BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 47,877,294 $23.4B 1.7% +789,296 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,381,983 $19.2B 11.71% +4,166,873 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,385,761 $7.02B 0.42% -387,829 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 7,853,607 $3.83B -647,260 Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,494,674 $3.17B 6% -321,775 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,624,774 $2.74B -179,494 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,490,898 $2.68B 0.73% +24,146 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,323,203 $2.11B 0.41% +110,503 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,886,318 $1.9B 0.43% +18,225 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 3,601,607 $1.76B 4.21% +89,760 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,464,230 $1.69B 8.78% 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,328,639 $1.62B 0.51% +785,519 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,589,110 $1.26B 0.06% -32,333 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,481,930 $1.21B 24.67% -43,760 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,286,543 $1.12B 0.61% -41,880 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,240,580 $1.09B 11.95% +79,472 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,187,648 $1.07B 0.19% +13,815 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,124,059 $1.04B 1.13% +48,510 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 1,913,713 $934M 0.16% -17,642 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,832,360 $894M 1.06% +43,348 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,792,931 $875M 0.06% +52,721 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,773,369 $865M 5.3% -604 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,751,624 $855M 0.54% -24,482 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,651,530 $806M 1.07% -60,285 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,590,672 $776M 29.44% +76,192 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,576,796 $769M 0.84% -19,881 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,552,193 $757M 13.1% +50,790 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,456,421 $711M 0.7% -8,470 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,440,139 $703M 0.96% +34,642 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,370,951 $669M 5.06% -1,744 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,310,572 $639M 1.22% -156,019 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,279,517 $624M 16.92% -11,149 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,196,788 $584M 6.75% -22,066 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,180,163 $576M 0.08% +11,681 13F-HR/A Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,087,893 $531M 4.27% +13,243 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,078,000 $526M 0.7% +22,728 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,028,568 $502M 0.73% +21,056 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,025,872 $500M 10.08% +7,410 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 1,016,084 $500M 6.37% -1,872 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 981,225 $479M 9.75% -41,691 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 934,721 $456M 0.31% +56,703 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 827,704 $404M 15.27% +48 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 817,895 $399M 3.2% +7,018 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 816,840 $399M 0.59% -49,260 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 792,014 $386M 2.64% -73,122 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 773,761 $377M 0.92% +36,314 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 747,136 $364M +73,118 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 741,333 $362M 0.33% -5,505 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 746,845 $361M +138,879 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 736,666 $359M 2.91% +3,430 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 691,736 $337M 1.84% +26,432 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 666,181 $325M 9.5% -7,970 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 643,577 $314M 0.85% +124,594 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 625,220 $305M 3.93% -19,339 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 625,110 $305M 0.48% +35,172 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 608,419 $298M 0.4% +14,506 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 610,480 $298M 3.28% +32,974 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 599,927 $293M 2.33% -322,957 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 592,916 $289M 0.52% +171,125 13F-HR/A Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 591,692 $289M 11.41% +21,409 13F-HR Timeline Bell Bank More: the full row for Bell Bank 590,640 $288M 12.31% +22,343 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 589,392 $288M -21,061 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 556,035 $271M 0.4% -16,517 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 542,351 $265M 1.6% +8,853 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 536,198 $262M 0.08% -13,600 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 526,861 $257M 20.71% -1,669 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 522,057 $255M 1.79% +48,761 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 512,844 $250M 0.66% +12,205 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 509,821 $249M 0.51% +15,254 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 487,825 $238M 2.45% -1,040 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 464,381 $227M 1.07% +21,905 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 450,769 $220M 13.03% -3,586 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 447,284 $218M 6.8% +6,620 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 419,131 $204M 12.38% +5,641 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 413,468 $202M 4.54% -7,004 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 409,394 $200M 2.28% +7,818 13F-HR Timeline Group WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 406,187 $198M 12.42% +13,260 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 405,902 $198M 0.72% +3,934 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 379,265 $185M 0.13% +68,857 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 359,171 $175M 10.72% -34,064 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 350,953 $171M 3.15% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 347,034 $169M 8.37% +6,260 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 777,791 $163M 0.23% +25,132 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 329,844 $161M 17.66% +2,653 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 327,710 $160M 0.25% +82,237 13F-HR Timeline Group Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 321,170 $157M 25.55% -9,437 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 320,962 $157M 31.56% +4,236 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 320,457 $156M 6.82% +35,819 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 317,708 $155M 10.35% +1,473 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 316,871 $155M 1.13% +28,428 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 314,854 $154M 0.29% +8,948 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 309,261 $151M 0.84% +41,472 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 308,007 $150M 0.23% -26,156 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 300,632 $147M 0.77% +63,662 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 296,447 $145M 1.87% -697 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 292,462 $143M 0.17% -9,003 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 289,434 $141M 6.27% -724 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 284,541 $139M 12.86% +21,967 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 282,962 $138M -12,535 Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 267,583 $131M 0.62% 