JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,324,351 $5.31B 3.62% +536,162 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,394,725 $3.82B 2.92% -196,889 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 $2.01B 15.28% 0 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,680,640 $1.13B +85,837 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,831,708 $872M 0.05% +3,337 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,820,020 $868M 0.07% -106,595 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 2,745,324 $845M 0.56% -31,428 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,257,283 $695M 0.14% +160 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. 2,106,154 $648M 0.39% -17,308 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,948,200 $600M -5,118 Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,603,631 $494M 45.14% -7,153 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,556,063 $479M 0.02% -9,726 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,535,427 $473M 0.1% +14,804 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,467,567 $452M -107,048 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,304,328 $402M 3.19% +22,209 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,180,780 $364M 29% +462,228 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,126,221 $347M 0.84% +3,182 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,049,246 $323M 13.95% +315 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,048,626 $323M 6.83% +6,801 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,040,972 $320M 1.68% -55,906 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 837,115 $258M 0.06% +36,715 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 788,374 $243M 0.04% -721 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 786,240 $242M 0.07% -20,525 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 783,922 $241M 0.92% -17,041 13F-HR Timeline Group JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 766,719 $236M 46.23% +8,146 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 741,764 $228M 0.54% -45,447 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 725,751 $223M 0.07% +14,940 13F-HR Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 691,505 $212M 20.47% +6,190 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 651,803 $201M 1.64% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 573,964 $177M 0.23% +48,695 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 542,566 $167M 0.74% +21,993 13F-HR/A Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 543,176 $167M 3.88% -11,213 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 527,849 $163M +8,515 Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 509,938 $157M 23.4% -8,795 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 457,951 $141M 1.9% -15,178 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 450,768 $139M 5.06% -20,069 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 471,741 $135M 33.79% +2 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 431,211 $133M 6.67% -828 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 399,268 $123M 0.16% +3,523 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 398,909 $123M 2.93% -33,798 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 398,909 $123M 2.48% -33,798 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 389,936 $120M 1.67% -557 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 385,169 $119M 0.14% +19,004 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 382,478 $118M 1.86% -10,338 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 377,035 $116M 4.98% +4,993 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 360,020 $111M 0.02% +55,563 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 354,707 $109M 10.19% +2,529 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 335,748 $103M 3.79% +4,524 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 335,674 $103M 0.76% +7,643 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 318,832 $98.2M 6.17% -10,681 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 314,832 $96.9M 0.01% -5,757 13F-HR/A Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 306,268 $94.3M 2.19% -5,126 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 300,000 $92.4M 1.24% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 298,709 $92M 0.25% -2,052 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 296,609 $91.3M 22.26% -1,996 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 290,675 $89.5M -6,386 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 268,233 $82.6M 0.36% -285 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 255,588 $78.7M 6.53% +1,146 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 249,988 $76.8M 7.74% +27,745 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 244,490 $75.3M 0.15% -1,678 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 237,990 $73.3M 1.75% +7,262 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 237,975 $73.3M 24.55% -118 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 231,471 $71.3M 11.94% +13,779 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 234,355 $70.6M 0.1% +40,517 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 218,243 $67.2M 1.23% -15,369 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 216,661 $66.7M 5.39% -2,502 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 210,276 $64.7M 15.75% +932 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 208,652 $64.5M 39.32% +2,473 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 202,622 $62.4M 3.73% +481 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 185,767 $57.4M 0.09% -341 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 172,787 $53.2M 13.78% +23,673 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 168,831 $52M 16.17% +3,545 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 166,611 $51.4M 1.08% +888 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 163,554 $50.4M 0.15% +2,728 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 161,246 $49.6M 0.6% -1,705 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 158,847 $48.9M 0.44% -3,064 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 171,400 $48.9M 2.48% +5,212 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 156,828 $48.3M 6.34% +19,843 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 156,393 $48.1M 3.42% +255 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 151,952 $46.8M 1.33% -1,048 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 145,105 $44.7M 0.12% +12,212 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 144,712 $44.6M 4.6% +9,573 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 132,616 $40.8M 6.63% -841 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 128,664 $39.6M 0.63% -525 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 125,803 $38.7M <0.01% +77,972 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 123,658 $38.1M 1.4% -480,389 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 121,473 $37.4M 17.85% +5,288 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 115,961 $35.7M 0.06% -825 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 114,300 $35.2M 0.06% -2,590 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 113,538 $35M 2.38% -749 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 113,230 $34.9M 0.38% -595 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 109,745 $33.8M 0.04% -4,557 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 109,634 $33.8M 0.13% -2,715 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 108,982 $33.6M 16.91% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 107,343 $33M 0.07% -10,423 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 104,314 $32.2M 1.36% -493 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 103,240 $31.8M 0.02% +15,008 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 101,441 $31.3M 10.82% +73,292 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 96,236 $29.6M 0.08% +44,662 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 