JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 18,664,465 $5.44B 2.61% +825,260 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 12,262,531 $3.66B 2.49% +45,572 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 $1.96B 15.06% 0 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,463,070 $1.33B +2,152,744 Timeline VANGUARD GROUP INC group of 4 filers holding More: the full row for VANGUARD GROUP INC 4,035,881 $1.21B +4,034,983 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,841,612 $849M 0.52% +80,456 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/ 2,689,576 $804M 0.06% -97,969 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,689,121 $804M 0.05% -32,252 13F-HR Timeline Group Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,555,957 $764M 50.86% +44,086 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,102,746 $628M 0.36% -3,592 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,847,637 $552M -87,630 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,551,255 $464M +101,834 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,533,046 $458M 0.02% -12,865 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,438,617 $430M 0.09% -11,697 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,369,690 $409M 3.08% +54,875 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 1,240,667 $371M 26.29% +62,854 13F-HR/A Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,037,646 $338M 12.97% -63,684 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 844,862 $252M 0.06% +38,772 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 836,558 $250M 0.99% +80,853 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 807,783 $241M 1.9% +262,452 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 792,998 $237M 0.04% -21,243 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 766,555 $229M 0.07% +28,668 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 745,929 $223M 0.06% -17,925 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 738,555 $221M 0.48% +20,753 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 728,167 $212M 21.15% +30,639 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 640,266 $191M 1.62% -11,537 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 603,947 $180M 0.21% +15,649 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 576,805 $172M -19,887 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 540,385 $162M +10,788 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 529,356 $158M 2.48% +20,690 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 529,201 $158M 0.68% +10,736 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 491,868 $147M 19.94% -8,906 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 445,130 $133M 2.86% +66,691 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 445,130 $133M 2.48% +66,691 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 443,513 $133M 1.63% -9,071 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 430,897 $129M 7.71% -135 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 429,065 $128M 29.36% +2,628 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 425,422 $127M 4.58% +959 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 413,306 $124M 2.93% +163,418 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 392,369 $117M 0.12% -1,935 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 385,016 $115M 4.96% +4,888 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 383,260 $115M 0.16% -6,275 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 380,612 $114M 1.58% -9,030 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 364,547 $109M 9.5% +6,695 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 362,806 $108M +78,099 Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 352,290 $105M 2.35% +53,865 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 348,373 $104M 0.01% +10,371 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 326,369 $97.5M 3.88% -12,109 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 318,319 $95.1M <0.01% +137,579 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 316,012 $91.7M 0.01% +19,296 13F-HR/A Timeline Group Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 300,000 $89.7M 1.05% 0 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 295,789 $88.4M 21.04% +2,854 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 287,055 $85.8M 5.55% -19,987 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 323,899 $84.2M 0.54% +4,007 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 264,311 $78.8M 7.69% +1,626 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 260,987 $78M 0.35% -4,964 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 257,442 $76.9M 0.21% -41,118 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 253,496 $75.8M 0.13% +6,332 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 253,161 $75.7M 1.72% +8,194 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 219,002 $65.6M 0.09% -1,165 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 216,623 $64.7M 5.52% -17,195 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 214,440 $64.1M 0.09% -22,899 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 212,324 $63.5M 0.09% +3,824 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 211,550 $63.2M 1.14% -4,333 13F-HR/A Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 211,235 $63.1M 38.39% +3,533 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 204,185 $61M 3.63% +546 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 203,078 $60.7M 20.28% -32,802 13F-HR 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 195,721 $58.5M 1.28% +137,570 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 194,297 $58.1M 0.23% +4,080 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 193,088 $57.7M 5.01% -13,586 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 191,036 $57.1M 14.55% +4,675 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 189,574 $56.7M 13.49% +10,444 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 187,507 $56M 7.96% 13F-HR Timeline Financial Planning Navigators CORP More: the full row for Financial Planning Navigators CORP 178,447 $53.3M 23.38% +7,130 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 177,515 $53.1M 0.55% +23,327 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 171,050 $51.1M 0.78% -204,961 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 168,552 $50.4M 2.23% +1,388 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 167,368 $50M 14.94% +2,031 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 164,502 $49.2M 3.05% +3,356 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 163,842 $49M 0.13% +3,286 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 159,809 $47.8M 0.95% +1,369 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 158,165 $47.3M 0.22% -5,216 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 157,973 $47.2M 0.09% +50,074 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 147,593 $44.1M 7.14% -116,366 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 147,066 $44M 1.21% -484 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 144,988 $43.3M 0.06% +13,710 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 133,685 $40.3M 0.09% -53,585 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 131,938 $39.4M 2.92% +7,115 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 131,162 $39.2M 0.07% +40,032 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 126,833 $37.9M 0.54% -2,498 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 125,555 $37.5M <0.01% -211 13F-HR Timeline Group Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 121,493 $36.3M 17.69% +3,313 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 121,461 $36.3M 0.33% -10,426 