BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 47,087,998 $22.6B 1.69% -2,298,992 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 35,215,110 $16.8B 11.43% +156,187 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,773,590 $7.09B 0.43% +214,375 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,500,867 $4.08B +191,377 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,816,449 $3.27B 6.24% -435,057 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,804,268 $2.78B 0.54% -112,173 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,466,752 $2.62B 0.77% +130,955 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,212,700 $2.02B 0.41% +90,799 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,868,093 $1.86B 0.43% -18,025 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,511,847 $1.68B 4.09% -107,876 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,621,443 $1.26B 0.07% -68,357 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,543,120 $1.22B 0.39% +71,639 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,525,690 $1.21B 24.95% -34,084 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,328,423 $1.12B 0.68% -752 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,173,833 $1.04B 0.19% +130,543 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,161,108 $1.04B 11.77% -15,108 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,075,549 $995M 1.16% +749,235 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 1,931,355 $926M 0.17% -24,859 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,789,012 $858M 1.11% +2,196 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,776,106 $852M 0.57% -9,433 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,773,973 $851M 5.44% +15,636 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,740,210 $835M 0.05% +8,476 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,711,815 $821M 1.06% -80,785 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,596,677 $766M 0.87% +44,605 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,514,480 $726M 26.76% +208,967 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,501,403 $721M 12.55% +83,885 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,466,591 $703M 1.43% -19,856 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,464,891 $703M 0.76% -3,412 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,405,497 $674M 1.06% +932,235 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,372,695 $658M 5.23% +503,034 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,290,666 $619M 17.27% -25 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,218,854 $585M 6.77% +23,630 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,168,482 $560M 0.08% -16,607 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,074,650 $515M 4.21% +1,066,150 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,055,272 $506M 0.69% +24,618 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,022,916 $491M 10.04% -10,392 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,017,956 $489M 6.37% -6,436 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,018,462 $488M 10.42% -4,405 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,007,512 $476M 0.67% +82,880 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 922,884 $443M 2.31% +25,908 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 878,018 $421M 0.29% +6,832 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 866,100 $415M 0.64% -176,800 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 865,136 $415M 3.05% +15,279 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 827,656 $397M 15.54% -76,127 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 810,877 $389M 3.58% -6,576 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 746,838 $358M 0.33% +10,952 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 737,447 $354M 0.94% -47,963 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 733,236 $352M 3.51% +16,667 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 674,151 $323M 9.22% -23,938 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 674,018 $323M -4,913 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 665,304 $319M 1.83% -53,373 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 644,559 $309M 4.16% +166,879 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 610,453 $293M -77,069 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 607,966 $292M +13,803 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 593,913 $286M 0.43% -7,091 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 589,938 $283M 0.45% +119,951 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 577,506 $277M 3.22% +1,478 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 572,552 $275M 0.45% +177,971 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 570,283 $274M 11.1% +11,714 13F-HR Timeline Bell Bank More: the full row for Bell Bank 568,297 $273M 11.81% -17,972 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 549,798 $264M 0.08% -173,045 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 533,498 $256M 1.84% +2,171 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 528,530 $253M 21.07% -1,403 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 518,983 $249M 0.75% -13,207 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 500,639 $240M 0.66% +18,444 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 494,567 $237M 0.51% -19,467 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 488,865 $234M 2.37% -59,558 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 473,296 $227M 1.93% +148,355 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 454,355 $218M 10.95% -7,196 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 442,476 $212M 1.04% +4,462 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 440,664 $211M 6.81% -6,430 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 421,791 $202M 0.4% +64,916 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 420,472 $202M 4.69% -5,047 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 413,490 $198M 12.42% +4,716 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 401,968 $193M 0.88% -11,759 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 401,576 $193M 2.3% +15,355 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 393,235 $189M 11.88% -7,143 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 392,927 $188M 12.47% -17,790 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 350,953 $168M 3% new 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 340,774 $163M 8.16% +18,851 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 334,163 $159M 0.27% new 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 330,607 $159M 26.22% -25,128 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 327,191 $156M 18.33% +4,954 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 316,726 $152M 31.7% -7,222 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 316,235 $152M 10.22% -24,284 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 310,408 $149M 0.11% +13,491 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 305,906 $147M 0.29% +15,751 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 301,465 $145M 0.17% -1,388 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 297,144 $143M 1.88% -4,223 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 295,497 $142M +3,071 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 290,158 $139M 6.46% +279,625 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 288,443 $138M 1.07% +19,806 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 284,638 $137M 6.18% +1,388 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 267,789 $128M 0.78% +100,566 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 264,826 $127M 13.21% -10,093 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 262,574 $126M 12.62% +11,802 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 261,760 $126M 12.71% +2,476 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 253,775 $122M 18.17% -48,212 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 251,839 $121M 3.53% +12,771 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 250,968 $120M 13.78% +83,229 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 246,861 $118M 0.57% +15,489 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 245,473 $118M 0.18% +8,874 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 244,472 $117M 2.45% +584 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 244,092 $117M 12.31% -1,596 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 242,420 $117M 20.57% -43,488 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 238,156 $114M 17.41% -3,571 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 237,227 $114M 23.99% +1,172 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 237,107 $114M 0.69% -4,651 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 236,970 $114M 0.73% +11,585 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 234,889 $113M 9.44% +8,704 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 232,623 $112M 1.7% -5,231 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 229,637 $110M 19.29% -3,203 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 229,229 $110M 0.89% -22,421 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 226,513 $109M 0.62% +3,675 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 222,398 $107M 9.27% -6,204 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 220,810 $106M 6.35% +3,100 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 216,963 $105M 10.86% +3,643 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 234,095 $102M +4,584 Timeline Members Trust Co More: the full row for Members Trust Co 204,065 $97.9M 3.22% -710 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 202,753 $97.2M 9.92% -4,204 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 202,226 $97M 0.26% +12,926 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 201,387 $96.6M 2.7% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 197,912 $94.9M +3,520 Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 194,626 $93.3M 10.85% +9,609 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 193,260 $92.7M +3,345 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 190,981 $91.6M 0.41% +7,327 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 189,898 $91.1M 2.22% -961 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 189,782 $91M 12.13% +16,086 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 187,047 $89.8M 0.4% +6,706 13F-HR/A Timeline One Day In July LLC More: the full row for One Day In July LLC 186,566 $89.5M 7.57% +12,263 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 179,714 $86.2M 3.41% +5,488 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 178,738 $85.7M 2.05% +8,056 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 178,454 $85.6M 0.01% -4,182 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 178,116 $85.4M 12.33% -3,575 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 171,081 $83.2M 13.08% +1,651 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 170,168 $81.6M 1.01% +16,639 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 165,566 $79.4M 0.3% -85,237 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 164,953 $79.1M 8.17% +1,254 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 163,698 $78.5M 0.52% +16,230 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 163,622 $78.5M 0.9% -5,408 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 163,544 $78.4M 2.7% -9,890 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 163,492 $78.4M 0.75% +64,627 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 160,710 $77.1M 0.18% +2,353 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 158,367 $76M 1.2% -4,662 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 157,471 $75.5M 22.54% +2,957 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 157,225 $75.4M 2.15% -2,995 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 156,014 $74.8M 8.52% +1,695 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 155,814 $74.7M 2.63% -4,851 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 147,488 $74M 1.94% -814 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 148,664 $71.3M 4.85% -2,714 13F-HR Timeline Total Wealth Planning, LLC More: the full row for Total Wealth Planning, LLC 147,930 $70.9M 8.21% -5,841 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 146,185 $70.1M 1.93% -2,513 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 143,765 $69M 12.02% +22,878 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 143,541 $68.8M 6.56% -5,125 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 143,189 $68.7M 0.28% +605 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 142,972 $68.6M 1.03% -4,425 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 142,838 $68.5M 13.01% -2,972 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 141,790 $68M 5.57% +146 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 141,601 $67.9M 9.65% -11,119 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 139,773 $67M 0.26% -2,431 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 138,916 $66.6M 11.52% -3,193 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 138,277 $66.3M 2.72% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 137,537 $66M 4.28% +3,515 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 137,466 $66M 17.44% +15,971 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 136,106 $65.3M 6.56% -5,113 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 136,076 $65.3M 4.48% +126,299 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 135,189 $64.8M 0.83% -1,886 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 134,643 $64.6M 5.1% +3,120 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 134,169 $64.3M 0.24% -3,483 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 132,071 $63.3M 0.34% +4,066 13F-HR Timeline Trust Co More: the full row for Trust Co 131,253 $63M 6.44% -1,111 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 131,051 $62.9M 0.03% +3,302 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 130,672 $62.7M 2.06% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 129,012 $62.3M 9.58% +2,348 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 127,812 $61.3M 3.56% +175 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 126,726 $60.8M 1.58% +13,445 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 92,448 $59.5M 6.88% -31,822 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 123,646 $59.3M 2.63% -108 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 122,600 $58.8M 23.78% -6,106 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 120,935 $58.1M 11.84% +4,628 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 120,956 $58M 1.11% +3,184 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 120,801 $57.9M 1.43% -550 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 117,604 $56.4M 42.35% +748 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 116,253 $55.8M 0.04% +19,662 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 115,898 $55.6M 4.41% -271 13F-HR Timeline Chaney Capital Management, Inc. 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Prosperity Capital Advisors 108,814 $52.2M 3.03% +11,475 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 108,812 $52.2M 0.33% +5,454 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 106,242 $52M 3.86% -1,264 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 108,373 $52M 30.08% +3,379 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 106,738 $51.2M 12.71% -7,924 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 106,738 $51.2M 0.88% +7,251 13F-HR Timeline Group Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 105,908 $50.8M 12.36% +2,684 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 105,742 $50.7M 13.39% -13,588 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 104,972 $50.3M 12.47% -347 13F-HR Timeline