BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 131,676,968 $25.8B 1.89% -4,471,995 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 51,321,269 $9.92B 4.77% -3,951,795 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 33,645,562 $6.6B 0.4% +473,640 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 23,069,802 $4.53B +2,127,604 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 13,693,573 $2.69B +1,024,504 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,405,110 $2.24B 0.52% +222,246 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,180,221 $2.19B 0.58% +438,590 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 8,736,451 $1.71B 0.53% -23,229 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,492,812 $1.67B 0.33% +251,358 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,418,734 $1.65B 8.12% +502,824 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 7,740,408 $1.52B 1.62% +296,977 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 6,973,040 $1.37B -165,050 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,662,268 $1.31B 2.29% +277,025 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,815,364 $1.14B 0.22% +34,371 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,611,282 $1.1B 6.67% +46,820 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 5,237,874 $1.03B 21.11% +16,848 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 5,060,711 $993M 1.16% +5,332 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 4,864,568 $954M 1.81% -109,422 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,544,984 $892M 0.05% +22,125 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,540,035 $891M 0.55% +446,635 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,375,136 $858M -39,034 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,247,947 $833M 0.48% +4,606 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,949,851 $762M 0.05% +200,708 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,838,454 $753M 0.69% +72,744 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,521,088 $691M 0.73% +60,127 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,430,591 $673M 7.37% -239,278 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,371,516 $661M 4.98% +93,746 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 3,074,772 $603M 0.11% -422,361 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,862,779 $562M 0.07% -125,930 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 2,846,109 $558M 22.49% +2,824,052 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 2,701,704 $530M 19.38% +592,200 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,636,976 $517M 0.72% -75,826 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,586,209 $507M 0.81% +1,540,208 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,563,530 $503M 0.74% +196,868 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,405,835 $472M 0.64% -203,053 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,403,123 $471M 9.87% -1,787 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,329,100 $457M 0.29% -323,746 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,176,884 $427M 5.24% +58,942 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,920,543 $377M 6.34% +20,425 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,792,680 $352M 4.33% +62,703 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,791,053 $351M 13.7% +209,795 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,768,345 $347M 4.16% +64,657 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,691,366 $332M 0.31% +16,828 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 1,625,697 $319M 13.52% +21,612 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,623,206 $319M 0.45% +290,185 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,591,664 $312M 5.41% +56,606 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,511,322 $297M 0.46% +25,062 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,454,595 $285M 0.51% +107,297 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,446,101 $284M 0.63% -288,125 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,433,905 $281M 1.73% -17,629 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,407,931 $276M 0.56% -32,322 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,399,269 $275M 7.95% -95,402 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,398,300 $274M +51,287 Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 1,375,849 $263M 21.15% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,316,904 $258M 1.37% +322,912 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,237,731 $243M 1.31% -19,431 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,173,261 $230M 0.64% -213,437 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,165,912 $229M 0.66% +267,888 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,187,977 $227M 0.07% +76,807 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,155,842 $227M 2.26% -10,324 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,141,620 $224M 0.81% -78,652 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,084,070 $213M 1% +14,463 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,079,577 $212M 0.29% 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,079,480 $212M 12.69% -10,791 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,069,631 $210M 2.4% +32,438 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,053,222 $207M <0.01% -863,353 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,028,947 $202M 0.52% +82,001 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,014,417 $199M 2.11% -28,455 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 997,691 $196M 1.46% +28,587 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 985,079 $193M 12.32% +13,672 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 976,626 $192M 6.37% -510,056 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 969,895 $190M 5.52% -692,359 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 972,713 $190M 0.27% -171,293 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 909,566 $178M 1.51% -207,523 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 902,783 $177M 0.12% -35,479 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 894,868 $176M 6.17% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 861,724 $169M 25.2% +29,719 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 858,103 $168M 0.52% +91,454 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 854,071 $168M 0.44% -5,774 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 852,879 $167M 14.25% +39,577 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 799,707 $167M 19.22% +24,588 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 845,174 $166M 7.29% +39,240 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 799,450 $157M 11.9% +394,145 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 781,277 $153M 0.86% +40,143 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 763,114 $150M 15.1% -10,726 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 756,686 $148M 3.14% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 750,841 $147M 