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 117,760 $35.2M 0.03% new 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 117,038 $35M 0.06% +445 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 116,695 $34.9M 5.58% -13,508 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 116,651 $34.9M 0.04% +2,642 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 112,445 $33.6M 0.36% -457 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 110,036 $32.9M 1.35% +5,942 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 108,982 $32.6M 16.22% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 108,889 $32.5M 0.16% +23,315 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 107,557 $32.1M 0.04% +9,033 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 107,501 $32.1M 2.09% -3,097 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 106,838 $31.9M 0.01% -16,279 13F-HR Timeline Group Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 102,753 $30.7M -14,097 Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 98,599 $29.5M 29.04% +4,378 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 92,083 $27.5M +6,870 Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 90,889 $27.2M 4.25% +8,242 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 90,161 $26.9M 3.43% +2,864 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 88,753 $26.5M 0.14% +2,095 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 88,071 $26.3M 2.37% -359 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 87,000 $26M 4.55% 0 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 86,744 $25.9M 2.57% +23,893 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 86,382 $25.8M 23.94% -296 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 85,734 $25.6M 22.18% -4,241 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 85,097 $25.4M 5.78% +5,647 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 81,967 $24.7M 0.42% -5,748 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 80,797 $24.1M 3.11% -7,282 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 80,520 $24.1M 0.15% -115 13F-HR Timeline Group MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 79,846 $23.9M 4.71% +1,127 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 79,745 $23.8M 0.09% -18,064 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 78,036 $23.3M 0.28% -15,546 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 77,840 $23.3M 1.94% +15,243 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 70,384 $22.7M 2.04% +82 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 74,694 $22.3M 0.03% +10,489 13F-HR Timeline Group AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 73,021 $22.1M 2.41% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 72,745 $21.7M 0.27% -1,517 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 70,707 $21.1M 11.54% -1,849 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 69,905 $20.9M 0.27% -1,530 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 67,937 $20.3M 0.23% -579 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 67,443 $20.2M 9.52% -1,273 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 67,329 $20.1M 6.67% +1,594 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 67,140 $20.1M 1.29% -1,259 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 66,145 $19.8M 8.25% +526 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 66,039 $19.7M 7.42% -5,754 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 64,410 $19.2M 1.72% -2,355 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 64,279 $19.2M 10.91% -12 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 64,248 $19.2M 1.14% -146 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 64,112 $19.2M 2.24% -1,111 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 60,661 $18.4M 0.38% -1,211 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 60,322 $18M 3.45% +407 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 59,926 $17.9M 1.31% -207 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 51,985 $17.6M 0.36% -371 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 58,054 $17.3M 2.43% -1,463 13F-HR Timeline Group Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 57,428 $17.2M 16.96% -318 13F-HR Timeline Northern Capital Management, Inc. More: the full row for Northern Capital Management, Inc. 57,001 $17M 8.54% -869 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 53,665 $16.9M 0.01% -1,561 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 56,529 $16.9M 10.09% +1,812 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 55,294 $16.5M 0.29% +2,048 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 53,970 $16.1M 0.09% -908 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 53,342 $15.9M 0.69% +9,003 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 53,009 $15.8M 1.85% -181 13F-HR Timeline CX Institutional More: the full row for CX Institutional 52,865 $15.8M 0.48% -342 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 51,595 $15.4M 10.26% +236 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 51,373 $15.4M 3.53% -108 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 51,298 $15.3M 1.89% +3,332 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 50,356 $15M 2.18% -150 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 50,232 $15M 3.19% -118 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 50,009 $14.9M 0.19% +255 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 49,911 $14.9M 0.01% -1,952 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,701 $14.9M 0.12% +7,745 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 49,546 $14.8M 2.28% -28 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 49,091 $14.7M 10.37% -4,158 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 48,866 $14.6M 0.02% +1,170 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 48,453 $14.5M 0.02% +10,946 13F-HR Timeline Group Daner Wealth Management, LLC More: the full row for Daner Wealth Management, LLC 42,618 $14.5M 8.5% -418 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 48,276 $14.4M 0.37% -141 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 47,767 $14.3M 3.24% +834 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 47,507 $14.2M 0.13% +45,866 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 47,198 $14.1M 2.89% -348 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 47,074 $14.1M 1.97% -2,444 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 46,014 $13.8M 4.03% +1,109 13F-HR Timeline Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 45,800 $13.7M 4.57% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 45,539 $13.6M 0.08% +548 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 45,537 $13.6M 5.94% -2,621 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 45,143 $13.5M 0.08% +393 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 45,127 $13.5M 0.66% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 44,747 $13.4M 1.52% +319 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 44,677 $13.4M 0.07% +26,541 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 44,506 $13.3M 0.05% -209 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 44,189 $13.2M 0.03% +20,032 13F-HR Timeline Group Destination Wealth Management More: the full row for Destination Wealth Management 44,178 $13.2M 0.34% -368 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 43,989 $13.1M 0.09% -343 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 43,081 $12.9M 0.96% -217 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 42,561 $12.7M 3.78% +122 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 42,027 $12.7M 0.12% +2,188 13F-HR Timeline Financial Engines Advisors L.L.C. 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