JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,917,052 $4.29B 4.08% -1,474,630 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,731,448 $3.43B 3.34% -108,548 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 $1.76B 15.12% 0 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,446,068 $929M 0.02% +27,550 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,079,574 $831M 0.08% -31,276 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,921,892 $788M 0.15% +26,341 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,749,268 $741M 0.05% +36,187 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,610,650 $704M 0.59% -12,828 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,214,775 $597M 0.13% +5,665 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. 2,116,965 $571M 0.38% -7,408 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,606,786 $433M 0.03% -15,884 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,451,374 $391M 45.84% +1,809 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,406,384 $379M 0.09% +169,128 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,330,014 $359M -9,681 Timeline Balentine LLC More: the full row for Balentine LLC 1,205,967 $325M 13.2% -23,446 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,084,468 $296M 14.56% -9,410 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,080,059 $291M 7.21% -14,590 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,038,570 $280M 3.92% -1,254 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,030,454 $278M 0.84% -34,060 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 858,046 $231M 1.02% +14,828 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 807,853 $218M 0.06% +5,812 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 786,089 $212M 0.62% -43,679 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 779,223 $210M 0.09% +5,396 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 765,702 $207M 0.04% +586 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 718,516 $194M 15.77% +4,909 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 704,212 $190M 0.07% 13F-HR/A Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 674,120 $182M 41.67% +44,982 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 570,331 $154M 16.8% -10,388 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 569,507 $154M 0.74% -41,710 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 539,482 $145M 25.3% -12,664 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 517,526 $140M 4.2% -81,252 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 485,876 $131M 2.79% -3,982 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 466,542 $126M 0.21% +5,912 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 448,843 $121M 1.2% +8,217 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 436,013 $118M 35.12% +21,851 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 433,305 $117M 3.82% +4,240 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 431,571 $116M 7.68% -85 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 431,425 $116M 2.91% +20,924 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 431,425 $116M 2.48% +20,924 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 423,090 $114M 2.17% -16,567 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 409,683 $110M -3,925 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 402,007 $108M 0.16% -2,394 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 391,380 $106M 1.81% +2,854 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 388,309 $105M 11.79% +3,584 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 381,800 $103M 5.29% +3,581 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 347,165 $93.6M 0.2% -13,950 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 340,047 $91.7M 0.21% +17,579 13F-HR/A Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 327,970 $88.5M 3.21% +6,850 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 318,211 $85.8M 0.82% -2,764 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 309,644 $83.5M 0.02% +38,040 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 306,657 $82.7M 0.3% -7,838 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 294,983 $79.6M 21.71% -9,497 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 294,760 $79.5M 0.27% +131 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 274,731 $74.1M 0.37% -11,140 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 262,019 $70.7M 4.9% +29,847 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 256,421 $69.2M 25.77% -3,101 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 249,639 $67.3M 6.66% -4,311 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 247,898 $66.9M 1.79% -3,418 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 240,273 $64.8M 0.01% +59,420 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 224,627 $60.6M 1.37% -2,453 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 223,577 $60.3M 0.17% -6,683 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 214,040 $57.7M 0.11% +27,178 13F-HR/A Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 207,696 $56M 1.72% +30,754 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 200,203 $54M 3.91% +1,273 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 193,572 $52.2M 38.59% +16,893 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 187,055 $50.4M 14.02% +10,928 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 169,029 $45.6M 16.26% 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 168,279 $45.4M 0.44% +60,196 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 167,405 $45M 5.41% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 162,670 $43.9M 1.5% -2,007 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 162,553 $43.8M 1.02% +2,549 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 160,758 $43.4M 3.6% -5,531 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 151,414 $40.8M 2.41% -1,950 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 151,313 $40.8M 3.67% +1,533 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 146,251 $39.4M 0.41% +1,430 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 145,407 $39.2M 0.39% +10,307 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 143,200 $38.6M 0.13% -5,752 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 138,933 $37.5M 11.7% -970 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 137,698 $37.1M 4.73% +4,985 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 134,523 $36.3M 0.06% -7,463 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 133,235 $35.9M 0.14% -3,585 13F-HR/A Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 130,200 $35.1M 0.08% new 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 128,921 $34.8M 6.35% +21,922 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 125,759 $33.9M 0.77% +805 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 125,146 $33.8M 0.07% +22,277 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 118,250 $31.9M 0.04% -29 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 115,467 $31.1M 6.71% +3,251 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 111,573 $30.1M 2.42% -609 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 108,982 $29.4M 14.95% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 107,843 $29.1M 16.68% +4,843 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 107,312 $28.9M 1.42% -151 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 100,811 $27.2M 6.48% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 99,117 $26.7M 0.07% -4,755 13F-HR Timeline Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 98,708 $26.6M +52,966 Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 98,672 $26.6M 9.01% -225 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 97,433 $26.3M 2.05% +17,247 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 90,594 $24.4M <0.01% -4,458 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 89,611 $24.2M 2.46% +647 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 89,496 $24.1M 0.01% +200 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 