BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 334,520,544 $28.8B 1.86% +279,871,726 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 219,112,994 $18.1B 7.26% +179,884,185 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 89,529,557 $7.71B 0.41% +74,665,787 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 59,506,471 $5.13B +50,656,358 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 38,876,521 $3.35B 5.95% +32,373,366 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 36,092,119 $3.11B +29,966,214 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 33,367,717 $2.87B 0.65% +27,971,885 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 26,191,295 $2.26B 0.39% +21,764,215 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 23,707,792 $2.04B 0.41% +19,684,850 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,330,170 $2.01B 7.68% +19,678,907 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 22,160,469 $1.91B +18,564,853 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 21,880,400 $1.88B 0.51% +18,305,187 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 15,758,373 $1.36B 3.95% +15,604,155 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 15,218,429 $1.31B 0.06% +12,639,124 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,202,294 $1.31B 11.42% +14,712,907 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,891,669 $1.26B 0.42% +2,637,724 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 14,652,011 $1.26B 1.15% +12,353,462 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,743,482 $1.18B 0.2% +11,494,413 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. 13,625,687 $1.17B 0.58% +11,339,744 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 13,463,288 $1.16B 11.11% +11,265,041 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,692,264 $992M 0.06% +9,744,768 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,171,893 $962M 1.01% +9,273,698 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,927,884 $941M 5.2% +9,116,675 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,888,180 $938M 0.5% +9,112,231 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 10,634,944 $916M 0.15% +8,822,748 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 9,627,196 $829M 0.8% +8,038,008 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 9,146,871 $788M 0.99% +7,561,600 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 8,977,301 $773M 0.68% +7,505,267 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,638,955 $744M 5.51% +153,875 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,516,080 $734M 1.12% +7,192,824 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 7,959,331 $686M 0.81% +6,733,327 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 7,690,071 $662M 7.07% +6,448,614 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 7,621,304 $656M 16.3% +6,346,920 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,536,277 $649M 8.09% +6,549,521 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,250,283 $625M 0.29% +6,286,580 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,101,778 $612M 0.06% +5,897,375 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 6,789,918 $585M 4.38% +5,636,058 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 6,713,568 $578M 0.8% +5,296,330 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,330,358 $545M 0.65% +5,293,142 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 6,247,469 $538M 5.91% +5,207,452 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 5,553,529 $478M 8.61% +4,564,107 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,261,607 $453M 0.55% +4,565,333 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,950,558 $426M 2.65% +4,126,335 13F-HR/A Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 4,897,053 $422M +4,090,837 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,770,796 $411M 2.39% +3,997,702 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 4,642,430 $400M 0.82% +3,979,415 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 904,105 $395M 14.44% 0 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 4,510,643 $389M +3,747,766 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,507,151 $388M 0.32% +3,768,559 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 4,488,264 $387M 1.79% +3,790,163 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,415,332 $380M 2.09% +3,737,983 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 4,384,499 $378M 13.08% +3,677,619 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 4,221,531 $364M 0.41% +3,377,222 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,180,396 $360M 3.55% +3,524,140 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 4,071,643 $351M 8.98% +3,352,590 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,032,317 $347M 0.48% +3,390,912 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,787,752 $326M 1.52% +3,173,792 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,704,637 $319M 0.72% +3,166,058 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,676,126 $317M 0.49% +3,061,522 13F-HR Timeline Group Bell Bank More: the full row for Bell Bank 3,599,467 $310M 11.83% +2,991,387 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,519,123 $303M 2.01% +3,271,582 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,499,308 $301M 0.52% +2,905,679 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 3,443,452 $297M +2,860,014 Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 3,327,139 $287M 20.44% +2,800,246 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,261,088 $281M 1.55% +2,706,552 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,974,350 $259M 0.43% +2,507,225 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,759,568 $238M 6.25% +2,324,150 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 1,888,047 $232M 0.68% +1,690,887 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,670,986 $230M 10.31% +2,229,368 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,655,293 $229M 2.3% +2,228,359 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,648,650 $228M 2.86% +2,025,845 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 2,576,840 $222M 11.92% +2,151,292 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,542,101 $219M 1.31% +1,889,703 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,524,114 $217M 11.87% +2,109,106 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 2,460,865 $212M 11.98% +2,051,291 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 2,445,104 $211M 4.4% +2,022,013 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,441,322 $210M 0.63% +2,036,722 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 2,439,040 $210M +2,028,716 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,251,293 $194M 0.11% +1,890,357 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,187,134 $188M 0.94% +1,841,664 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,181,783 $188M 1.44% +1,875,125 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 2,173,600 $187M 12.68% +1,837,301 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,160,364 $186M 0.76% +1,839,281 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,136,784 $184M 9.44% +1,780,703 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 2,105,718 $181M 3.43% +1,754,765 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,069,696 $178M 11.41% +1,744,039 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 1,994,250 $172M 24.71% +1,650,917 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 1,993,744 $172M 29.68% +1,669,767 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,953,898 $168M 0.28% +1,632,126 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,940,390 $167M 8.24% +1,594,078 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,928,693 $166M 6.71% +1,616,044 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,816,708 $156M 9.72% +1,551,986 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,813,507 $156M 1.71% +1,529,438 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,749,120 $151M 1.79% +1,525,113 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,659,535 $143M 3.84% +1,391,548 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,649,735 $142M 12.71% +1,377,447 