JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 19,222,366 $6.47B 2.59% +557,901 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,039,581 $4.14B 2.42% -222,950 13F-HR Timeline Group National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 6,543,317 $2.25B 14.72% 0 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,371,684 $1.5B -91,386 Timeline VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 4,048,800 $1.39B +12,919 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,831,461 $974M 0.52% -10,151 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,733,000 $940M 0.05% +43,879 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,712,195 $933M 50.24% +156,238 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,469,480 $849M 0.05% -220,096 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. 2,259,085 $777M 0.39% +156,339 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,883,916 $648M +36,279 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,519,210 $522M -32,045 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,515,972 $521M 0.02% -17,074 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,451,904 $499M 0.09% +13,287 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,429,481 $492M 3.64% +59,791 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,272,808 $438M 27.61% +32,141 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,017,512 $350M 12.67% -20,134 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,014,136 $349M 5.55% new 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 901,199 $310M 0.06% +56,337 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 831,081 $286M 0.83% -5,477 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 792,396 $273M 0.05% -602 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 783,877 $267M 23.55% +55,710 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 777,376 $267M 0.06% +31,447 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 734,110 $252M 0.49% -4,445 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 626,682 $216M 1.61% -13,584 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 582,014 $200M 0.21% -21,933 13F-HR Timeline Group TIAA group of 4 filers holding More: the full row for TIAA 563,547 $194M -13,258 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 530,703 $183M -9,682 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 530,162 $182M 1% -277,621 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 526,292 $181M 0.66% -2,909 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 524,913 $181M 2.3% -4,443 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 519,808 $179M 0.05% -246,747 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 484,908 $167M 18.06% -6,960 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 456,076 $157M 2.97% +10,946 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 456,076 $157M 2.6% +10,946 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 440,838 $152M 1.9% -2,675 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 440,832 $152M 2.79% +27,526 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 438,403 $151M <0.01% +120,084 13F-HR Timeline Group Mason & Associates, LLC More: the full row for Mason & Associates, LLC 434,857 $150M 31.12% +5,792 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 434,122 $149M 4.7% +8,700 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 430,875 $148M 6.64% -22 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 396,398 $136M 0.12% +4,029 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 387,417 $133M 4.98% +2,401 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 378,686 $130M 1.59% -1,926 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 377,107 $130M 10.07% +12,560 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 355,764 $122M -7,042 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 350,637 $121M 0.01% +2,264 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 344,334 $118M 0.15% -38,926 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 339,923 $117M 2.44% -12,367 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 335,445 $115M 4.13% +9,076 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 324,748 $111M 0.01% +8,736 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 301,376 $104M 22.1% +5,587 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 300,000 $103M 1% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 293,637 $101M 0.21% +36,195 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 271,224 $93.3M 4.34% -15,831 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 263,572 $90.7M 0.11% +49,132 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 256,630 $88.3M 0.34% -4,357 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 254,810 $87.6M 0.13% +1,314 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 248,686 $85.5M 1.63% -4,475 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 225,906 $77.7M 1.19% +14,356 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 220,883 $76M 6.45% +27,795 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 211,164 $72.6M 0.09% -1,160 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 197,038 $67.8M 1.3% +1,317 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 194,320 $66.8M 5.66% -22,303 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 194,273 $66.8M 13.9% +4,699 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 190,058 $65.4M 8.7% +2,551 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 189,661 $65.2M 0.54% +12,146 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 187,371 $64.4M 35.51% -23,864 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 185,626 $63.8M 15.26% -5,410 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 181,940 $62.6M 0.09% -37,062 13F-HR/A Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 181,619 $62.5M 16.25% -21,459 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 180,597 $62.1M 23.25% +2,150 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 174,662 $60.1M 3.19% +10,160 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 171,408 $58.9M 0.07% +54,370 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 166,932 $57.4M 15.25% -436 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 165,136 $56.8M 2.24% -3,416 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 164,122 $56.4M 0.13% +280 13F-HR/A Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 162,359 $55.8M 0.98% +2,550 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 150,637 $51.8M 0.06% +5,649 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 149,692 $51.5M 0.31% -174,207 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 147,169 $50.6M 0.09% -10,804 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 147,058 $50.6M 6.72% -535 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 145,565 $50.1M 1.21% -1,501 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 143,737 $49.4M 0.66% -27,313 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 133,158 $45.9M 0.08% -527 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 133,137 $45.8M 0.07% +1,975 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 129,676 $44.6M 0.02% +22,838 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 127,473 $43.8M 