1.35% +56,492 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 742,120 $146M 14.63% +14,152 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 738,418 $145M 8.93% -10,054 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 704,920 $138M 2.75% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 700,170 $137M 11.55% -3,467 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 696,791 $137M 14.28% +15,901 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 689,900 $135M +18,211 Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 676,693 $133M 1.54% -20,221 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 662,211 $130M 5.94% +33,783 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,146,092 $128M 0.83% -156,188 13F-HR Timeline Group Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 623,769 $127M 18.83% -59,760 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 607,077 $127M 3.55% +502,048 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 644,088 $126M 0.15% -187,815 13F-HR Timeline Group Brickley Wealth Management More: the full row for Brickley Wealth Management 644,008 $126M 21.67% +2,654 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 640,487 $126M 4.73% +31,120 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 638,267 $125M 3.83% +287,191 13F-HR/A Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 633,314 $124M 1.73% -3,978 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 611,272 $120M +196,691 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 604,953 $119M 3.53% -7,139 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 599,227 $118M 15.15% +37,934 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 585,861 $115M 16.45% +14,106 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 579,032 $114M 1.78% +12,108 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 577,790 $113M 6.85% +490 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 575,730 $113M 6.99% +11,458 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 573,956 $113M 8.87% +17,693 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 566,895 $111M 0.17% +54,013 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 558,234 $110M 1.04% +119,971 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 552,948 $108M 1.38% +71,111 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 547,477 $107M 5.79% +47,547 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 542,399 $106M 10.16% +2,641 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 538,505 $106M 0.9% -64,943 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 533,771 $105M 13.01% +26,858 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 523,585 $103M 0.83% -51,436 13F-HR Timeline Group Euclidean Capital LLC More: the full row for Euclidean Capital LLC 520,000 $102M 26.01% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 519,060 $102M 0.4% -9,758 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 517,970 $102M 16.19% -994 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 512,049 $100M 9.43% +54,184 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 511,287 $100M 9.67% +9,098 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 502,637 $98.6M 2.29% +4,438 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 501,531 $98.4M 5.15% -2,047 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 499,413 $98.3M 0.49% +33,280 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 494,023 $96.9M 6.88% -88,839 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 481,121 $94.4M 0.14% +18,322 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 473,952 $93M 17.32% -7,299 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 467,203 $91.7M new Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 465,070 $91.2M 5.55% +221,141 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 463,860 $91M 0.13% +47,919 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 463,695 $91M 9.15% +2,890 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 461,873 $90.6M 3.69% -28,390 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 452,560 $88.8M 0.43% -19,025 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 451,562 $88.6M 2.5% -36,112 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 431,968 $87.7M 11.09% -3,446 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 428,813 $84.1M 0.43% +12,471 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 425,081 $83.4M 0.34% +4,883 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 418,100 $82M 1.03% -298 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 410,702 $80.6M 11.18% -36,164 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 408,303 $80.1M 8.16% +1,198 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 400,499 $78.6M 0.26% +92,357 13F-HR/A Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 382,983 $75.1M 13.25% +3,390 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 381,531 $74.9M 0.84% -6,068 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 380,500 $74.7M 1.04% -5,578 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 375,036 $73.6M 11.91% +319,174 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 367,950 $72.2M 0.14% -71,604 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 367,088 $72M 1.77% +105 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 364,990 $71.6M 1.32% +3,010 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 358,937 $70.4M 4.39% +6,037 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 357,328 $70.1M 1.46% 0 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 357,139 $70.1M 5.85% +1,093 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 353,628 $69.4M 4.51% +415 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 353,271 $69.3M 0.81% +1,858 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 352,714 $69.2M 6.86% +2,048 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 351,924 $69M 10.01% +43,416 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 351,488 $69M 13.31% +14,170 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 351,113 $68.9M 1.06% -3,877 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 345,293 $67.7M 0.17% -2,991 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 343,665 $67.4M 2.1% -4,527 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 343,483 $67.4M 0.74% +13,036 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 340,165 $66.7M 1.16% -2,237 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 338,073 $66.3M 9.63% -38,274 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 329,930 $64.7M 17.93% +3,948 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 329,649 $64.7M 2.99% -1,794 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 327,253 $64.2M 0.28% +71,669 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 326,948 $64.1M 1.3% +15,695 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 322,584 $63.3M 0.47% +21,373 13F-HR Timeline Trust Co More: the full row for Trust Co 319,770 $62.7M 5.88% +1,454 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 316,399 $62.1M 8.24% +11,056 13F-HR Timeline OARSMAN CAPITAL, INC. 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