JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 17,839,205 $5.62B 3.42% +514,854 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,216,959 $3.85B 2.75% -177,766 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 $2.06B 15.1% 0 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,863,115 $1.22B +182,475 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,787,545 $878M 0.06% -32,475 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,761,156 $869M 0.55% +15,832 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,721,373 $857M 0.05% -110,335 13F-HR/A Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,511,871 $791M 48.94% +908,240 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,310,326 $727M +53,043 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,106,338 $663M 0.36% +184 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,935,267 $609M -12,933 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,545,911 $487M 0.02% -10,152 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,450,314 $457M 0.09% -85,113 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,449,421 $456M -18,146 Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,314,815 $414M 3.13% +10,487 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,177,813 $371M 28% -2,967 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,101,330 $352M 14.13% +52,084 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,058,705 $333M 5.95% +10,079 13F-HR/A Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 814,241 $256M 0.05% +25,867 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 806,090 $254M 0.06% -31,025 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 763,854 $240M 0.07% -22,386 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 755,705 $238M 0.92% -28,217 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 737,887 $232M 0.07% +12,136 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 717,802 $226M 0.5% -23,962 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 697,528 $221M 21.27% +6,023 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 651,803 $205M 1.65% 0 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 596,692 $188M 0.45% -529,529 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 588,298 $185M 0.22% +14,334 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 545,331 $172M 1.37% -495,641 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 529,597 $167M +1,748 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 518,465 $163M 0.69% -24,101 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 508,666 $160M 2.78% -34,510 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 500,774 $158M 21.75% -9,164 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 452,584 $142M 1.84% -5,367 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 431,032 $136M 8.04% -179 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 426,437 $134M 30.52% -45,304 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 424,463 $134M 4.93% -26,305 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 394,304 $124M 0.14% +9,135 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 389,642 $123M 1.72% -294 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 389,535 $123M 0.16% -9,733 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 380,128 $120M 4.98% +3,093 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 378,439 $119M 2.84% -20,470 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 378,439 $119M 2.45% -20,470 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 376,011 $118M 1.81% -6,467 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 357,852 $113M 10.38% +3,145 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 338,478 $107M 4.1% +2,730 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 338,002 $106M 0.02% -22,018 13F-HR/A Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 319,892 $101M 0.69% -15,782 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 307,042 $96.7M 6.12% -11,790 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 300,000 $94.4M 1.1% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 298,560 $94M 0.23% -149 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 298,425 $93.9M 2.11% -7,843 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 296,716 $93.4M 0.01% -18,116 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 292,935 $92.2M 21.95% -3,674 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 284,707 $89.6M -5,968 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 265,951 $83.7M 0.36% -2,282 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 263,959 $83.1M 13.51% +32,488 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 262,685 $82.5M 7.92% +12,697 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 249,888 $78.7M 1.76% +196,140 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 247,164 $77.8M 0.15% +2,674 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 244,967 $77.1M 1.78% +6,977 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 237,339 $74.7M 0.11% +2,984 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 235,880 $74.3M 24.44% -2,095 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 233,818 $73.6M 6.15% -21,770 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 220,167 $69.3M 0.09% +127,418 13F-HR/A Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 215,883 $68M 1.25% -2,360 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 208,500 $65.6M 0.1% +92,539 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 207,702 $65.4M 39.61% -950 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 206,674 $65.1M 5.14% -9,987 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 203,639 $64.1M 3.75% +1,017 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 187,270 $59.8M 0.08% +1,503 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 190,217 $59.7M 0.24% +163,667 13F-HR Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 186,361 $58.7M 14.78% -23,915 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 180,740 $56.9M <0.01% +126,596 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 179,130 $56.4M 13.8% +6,343 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 171,317 $53.9M 24.76% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 167,164 $52.6M 2.37% -4,236 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 165,337 $52M 15.63% -3,494 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 163,381 $51.4M 0.15% -173 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 161,146 $50.7M 3.42% +4,753 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 160,556 $50.5M 0.13% +15,451 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 158,440 $49.9M 0.91% -8,171 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 154,188 $48.5M 0.54% -7,058 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 147,550 $46.4M 1.31% -4,402 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 131,887 $41.5M 0.37% -26,960 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 131,278 $41.3M 0.06% +16,978 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 130,203 $41M 6.49% -2,413 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 129,331 $40.7M 0.6% +667 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 125,766 $39.6M 0.01% -37 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 124,823 $39.3M 3.65% -19,889 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 123,117 $38.8M 0.02% +19,877 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 118,180 $37.2M 18.3% -3,293 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 116,593 $36.7M 0.07% +20,357 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 114,009 $35.9M 0.04% +4,264 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 112,902 $35.5M 0.38% -328 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 110,598 $34.8M 2.3% -2,940 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 108,982 $34.3M 16.88% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 107,899 $34M 0.06% +556 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 104,094 $32.8M 1.36% -220 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 