BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 54,648,818 $23.9B 1.74% +6,771,524 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,228,809 $16.6B 7.96% -153,174 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 14,863,770 $6.49B 0.39% +478,009 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 8,850,113 $3.87B +996,506 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,125,905 $2.68B +501,131 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 5,395,832 $2.36B 0.63% -95,066 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,427,080 $1.93B 0.39% +103,877 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,022,942 $1.75B 0.41% +136,624 13F-HR/A Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,651,263 $1.59B 7.84% +187,033 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 3,595,616 $1.57B -5,991 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,575,213 $1.56B 0.48% +246,574 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,579,305 $1.13B 0.06% -9,805 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,497,362 $1.09B 22.41% +15,432 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,298,549 $1B 1.07% +174,490 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,285,943 $998M 0.58% -600 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,249,069 $982M 0.19% +61,421 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,198,247 $960M 10.51% -42,333 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,898,195 $829M 0.97% +65,835 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,947,496 $818M 0.06% +154,565 13F-HR/A 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 1,812,196 $792M 0.15% -101,517 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,811,209 $791M 4.8% +37,840 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,775,949 $776M 0.48% +24,325 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,589,188 $694M 0.74% +12,392 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,585,271 $692M 0.97% -66,259 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 1,472,034 $643M 0.59% +15,613 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,485,080 $618M 4.65% +7,114,129 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,417,238 $618M 0.88% -22,901 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 1,348,578 $589M 9.91% -203,615 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,323,256 $578M 1.01% +12,684 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,274,384 $557M 16.15% -5,133 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,241,457 $542M 6.5% +44,669 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,226,004 $536M 0.78% +197,436 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,204,403 $526M 0.07% +24,240 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,153,860 $504M 4.27% +65,967 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,503,155 $473M 0.96% +8,481 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,040,017 $454M 5.58% +23,933 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,037,216 $453M 0.61% -40,784 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 989,422 $432M 8.75% -36,450 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 986,756 $431M 9.02% +5,531 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 963,703 $421M 0.27% +28,982 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 904,105 $395M 14.44% +76,401 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 875,880 $383M 0.32% +59,040 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 824,223 $360M 2.68% +6,328 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 806,216 $352M +59,080 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 773,094 $338M 2.53% +36,428 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 762,877 $326M +16,032 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 738,592 $323M 0.3% -2,741 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 719,053 $314M 9.09% +52,872 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 706,880 $309M 12.04% +115,188 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 696,274 $305M 0.43% +140,239 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 698,101 $305M 1.65% +6,365 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 677,349 $296M 2.32% +77,422 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 663,015 $290M 0.8% -110,746 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 656,256 $287M 3.26% +45,776 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 653,482 $285M 0.75% +9,905 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 641,405 $280M 0.44% +16,295 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 622,805 $272M 3.35% -2,415 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 614,604 $268M 0.48% +21,688 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 613,960 $268M 1.42% +91,903 13F-HR Timeline Bell Bank More: the full row for Bell Bank 608,080 $266M 11.26% +17,440 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 593,629 $259M 0.53% +83,808 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 526,893 $257M 20.69% +32 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 583,438 $255M -5,954 Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 554,536 $242M 1.49% +12,185 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 538,579 $235M 0.61% +25,735 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 652,398 $234M 1.51% -139,616 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 489,387 $214M 2.13% +1,562 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 471,472 $206M 0.97% +7,091 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 467,125 $206M 0.45% -141,294 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 441,618 $193M 11.55% -9,151 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 435,418 $190M 5.39% -11,866 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 426,934 $186M 2.13% +17,540 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 425,548 $186M 11.5% +6,417 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 423,091 $185M 4.12% +9,623 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 415,008 $181M 11.17% +8,821 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 410,324 $179M +127,362 Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 409,574 $179M 11.4% +91,866 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 404,600 $177M 0.64% -1,302 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 365,669 $160M 4.88% +172,873 13F-HR/A Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 364,752 $159M 0.25% +37,042 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 360,936 $158M 0.11% -18,329 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 356,081 $156M 9.39% -3,090 13F-HR Timeline Japan Science & Technology Agency More: the full row for Japan Science & Technology Agency 350,953 $153M 3.19% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 346,312 $151M 7.92% -722 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 345,470 $151M 0.85% +36,209 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 343,333 $150M 23.9% +22,163 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 336,299 $147M 15.04% +6,455 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 325,657 $142M 12.11% +41,116 13F-HR Timeline Rezny Wealth Management, Inc. More: the full row for Rezny Wealth Management, Inc. 323,977 $142M 30.47% +3,015 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 321,772 $141M 0.27% +6,918 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 321,083 $141M 0.69% +20,451 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 312,649 $137M 6.25% -7,808 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 312,246 $136M 5.49% -1,278,426 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 306,658 $134M 1.14% -10,213 