95,823 $29.5M 0.04% +913 13F-HR Timeline Group OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 95,130 $29.3M 5.49% -1,420 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 88,971 $27.4M 2.47% +135 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 88,472 $27.2M 3.69% +3,163 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 87,849 $27M 3.65% -5,951 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 87,717 $27M 0.53% -598 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 87,000 $26.8M 4.25% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 86,905 $26.8M 0.06% new 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 85,813 $26.4M 23.69% -4,847 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 84,690 $26.1M 0.05% +3,734 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 84,480 $26M +918 Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 84,031 $25.9M 4.25% +23,325 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 83,711 $25.8M 2.15% +166 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 81,464 $25.5M 0.37% -1,768 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 81,707 $25.1M 0.16% -2,742 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 80,322 $24.7M 0.21% +1,793 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 79,891 $24.6M 5.13% -4,434 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 78,842 $24.3M 6.08% +327 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 92,749 $24.1M 0.04% -21,453 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 77,503 $23.9M 2.49% +1,996 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 71,894 $22.1M 0.29% -825 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 71,456 $22M 2.12% -265 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 70,887 $21.8M 10.53% -324 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 70,293 $21.7M 0.28% -614 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 69,516 $21.4M 2.02% -728 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 69,241 $21.3M 10.35% +1,057 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 68,646 $21.1M <0.01% new 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 66,882 $20.6M 8.91% +2,583 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 66,485 $20.5M 1.6% -1,350 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 65,587 $20.2M 1.31% -87 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 65,395 $20.1M 1.66% -608 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 65,271 $20.1M 2.51% +5,484 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 63,063 $19.4M 1.76% +99 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 62,177 $19.2M 0.41% -2,816 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 62,177 $19.1M 8.24% +2,243 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 62,115 $19.1M 1.92% -110 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 61,173 $18.8M 11.48% -237 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 61,037 $18.8M -478 Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 60,693 $18.7M 1.46% -366 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 59,792 $18.4M 2.36% -287 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 58,522 $18M 0.03% +6,876 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 58,347 $18M 3.32% +2,175 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 57,900 $17.8M 0.03% -98,500 13F-HR Timeline Group Strategic Equity Management More: the full row for Strategic Equity Management 57,852 $17.8M 6.6% +146 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 56,449 $17.4M 0.13% -418 13F-HR Timeline Group Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 55,372 $17M 9.25% +2,062 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 55,272 $17M 0.1% +2,547 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 55,079 $17M 0.01% -689 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 54,901 $16.9M 2.48% -251 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 54,609 $16.8M 10.54% -1,110 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 54,378 $16.7M 0.34% +910 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 54,144 $16.7M <0.01% +48,000 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 53,748 $16.6M 0.56% +7,799 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 53,491 $16.5M 0.15% -1,484 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 52,965 $16.3M 0.41% -310 13F-HR/A Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 52,666 $16.2M 2.33% -2,120 13F-HR Timeline CX Institutional More: the full row for CX Institutional 52,257 $16.1M 0.49% -71 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 52,043 $16M 2.08% -502 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 51,869 $16M 2.29% -1,268 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 51,808 $15.9M 3.88% -408 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 50,514 $15.6M 10.67% -757 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 50,362 $15.5M 2.21% +215 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 50,374 $15.5M 3.41% -200 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 49,605 $15.3M 1.72% +544 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 48,731 $15M 0.01% -235 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 47,968 $14.8M 0.16% -1,546 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 47,700 $14.7M 1.81% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 47,229 $14.5M 0.07% +4,055 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 47,092 $14.5M 0.39% -1,013 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 46,795 $14.4M 0.03% -2,316 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 46,723 $14.4M 3.38% -1,726 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 46,668 $14.4M 1.84% +2,794 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 46,650 $14.4M 2.97% -13 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 46,169 $14.2M 0.33% +2,244 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 46,124 $14.2M <0.01% -15,771 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 45,973 $14.2M 0.1% +18,139 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 45,800 $14.1M 4.69% 0 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 45,700 $14.1M 0.39% -980 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 45,453 $14M 4.38% +1,243 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 45,291 $13.9M 0.02% -4,231 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 45,113 $13.9M 0.83% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 44,882 $13.8M 0.16% -2,056 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 44,740 $13.8M 0.09% +98 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,715 $13.8M 0.05% 0 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 44,627 $13.7M 0.09% +887 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 44,607 $13.7M 0.61% -731 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 43,756 $13.4M 8.72% +286 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 43,399 $13.4M 1% -430 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 42,993 $13.2M 4.46% +3,696 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 41,144 $12.7M 7.52% -105 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 40,377 $12.4M 0.3% +108 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 39,812 $12.3M 0.51% -1,921 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 39,736 $12.2M 3.48% +774 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 39,314 $12.1M 2.12% +67 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 39,294 $12.1M 0.38% -33 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 39,039 $12M 0.41% +9 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 38,939 $12M 6.59% -5,558 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 38,827 $12M 0.02% +986 13F-HR Timeline Group MONEYWISE, INC. More: the full row for MONEYWISE, INC. 38,754 $11.9M 5.4% -497 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 38,567 $11.9M 2.38% -647 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 38,514 $11.9M 0.05% +145 13F-HR Timeline