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,632,494 $141M 0.17% +1,360,275 13F-HR/A Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,595,899 $137M 0.61% +1,332,503 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 1,582,375 $136M 4.24% +1,316,422 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 1,544,459 $133M 16.58% +1,296,438 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,526,650 $132M 0.34% +1,276,220 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,521,794 $131M 0.18% +1,157,042 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 1,515,767 $131M 11.07% +1,256,511 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,495,364 $129M 10.74% +1,248,837 13F-HR/A Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,454,679 $125M 17.84% -114,434 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 1,452,410 $125M 19.68% +1,217,226 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,435,072 $124M 0.63% +1,200,765 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,429,857 $123M 9.35% +1,192,849 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,421,882 $122M 0.56% +950,410 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,409,521 $121M 9.53% +1,188,426 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,407,673 $121M 1.28% +1,188,601 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,407,442 $121M 4.19% +1,166,275 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 1,404,506 $121M 1.54% +1,173,626 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,382,122 $119M 1.19% +1,193,493 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 1,376,479 $119M 0.82% +1,140,359 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 1,379,712 $117M +1,132,389 Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,355,155 $117M 10.45% +1,133,560 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,348,377 $116M 0.79% +1,127,408 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,330,946 $115M 0.57% +1,140,709 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,330,069 $115M 2.07% +1,100,095 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,296,527 $112M 3.97% +984,281 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 1,292,359 $111M 0.04% +1,127,453 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,282,340 $110M 3.73% +916,671 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 1,268,563 $109M 7.6% +1,064,714 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 1,254,223 $108M +1,049,872 Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,224,556 $105M 2.25% +1,022,377 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,206,562 $104M 0.44% +1,007,068 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,203,016 $104M 0.38% +1,005,261 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 1,194,201 $103M 17.98% +965,765 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,192,521 $103M 0.96% +1,044,474 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,199,589 $103M 11.96% +993,795 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,164,534 $100M 2.16% +974,180 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,150,200 $99.1M 0.07% +274,320 13F-HR Timeline Group Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 1,141,794 $98.4M 11.36% +950,040 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,113,696 $96.4M 13.84% +929,914 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,118,890 $96.4M 8.45% +927,611 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,114,224 $96M 0.37% +983,661 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,108,162 $95.5M 0.1% +920,342 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,106,002 $95.3M 4.87% +916,652 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,073,414 $92.5M 0.79% +946,008 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,063,030 $91.6M 0.6% +889,960 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 1,052,890 $90.7M 10.4% +886,795 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 1,035,344 $89.2M 11.4% +855,391 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,027,145 $88.5M 1.05% +855,507 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 1,015,801 $87.5M 0.01% +846,103 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,007,937 $86.8M 8.33% +841,998 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 1,006,814 $86.7M 0.1% +860,436 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,005,342 $86.6M 1.16% +842,144 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 996,127 $85.8M 1.09% +823,922 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 964,154 $83.1M 2.07% +804,589 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 964,042 $83M 7.65% +961,610 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 948,861 $81.7M 0.19% +806,475 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 941,433 $81.1M 12.45% +780,582 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 937,700 $80.8M 0.16% +800,412 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 929,025 $80M 2.23% +773,337 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 932,446 $78.1M 1.57% +28,077 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 899,647 $77.5M 0.4% +758,785 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 896,392 $77.2M 4.67% +746,496 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 895,910 $77.2M 0.87% +776,594 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 880,459 $75.8M 0.27% +706,130 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 879,889 $75.8M 9.1% +732,544 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 875,866 $75.4M 0.85% +730,599 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 874,516 $75.3M 0.03% +736,454 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 871,237 $75M 1.39% +806,120 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 870,799 $75M 3.7% +746,074 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 870,101 $75M +723,609 Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 861,587 $74.2M +766,284 Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 858,558 $74M 2.43% +713,377 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 856,907 $73.8M 14.04% +703,846 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 853,996 $73.6M 1.01% +712,714 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 850,288 $73.2M 5.19% +712,886 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 841,422 $72.9M 9.01% +704,512 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 838,589 $72.2M 0.21% +699,140 13F-HR Timeline Group Brickley Wealth Management More: the full row for Brickley Wealth Management 835,687 $72M 10.34% +697,840 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 825,945 $71.1M 22.06% +694,155 13F-HR Timeline Permanens Capital L.P. 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More: the full row for Nadler Financial Group, Inc. 783,592 $67.5M 5.72% +649,638 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 777,251 $67M 5.84% +644,250 13F-HR Timeline American Trust More: the full row for American Trust 772,322 $66.5M 5.13% +633,433 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 768,216 $66.2M 0.89% +646,881 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 755,825 $65.3M 0.11% +637,056 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 745,011 $64.2M 0.04% +697,106 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 742,981 $64M 1.16% +611,199 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 739,754 $63.7M 10% +619,935 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 735,408 $63.3M 2.34% +609,606 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 735,402 $63.3M 3.17% +643,269 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 733,495 $63.2M 5.07% +611,663 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 732,355 $63.1M 3.11% +609,536 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 728,319 $62.7M 3.74% +602,502 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 727,809 $62.7M 3.99% +719,241 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 725,524 $62.5M 2.43% +603,501 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 708,044 $61M 13.95% +567,498 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 703,389 $60.6M 1.31% +584,468 13F-HR Timeline