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 1,569,113 $131M 19.44% +1,317,323 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 284,069 $124M 1.58% +40,837 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 253,945 $124M 0.04% -282,253 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 272,288 $119M 11.95% +10,138 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 272,219 $118M 0.17% -35,788 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 267,987 $117M 3.44% +10,760 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 265,953 $116M 3.86% +62,062 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 264,722 $116M 9.11% +26,346 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 263,396 $115M 0.57% -4,187 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 259,256 $113M 10.81% -3,391 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 250,430 $109M 0.31% +534 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 248,021 $108M 15.03% +7,811 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 247,541 $108M 3.05% -3,274 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 246,527 $108M 10.83% +3,201 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 241,167 $105M 4.63% +12,640 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 237,008 $104M 8.7% +12,991 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 236,120 $103M 0.83% +7,704 13F-HR Timeline Group Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 235,184 $103M 17.49% +6,322 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 234,307 $102M 0.52% +6,965 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 230,880 $101M 1.58% +54,639 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 229,974 $100M 1.98% -10,325 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 228,436 $99.8M 18.58% -7,287 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 247,323 $98.9M +11,367 Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 224,007 $97.8M 1.4% +132,523 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 221,595 $96.8M 10.04% +4,360 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 221,095 $96.6M 9.07% +22,430 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 220,969 $96.5M 0.74% +7,186 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 219,072 $95.7M 1.12% +30,220 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 205,794 $91M 11.25% +9,677 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 183,782 $89.4M 13.38% +8,696 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 204,351 $89.3M new Timeline One Day In July LLC More: the full row for One Day In July LLC 203,849 $89M 7.13% +13,365 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 202,179 $88.3M 2.17% +682 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 191,754 $88.1M 11.15% +3,325 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 199,494 $87.1M 0.35% +3,220 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 197,755 $86.4M 0.37% +8,843 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 197,160 $86.1M 0.42% +108,031 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 191,279 $83.5M 8.43% -2,938 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 190,354 $83.1M 1.93% -711 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 190,237 $83.1M 0.64% +9,872 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 189,350 $82.7M 4.64% +153,109 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 188,629 $82.4M 0.92% +33,359 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 187,820 $82M 0.1% -104,642 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 179,953 $78.6M 10.9% +229 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 174,329 $76.1M 0.3% -7,605 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 173,070 $75.6M 0.55% +1,109 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 172,205 $75.2M 1.05% +3,182 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 904,369 $75.1M 1.68% +755,720 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 171,638 $75M 1.23% -124,809 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 169,698 $74.1M 0.01% -7,432 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 166,095 $72.5M 9.04% +24,375 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 165,939 $72.5M 7.85% -289,322 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 164,906 $72M 0.03% +29,495 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 163,962 $71.6M 5.31% +1,687 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 163,198 $71.3M 1.09% +7,717 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 160,851 $70.3M 12.39% +17,450 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 159,565 $69.7M 1.95% +2,605 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 158,434 $69.2M 0.74% +152,813 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 155,688 $68M 2.27% -5,033 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 154,218 $67.4M 0.27% -5,618 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 153,061 $66.9M 16.08% -14,586 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 149,896 $65.5M 4.52% +25,315 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 148,047 $64.7M 0.72% +140,941 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 147,345 $64.4M 8.55% +3,609 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 146,492 $64M -1,749 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 146,378 $63.9M 0.11% +36,089 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 145,267 $63.5M 0.79% +5,686 13F-HR Timeline Group Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 145,181 $63.4M 2.17% -8,374 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 142,386 $62.2M 0.19% +49,936 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 141,282 $61.7M 0.94% +1,080 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 140,862 $61.5M 0.34% +4,880 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 140,546 $61.5M 14.86% -232 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 844,309 $61.5M 0.09% +66,518 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 139,625 $61M 5.1% +1,197 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 139,571 $61M 3.97% -4,596 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 139,449 $60.9M 0.2% +26,318 13F-HR/A Timeline Group American Trust More: the full row for American Trust 138,889 $60.7M 5.36% +30,032 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 138,062 $60.3M 0.03% +4,212 13F-HR Timeline Group Brickley Wealth Management More: the full row for Brickley Wealth Management 137,847 $60.2M 10.33% -3,351 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 137,402 $60M 4.88% -764 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 137,288 $60M 0.15% -20,540 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 136,915 $59.8M 1.55% -4,189 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 136,910 $59.8M 8.39% +1,731 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 136,346 $59.6M 9.88% +2,328 13F-HR Timeline Trust Co More: the full row for Trust Co 136,214 $59.5M 5.58% +3,923 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 133,954 $58.5M 5.64% -8,831 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 119,316 $58.2M 1.14% 0 13F-HR Timeline Gleason Group, Inc. 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Prosperity Capital Advisors 124,725 $54.5M 3.1% +12,589 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 122,819 $53.6M 3.07% +379 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 122,023 $53.3M 2.46% +23,485 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 121,832 $53.2M 4.69% +5,988 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 107,438 $53.1M 3.65% +1,702 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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