JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,130,782 $4.12B 3.69% +213,730 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,677,960 $3.26B 3.06% -53,488 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 $1.68B 15.11% 0 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 3,480,125 $894M 0.02% +34,057 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/ 3,016,378 $775M 0.07% -63,196 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,725,870 $701M 0.05% -23,398 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,663,528 $685M 0.56% +52,878 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 2,340,825 $602M -581,067 Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,224,791 $572M 0.13% +10,016 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. 2,109,664 $542M 0.28% -7,301 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,587,591 $408M 0.03% -19,195 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,475,451 $379M 0.09% +69,067 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,437,632 $370M 38.99% -13,742 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,378,734 $354M +48,720 Timeline Balentine LLC More: the full row for Balentine LLC 1,168,454 $300M 12.58% -37,513 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,098,406 $282M 3.89% +59,836 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,075,495 $276M 0.86% +45,041 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,044,347 $271M 13.82% -40,121 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,044,139 $268M 7.33% -35,920 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 869,418 $223M 1.34% +420,575 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 818,812 $210M 0.56% +32,723 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 811,935 $209M 0.91% -46,111 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 799,861 $206M 0.08% +20,638 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 781,815 $201M 0.04% +16,113 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 777,188 $200M 0.05% -30,665 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 721,790 $186M 42.17% +47,670 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 714,462 $184M 15.33% -4,054 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 698,715 $180M 0.07% -5,497 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 582,264 $149M 16.41% +11,933 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 566,132 $146M 0.73% -3,375 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 529,541 $136M 24.38% -9,941 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 523,355 $135M 4.32% +5,829 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 479,072 $123M 2.62% -6,804 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 475,805 $122M 0.2% +9,263 13F-HR Timeline Group Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 455,103 $117M 2.83% +23,678 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 455,103 $117M 2.4% +23,678 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 431,374 $111M 6.35% -197 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 425,371 $109M 31.5% -10,642 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 422,358 $109M 4.36% -10,947 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 411,719 $106M +2,036 Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 399,671 $103M 1.95% -23,419 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 396,056 $102M 0.14% -5,951 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 390,305 $100M 1.74% -1,075 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 385,735 $99.1M 5.26% +3,935 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 348,556 $89.6M 10.23% -39,753 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 339,357 $87.2M 0.17% -7,808 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 329,993 $84.8M 3.11% +2,023 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 320,505 $82.4M 0.78% +2,294 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 311,692 $80.1M 2.17% +63,794 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 308,603 $79.3M 0.02% -1,041 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 302,094 $77.6M -4,563 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 295,287 $75.9M 0.25% +527 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 294,710 $75.7M 20.87% -273 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 274,033 $70.4M 0.01% +33,760 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 269,491 $69.3M 0.37% -5,240 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 263,760 $67.8M 6.92% +14,121 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 246,166 $63.3M 0.16% +22,589 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 235,555 $60.5M 23.52% -20,866 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 233,757 $60.1M 5.48% -28,262 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 222,542 $57.2M 1.79% +14,846 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 222,435 $57.2M 1.29% -2,192 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 216,067 $55.5M 0.12% -123,980 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 208,290 $53.3M 6.32% +40,885 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 206,571 $53.1M 37.07% +12,999 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 201,992 $51.9M 3.77% +1,789 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 189,551 $48.7M 13.66% +2,496 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 188,549 $48.5M 0.09% -25,491 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 166,952 $42.9M 15.42% -2,077 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 164,881 $42.4M 0.34% -3,398 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 164,142 $42.2M 1.02% +1,589 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 156,223 $40.2M 0.42% +9,972 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 154,372 $39.7M 3.41% -6,386 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 153,876 $39.6M 1.33% -8,794 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 153,507 $39.5M 3.35% +2,194 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 151,865 $39M 0.39% +6,458 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 149,006 $38.3M 2.27% -2,408 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 148,811 $38.2M 6.22% +19,890 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 144,319 $37.1M 4.56% +6,621 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 143,407 $36.9M 11.52% +4,474 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 135,413 $34.8M 0.12% -7,787 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 133,073 $34.2M 0.14% -162 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 131,054 $33.7M 7.04% +15,587 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 126,637 $32.5M 0.68% +878 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 124,646 $32M 0.05% -9,877 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 119,027 $30.6M 0.06% -6,119 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 117,351 $30.2M 0.07% +18,234 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 114,278 $29.4M 0.37% new 13F-HR/A Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 112,015 $28.8M 2.33% +442 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 111,964 $28.8M 16.51% +4,121 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 111,681 $28.7M 6.4% +110,388 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 108,982 $28M 14.93% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 106,987 $27.5M 1.36% -325 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 103,586 $26.6M 0.04% -14,664 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 98,521 $25.3M 5.87% -2,290 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 97,688 $25.1M 8.6% -984 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 91,650 $23.6M 0.75% new 13F-HR/A Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 89,464 $23M 0.01% -32 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 89,430 $23M 2.33% -181 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 85,521 $22M 5.44% -2,738 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 85,336 $21.9M 1.79% -12,097 