88,259 $23.8M 6.26% -4,050 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 86,702 $23.6M 0.28% +2,693 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 85,443 $23M 24.04% 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 85,295 $23M 0.06% -15,160 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 84,881 $22.9M 0.06% +2,620 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 83,703 $22.6M 11.6% -1,762 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 83,539 $22.5M 3.52% +2,495 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 82,242 $22.2M 0.28% +38,692 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 82,179 $22.2M 0.25% +1,722 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 76,147 $20.5M 8.12% +1,746 13F-HR/A Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 75,280 $20.1M 2.26% -394 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 74,317 $20M 3.19% +894 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 73,740 $19.9M 0.27% +89 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 72,783 $19.6M 0.28% -20,839 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 72,522 $19.6M 8.24% +14,780 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 71,161 $19.2M 2.5% -10,268 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 70,147 $18.9M 0.03% -3,375 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 69,538 $18.8M 0.02% +50,817 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 68,866 $18.6M 10.12% -2,200 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 67,973 $18.3M 2.07% -2,168 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 67,208 $18.1M +5,545 Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 65,719 $17.7M 1.81% -15,462 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 65,557 $17.7M 0.43% +55 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 62,352 $16.8M 1.57% -1,610 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 61,879 $16.7M 0.54% -1,542 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 61,353 $16.5M 2.09% -396 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 61,059 $16.5M 0.71% +4,308 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 60,815 $16.4M 11.39% +1,394 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 60,508 $16.3M 8.17% +224 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 60,338 $16.3M 1.21% +11,438 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 59,719 $16.1M 11.52% -814 13F-HR Timeline CX Institutional More: the full row for CX Institutional 59,182 $16M 0.63% -9,926 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 59,139 $15.9M 1.75% -146 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 58,619 $15.8M 0.01% +5,128 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 58,520 $15.8M 0.27% -182 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 58,305 $15.7M 0.13% -1,998 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 58,258 $15.7M 3% -1,545 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 58,258 $15.7M 2.95% -1,545 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 58,007 $15.6M 2.95% +3,138 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 56,865 $15.3M 0.03% +27,137 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 56,062 $15.1M 4.26% -722 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 52,641 $14.7M 10.76% 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 54,241 $14.6M 8.68% +1,138 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 54,183 $14.6M 0.4% -273 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 53,469 $14.4M 2.37% +1,140 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 52,523 $14.2M 2.38% -5,121 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 51,666 $13.9M 8.55% +3,835 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 51,074 $13.8M 1.93% +663 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 50,908 $13.7M 6.88% +10,040 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 50,904 $13.7M 10.65% +331 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 50,800 $13.7M 2.22% 0 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 50,570 $13.6M 0.43% -592 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 49,689 $13.4M 0.03% +2,261 13F-HR Timeline Group Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 49,455 $13.3M 2.2% -893 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 49,387 $13.3M 1.68% +189 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 48,653 $13.1M 2.88% +2,281 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 48,327 $13M 0.11% +2,079 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 48,272 $13M <0.01% +590 13F-HR Timeline Group Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 48,053 $13M 4.94% -690 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 47,670 $12.9M 0.4% -1,629 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 47,323 $12.8M 0.17% +4,193 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 47,254 $12.7M 0.01% -244 13F-HR Timeline Group Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 46,611 $12.6M 3.28% +44 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 46,365 $12.5M 6.23% +284 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 46,339 $12.5M 2.36% -43 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 45,917 $12.4M 4.04% 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 45,865 $12.4M 4.41% +890 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 45,800 $12.4M 5.57% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 45,140 $12.2M 0.09% +2,168 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 44,839 $12.1M 2.5% -1,446 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,694 $12.1M 0.05% +242 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 44,689 $12.1M +110 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 44,285 $11.9M 0.07% +3,606 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 43,033 $11.6M 1.06% -2,426 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 41,574 $11.2M 2.42% -159 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 41,196 $11.1M 1.59% -113 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 40,878 $11M 1.04% -856 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 40,660 $11M 0.02% +4,685 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 40,444 $10.9M 0.29% +457 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 40,153 $10.8M 0.81% -174 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 40,037 $10.8M 0.31% +21,781 13F-HR/A Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 39,702 $10.7M 0.01% +689 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 39,048 $10.5M 0.45% +270 13F-HR/A Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 38,891 $10.5M 2.43% -557 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 38,694 $10.4M 3.89% +842 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 38,439 $10.4M 0.21% -3,556 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 38,220 $10.3M 2.11% -1,152 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 38,054 $10.3M 2.97% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 37,488 $10.1M 1.3% +12 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 37,315 $10.1M 5.07% +2,814 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 36,719 $9.9M 0.66% -172 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 36,308 $9.79M 0.01% +4,805 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 35,359 $9.54M 0.59% -1,347 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 35,113 $9.47M 1.57% -653 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 34,984 $9.44M 2.47% +1,665 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 34,109 $9.2M 0.05% -1,570 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 34,100 $9.2M 0.41% -369 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 32,405 $9.06M 0.05% +1,008 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 33,492 $9.03M 0.65% -228 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 33,460 $9.02M 0.12% -159 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 32,902 $8.87M 0.02% -2,760 13F-HR Timeline