 $64.4M 13.19% +11,751 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 331,443 $63.3M 2.83% -5,976 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 330,447 $63.1M 0.72% +31,912 13F-HR Timeline Group OLIO Financial Planning More: the full row for OLIO Financial Planning 325,982 $62.3M 17.46% +8,855 13F-HR Timeline Trust Co More: the full row for Trust Co 318,316 $60.8M 5.7% +1,913 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 311,253 $59.4M 1.2% -1,356 13F-HR Timeline Group Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 308,508 $58.9M 9.08% +45,052 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 308,142 $58.9M 0.19% -4,677 13F-HR/A Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 305,343 $58.3M 7.8% +6,022 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 304,877 $58.2M 9.86% +3,401 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 303,256 $57.9M 8.02% +16,734 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 291,662 $57.9M 3.37% -2,064 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 302,816 $57.8M 1.97% -5,016 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 301,211 $57.5M 0.47% +52,232 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 298,860 $57.1M 0.08% +240,808 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 294,306 $56.2M 0.3% +18,253 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 294,179 $56.2M 5.22% +23,772 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 288,995 $55.2M 0.44% -291,515 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 283,710 $54.2M 2.25% +10,559 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 282,438 $53.9M 17.87% +3,357 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 282,432 $53.9M 1.74% +97,899 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 280,648 $53.6M 0.31% +26,233 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 276,495 $52.8M 6.86% +16,649 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 276,181 $52.7M 0.04% -98,974 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 272,491 $52M -12,194 Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 264,300 $52M 7.87% +3,253 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 267,311 $51.1M 2.81% -4,656 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 265,857 $50.8M 7.33% -4,638 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 264,969 $50.6M 2.8% +7,194 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 263,681 $50.4M 17.38% +3,080 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 257,242 $49.1M 11.75% +7,136 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 255,584 $48.8M 0.21% +3,927 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 252,746 $48.3M 0.55% -1,683 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 252,119 $48.2M 5.89% +10,723 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 251,376 $48M 0.98% +4,469 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 250,436 $47.8M 0.01% +4,446 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 247,174 $47.2M 5.16% +14,947 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 245,399 $46.9M 12.58% +1,063 13F-HR Timeline