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 262,647 $128M 12.37% +887 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 262,150 $128M 12.81% -2,676 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 257,227 $125M 3.59% +5,388 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 250,815 $122M 3.56% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 249,896 $122M 0.33% +47,670 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 251,790 $122M 19.64% +9,370 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 243,326 $119M 11.99% -766 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 243,232 $119M 1.74% +10,609 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 240,299 $117M 2.3% -4,173 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 240,210 $117M 16.36% +2,054 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 238,376 $116M 9.3% +3,487 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 235,723 $115M 22.85% -1,504 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 228,862 $112M 19.07% -775 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 228,527 $111M 5.13% 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 228,416 $111M 0.88% -813 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 227,342 $111M 0.61% +829 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 224,017 $109M 9.17% +1,619 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 220,810 $109M 5.61% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 217,235 $106M 10.5% +272 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 235,956 $105M +1,861 Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 213,783 $104M 0.79% 13F-HR/A Timeline Group Members Trust Co More: the full row for Members Trust Co 203,891 $99.5M 3.24% -174 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 201,497 $98.3M 2.67% +110 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 198,665 $96.9M 10.06% +4,039 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 196,117 $96.1M 12.08% +6,335 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 196,274 $95.8M 0.39% +5,293 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 194,217 $94.8M 9.38% -8,536 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 192,796 $94.1M 3.47% +13,082 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 192,097 $93.7M +2,678 Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 191,065 $93.2M 2.26% +1,167 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 190,484 $92.9M 7.63% +3,918 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 188,912 $92.2M 0.39% +1,865 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 188,852 $92.1M 1.08% +18,684 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 188,429 $91.9M 12.33% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 181,934 $88.6M 0.35% +38,745 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 180,365 $88M 0.73% +16,873 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 179,724 $87.7M 11.98% +1,608 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 177,130 $86.4M 0.01% -1,324 13F-HR Timeline Group Crane Advisory, LLC More: the full row for Crane Advisory, LLC 175,086 $86.2M 13.04% +4,005 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 176,241 $86M 1.49% +151,539 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 171,961 $83.9M 0.58% +8,263 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 169,023 $82.5M 1.1% +140,512 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 455,261 $82M 8.96% +299,247 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 167,647 $81.8M 21.41% +10,176 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 162,275 $79.2M 7.35% -2,678 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 161,547 $78.8M 10.28% -92,228 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 160,721 $78.5M 2.57% -2,823 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 159,836 $78M 0.3% -5,730 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 157,828 $77M 0.18% -2,882 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 156,960 $76.6M 2.11% -265 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 155,481 $75.9M 1.16% -2,886 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 155,270 $75.8M 0.86% -8,352 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 153,555 $74.9M 2.55% -2,259 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 151,507 $73.9M 0.01% +141,411 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 148,241 $72.3M -49,671 Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 148,649 $71.9M 1.77% +1,161 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 144,167 $70.3M 4.65% -4,497 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 143,736 $70.1M 9.38% +2,135 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 143,401 $70M 12.78% +563 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 142,785 $69.7M 6.48% -756 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 141,720 $69.1M 8.47% +12,528 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 141,198 $68.9M 11.61% -2,567 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 141,104 $68.8M 1.8% -5,081 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 140,778 $68.8M 16.54% +3,312 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 140,202 $68.4M 1.05% -2,770 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 140,010 $68.3M 4.31% +2,473 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 139,581 $68.1M 0.85% +4,392 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 138,428 $67.5M 5.47% -3,362 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 138,166 $67.4M 5.16% +3,523 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 137,601 $67.2M 0.12% +110,682 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 135,982 $66.3M 0.36% +3,911 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 135,476 $66.1M 0.26% +1,307 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 135,411 $66.1M 0.03% +19,158 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 135,179 $65.9M 9.13% +6,167 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 135,137 $65.9M 6.46% -969 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 134,018 $65.4M 11.07% -4,898 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 133,850 $65.3M 0.03% +2,799 13F-HR Timeline Group Trust Co More: the full row for Trust Co 132,291 $64.5M 6.05% +1,038 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 131,460 $64.1M 4.36% -4,616 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 130,672 $63.7M 1.99% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 127,121 $62M 1.39% +395 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 125,393 $61.2M 22.17% +2,793 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 124,656 $60.8M 0.01% +21,549 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 124,581 $60.8M 5.26% +32,133 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 123,306 $60.2M 0.69% +16,568 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 123,276 $60.1M 2.61% -370 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 122,440 $59.7M 3.37% -5,372 13F-HR Timeline Rolek Wealth Management LLC More: the full row for Rolek Wealth Management LLC 119,495 $58.3M 39.97% +1,891 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 119,316 $58.2M 1.14% +77,940 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 118,818 $58M 1.39% -1,983 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 118,405 $57.8M 11.82% -2,530 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 117,736 $57.4M 2.79% -20,541 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 115,844 $56.5M 4.47% -54 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 114,772 $56M 0.32% +5,960 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 113,332 $55.3M 19.08% -1,816 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 113,131 $55.2M 0.18% +3,793 13F-HR/A Timeline Group GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 112,188 $54.7M 31.16% +3,815 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 112,136 $54.7M 3.27% +3,322 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 111,967 $54.6M 0.72% -3,096 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 110,289 $53.8M 0.11% +31,955 13F-HR Timeline