0.01% +1,918 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 126,528 $43.5M 0.55% -305 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 123,599 $42.5M 17.7% +2,106 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 117,749 $40.5M 0.04% +1,098 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 116,422 $40M 0.35% -5,039 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 114,745 $39.5M 0.18% +92,491 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 112,873 $38.8M 0.14% -81,424 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 112,499 $38.7M 0.37% +54 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 111,841 $38.5M 0.05% +4,284 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 109,988 $37.8M 1.38% -48 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 108,982 $37.5M 16.7% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 106,130 $36.5M 2.02% -1,371 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 103,393 $35.6M 0.16% -54,772 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 101,440 $34.9M -1,313 Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 99,704 $34.3M 30.47% +1,105 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 97,994 $33.7M 0.07% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 94,428 $32.5M 3.51% +4,267 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 93,767 $32.2M +1,684 Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 90,501 $31.1M 2.84% +3,757 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 88,001 $30.3M 2.47% -70 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 87,869 $30.2M 0.14% -884 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 87,540 $30.1M 5.98% +2,443 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 86,950 $29.9M 4.58% -50 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 86,648 $29.8M 24.31% +266 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 85,041 $29.2M 0.09% +5,296 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 84,597 $29.1M 22.21% -1,137 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 83,248 $28.6M 0.34% +1,281 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 82,307 $28.3M 4.26% -8,582 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 81,738 $28.1M 4.05% -34,957 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 80,088 $27.5M 0.03% +5,394 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 79,977 $27.5M 0.15% -543 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 79,239 $27.3M 3.16% -1,558 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 78,984 $27.2M 4.91% -862 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 78,507 $27M 0.11% -30,382 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 78,241 $26.9M 0.13% +28,540 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 75,712 $26M 0.26% -2,324 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 75,027 $25.8M 1.95% -2,813 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 72,462 $24.9M 2.41% -559 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 71,475 $24.6M 0.27% -1,270 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 70,907 $24.4M 0.24% +2,970 13F-HR Timeline Group Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 70,316 $24.2M 2.07% -68 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 70,246 $24.2M 0.24% +69,243 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 70,189 $24.1M 11.18% -518 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 69,093 $23.8M 0.26% -812 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 69,009 $23.7M 6.7% +1,680 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 68,968 $23.7M 1.41% +1,828 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 66,504 $22.9M 8.43% +359 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 66,322 $22.8M 7.66% +283 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 66,226 $22.8M 9.61% -1,217 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 64,964 $22.3M 11.68% +685 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 63,953 $22M 1.18% -295 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 62,994 $21.7M 1.71% -1,416 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 62,926 $21.6M 3.87% +2,604 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 59,560 $20.5M 1.26% -366 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 59,252 $20.4M 16.35% +1,824 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 59,000 $20.3M 0.38% -1,661 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 57,575 $19.8M 2.51% -479 13F-HR Timeline Group Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 57,163 $19.7M 8.38% +162 13F-HR/A Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 55,599 $19.1M 10.34% -930 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 55,299 $19M 2.62% +5,753 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 55,237 $19M 0.28% -57 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 51,906 $18.4M 0.36% -79 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 53,398 $18.4M 0.22% +3,389 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 53,392 $18.4M 0.09% -578 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 53,307 $18.3M 2.03% +2,009 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 53,178 $18.3M 0.73% -164 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 53,135 $18.3M 12.01% +4,044 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 61,058 $18.2M 0.01% +7,393 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 51,059 $17.6M 3.23% +827 13F-HR Timeline CX Institutional More: the full row for CX Institutional 51,008 $17.5M 0.51% -1,857 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,813 $17.1M 0.01% -98 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 49,798 $17.1M 0.02% +1,345 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 52,882 $17.1M 0.05% +28,189 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 49,491 $17M 2.17% -865 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 49,080 $16.9M 3.41% -2,293 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 49,037 $16.9M 3.15% +1,839 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 48,108 $16.5M 3.3% +341 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 48,026 $16.5M 3.81% +2,012 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 47,644 $16.4M 0.02% -1,222 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 47,631 $16.4M 0.38% -645 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 46,994 $16.2M 2.12% -80 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 47,559 $16.1M 1.01% -216,752 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 46,557 $16M 0.09% +1,018 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 46,353 $15.9M 1.61% +1,606 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 45,800 $15.8M 4.68% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 45,639 $15.7M 1.65% -7,370 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 45,127 $15.5M 0.67% 0 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 44,948 $15.5M 4.52% +3,388 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 44,883 $15.4M <0.01% +4,984 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 44,692 $15.4M 0.36% +514 13F-HR Timeline MONEYWISE, INC. 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