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 84,504 $21.7M 24.21% -939 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 83,549 $21.5M 0.03% +13,402 13F-HR Timeline Group Strategic Equity Management More: the full row for Strategic Equity Management 83,247 $21.4M 8.99% +10,725 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 81,725 $21M 0.38% +23,205 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 81,317 $20.7M 0.22% -5,385 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 80,188 $20.6M 0.05% -5,107 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 79,455 $20.4M 3.17% -4,084 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 79,160 $20.3M 0.26% -3,082 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 78,597 $20.2M 0.02% +9,059 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 78,338 $20.1M 3.21% +4,021 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 78,258 $20.1M 0.23% -3,921 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 78,016 $20.1M 0.05% +45,114 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 76,623 $19.7M 7.96% +476 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 76,277 $19.4M 3.78% +18,019 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 75,439 $19.4M 3.81% +17,181 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 74,633 $19.2M 0.3% +1,850 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 72,506 $18.6M 0.27% -1,234 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 71,952 $18.5M +4,744 Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 72,134 $17.8M 2.03% -3,146 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 68,618 $17.6M 11.51% -15,085 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 68,039 $17.5M 9.78% -827 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 67,243 $17.3M 0.2% +35,663 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 67,141 $17.3M 1.9% -832 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 64,764 $16.6M 0.42% -793 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 64,532 $16.6M 1.68% -1,187 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 64,422 $16.6M 1.23% +4,084 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 62,400 $16M <0.01% -28,194 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 62,122 $16M 0.6% +2,940 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 62,084 $16M 7.41% +1,576 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 60,892 $15.7M 1.33% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 60,781 $15.6M 1.48% -1,571 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 60,483 $15.5M 10.43% -332 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 59,735 $15.4M 2.24% -2,144 13F-HR/A Timeline Group Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 59,373 $15.3M 2.54% +9,918 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 59,176 $15.2M 1.68% +37 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 58,765 $15.1M 2.75% +758 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 57,908 $14.9M 0.03% +1,043 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 57,875 $14.9M 0.13% -430 13F-HR Timeline Group Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 57,543 $14.8M 8.45% +3,302 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 57,311 $14.7M 0.01% -1,308 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 57,146 $14.7M 10.69% -2,573 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 56,458 $14.5M 0.03% +15,798 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 55,064 $14.2M 7.49% +4,156 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 54,253 $13.9M 2.02% +13,057 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 54,251 $13.9M 0.11% +31,475 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 54,177 $13.9M 2.32% +708 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 53,446 $13.7M 0.35% -737 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 53,230 $13.7M 1.79% +2,156 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 52,976 $13.6M 1.84% -18,185 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 52,891 $13.6M 3.88% -3,171 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 52,251 $13.4M 2.91% +3,598 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 52,087 $13.4M 2.28% -436 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 51,859 $13.3M 8.69% +193 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 51,243 $13.2M 3.4% +4,632 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 50,837 $13.1M 9.87% -67 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 50,244 $12.9M 0.41% -326 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 49,968 $12.8M 0.02% +279 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 48,947 $12.6M 1.66% -440 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 48,639 $12.5M 0.14% -715 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 48,111 $12.4M <0.01% -161 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 48,102 $12.4M 0.95% +24,818 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 47,983 $12.3M 0.17% +660 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 47,945 $12.3M 0.39% +275 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 47,445 $12.2M 0.1% -882 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 47,241 $12.1M 0.01% -13 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 46,860 $12M 4.5% +995 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 45,933 $11.8M 2.3% -406 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 45,800 $11.8M 5.68% 0 13F-HR Timeline WOOSTER CORTHELL WEALTH MANAGEMENT, INC. More: the full row for WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 44,990 $11.6M 2.37% new 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 44,898 $11.5M 1.06% +1,865 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 44,897 $11.5M 2.27% +58 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,640 $11.5M 0.05% -54 13F-HR Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 44,497 $11.4M 4% -1,420 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 44,358 $11.4M 0.09% -782 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 43,623 $11.2M 7.61% -2,742 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 43,324 $11.1M 0.07% -961 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 42,904 $11M 0.3% +2,460 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 41,633 $10.7M 2.98% +3,579 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 43,427 $10.7M 0.55% +25,508 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 41,344 $10.6M 4.04% +2,650 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 40,630 $10.4M 2.26% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 40,158 $10.3M 0.33% +121 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 39,351 $10.1M 0.01% -351 13F-HR Timeline Group Plancorp, LLC More: the full row for Plancorp, LLC 39,327 $10.1M 0.4% +33,123 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 39,264 $10.1M 1% -1,614 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 39,142 $10.1M 2.06% -2,432 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 39,065 $10M 0.01% +2,757 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 39,016 $10M 0.42% -32 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 38,959 $10M 2.33% +68 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 38,603 $9.92M 0.08% +7,513 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 38,317 $9.85M 2.07% +97 13F-HR/A Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 38,012 $9.77M 0.73% -2,141 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 37,866 $9.77M 0.64% +18,764 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 37,754 $9.7M 3.96% +439 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 37,351 $9.6M 0.41% -23,708 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 37,045 $9.52M 1.23% -443 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 36,771 $9.45M -7,918 Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 36,413 $9.36M 0.61% -306 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 35,185 $9.04M 2.53% +201 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 34,323 $8.82M 1.45% -790 13F-HR Timeline