101,070 $31.8M 9.32% -371 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 98,524 $31M 0.04% +2,701 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 98,382 $31M 0.12% -11,252 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 97,809 $30.8M 0.11% +50,580 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 94,221 $29.7M 23.08% 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 93,582 $29.5M 0.33% +12,118 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 91,443 $28.8M 0.07% +4,538 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 91,130 $28.7M 0.05% +6,440 13F-HR/A Timeline Group James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 89,975 $28.3M 22.7% +4,162 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 88,430 $27.8M 2.47% -541 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 88,079 $27.7M 3.66% +230 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 87,715 $27.6M 0.5% -2 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 87,297 $27.5M 3.6% -1,175 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 87,000 $27.4M 4.79% 0 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 86,678 $27.3M 24.95% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 86,658 $27.3M 0.19% +6,336 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 85,574 $26.9M 0.14% +3,867 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 85,213 $26.8M +733 Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 83,663 $26.3M 0.19% +74,676 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 82,647 $26M 4.21% -1,384 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 80,635 $25.4M 0.15% +24,186 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 79,450 $25M 5.86% +608 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 78,719 $24.8M 5.19% -1,172 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 78,488 $24.7M 2.55% +985 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 74,262 $23.6M 0.3% +3,969 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 72,556 $22.8M 11.08% +1,669 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 71,793 $22.6M 7.66% +13,941 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 71,435 $22.5M 0.29% -459 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 70,302 $22.4M 2.07% -1,154 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 68,716 $21.6M 10.06% -525 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 68,516 $21.6M 0.24% +23,634 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 68,399 $21.5M 1.36% +2,812 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 66,765 $21M 1.89% -2,751 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 65,735 $20.9M 7.93% +3,558 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 65,619 $20.7M 8.7% -1,263 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 65,223 $20.5M 2.35% -48 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 64,394 $20.3M 1.17% -1,001 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 64,291 $20.2M 11.73% +3,118 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 64,205 $20.2M 0.03% +5,683 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 62,851 $19.8M 1.93% +736 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 61,872 $19.8M 0.41% -305 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 62,597 $19.7M 1.72% -466 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 60,133 $18.9M 1.41% -560 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 59,915 $18.9M 3.45% +1,568 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 59,517 $18.7M 2.49% -275 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 58,425 $18.4M -2,612 Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 58,151 $18.3M 0.38% new 13F-HR Timeline Group Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 57,870 $18.2M 9.63% +2,498 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 57,746 $18.2M 18.4% 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 55,226 $17.4M 0.01% +147 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 54,878 $17.3M 0.1% -394 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 54,717 $17.2M 10.16% +108 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 53,249 $16.8M 13.62% 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 53,246 $16.8M 0.3% -1,132 13F-HR Timeline CX Institutional More: the full row for CX Institutional 53,207 $16.7M 0.5% +950 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 53,190 $16.7M 2.15% +1,147 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 52,356 $16.6M 0.38% -609 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 51,863 $16.3M 0.01% +3,132 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 51,481 $16.2M 3.69% -327 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 51,359 $16.2M 10.75% +845 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 50,506 $15.9M 2.26% -2,160 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 50,350 $15.9M 3.4% -24 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 49,754 $15.7M 0.18% +1,786 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 49,574 $15.6M 2.18% -2,295 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 49,518 $15.6M 2.15% -844 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 48,417 $15.2M 0.39% +1,325 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 48,158 $15.2M 6.31% +9,404 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 47,966 $15.1M 1.89% +1,298 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 47,700 $15M 1.3% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 47,696 $15M 0.02% +2,405 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 47,546 $15M 2.98% +896 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 46,933 $14.8M 3.32% +210 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 45,849 $14.4M <0.01% -275 13F-HR Timeline Group Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 45,800 $14.4M 4.57% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 45,127 $14.2M 0.7% +14 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 44,991 $14.2M 0.09% +364 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 44,905 $14.1M 4.26% -548 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 44,750 $14.1M 0.08% +10 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 44,744 $14.1M 0.03% -2,051 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,715 $14.1M 0.05% 0 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 44,546 $14M 0.37% -1,154 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 44,428 $14M 1.58% -5,177 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 44,339 $14M 0.62% -268 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 44,332 $14M 0.09% -1,641 13F-HR Timeline Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 43,036 $13.7M 8.38% -720 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 43,298 $13.6M 1.03% -101 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 42,439 $13.4M 3.76% +2,703 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 41,956 $13.2M 0.16% -11,535 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,839 $12.5M 0.13% +14,718 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 39,619 $12.5M 7.59% -1,525 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 39,538 $12.4M 0.05% +4,346 13F-HR Timeline Systelligence, LLC More: the full row for Systelligence, LLC 39,102 $12.3M 2.34% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 38,919 $12.3M 0.4% -120 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 38,834 $12.2M 0.02% +7 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 38,786 $12.2M 0.05% +272 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 38,537 $12.1M 2.39% -30 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 38,525 $12.1M 2.06% +875 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 38,408 $12.1M 1.96% -906 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 38,385 $12.1M 1.94% -16,516 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 38,203 $12M 0.06% +824 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 37,523 $11.8M 0.36% -1,771 13F-HR Timeline