BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 112,824,327 $5.58B 0.45% +3,796,239 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 74,313,576 $3.68B +3,322,734 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 71,616,772 $3.54B 2.58% +3,096,579 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 52,572,127 $2.6B 5.54% -3,234,942 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 49,192,817 $2.43B -376,802 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 49,164,716 $2.43B 0.16% +1,995,202 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 45,479,372 $2.25B 5.79% +59,298 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 44,069,408 $2.18B 0.3% +549,043 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 42,922,654 $2.12B 0.47% +209,754 13F-HR Timeline Group WIT, LLC More: the full row for WIT, LLC 36,463,364 $1.8B 44.7% +2,036,640 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 34,535,105 $1.71B 5.12% +452,134 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,203,666 $1.2B 2.39% -28,228 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,875,383 $934M 0.8% -132,718 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 18,562,113 $918M 0.19% +1,122,936 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,096,842 $855M 1.42% +1,399,523 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,011,662 $792M 0.26% +1,085,309 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 15,653,250 $774M 7.8% -1,169,682 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,613,631 $723M 0.12% -1,962,239 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 14,033,302 $694M 13.31% +7,389 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,378,222 $662M 0.13% +195,321 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,177,456 $652M 0.94% +168,413 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 12,800,927 $633M 1.42% +1,045,218 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 12,608,181 $624M 0.04% +175,239 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,359,506 $562M 0.65% -320,995 13F-HR Timeline Group 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 10,999,008 $544M 0.1% -203,184 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. 10,217,598 $505M 0.33% -48,168 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 9,970,257 $493M -623,841 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,444,710 $467M 0.12% +1,136,775 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,339,284 $412M 2.32% +3,180 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,488,072 $370M 0.47% +113,498 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,381,487 $365M 0.48% -174,686 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 6,769,065 $335M 8.06% -840,124 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 6,769,065 $335M 6.76% -840,124 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,768,166 $335M 0.23% -46,601 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,523,340 $323M 0.11% +162,788 13F-HR Timeline Group Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 6,256,903 $309M 7.74% +2,891,204 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,149,000 $304M 7.86% +1,212,236 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,938,667 $294M 1.93% +525,971 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,973,356 $293M 0.39% -499,673 13F-HR/A Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,112,512 $253M 0.44% +434,937 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,865,124 $241M 0.3% -174,847 13F-HR Timeline Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 4,851,350 $240M -167,513 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,557,925 $225M 0.22% -15,544 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 4,485,838 $222M 10.35% +279,125 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,294,167 $212M 2.96% -20,095 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,141,888 $205M 3.5% +117,175 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,880,468 $192M 2.4% +328,216 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,768,561 $186M 3.02% +652,119 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,687,220 $182M 0.16% +174,872 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,682,836 $182M 2.02% -121,244 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,584,754 $177M +248,050 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,426,755 $169M 0.29% +213,095 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,403,180 $168M 0.13% +272,686 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,359,722 $166M 0.14% +2,173,157 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,344,313 $165M 1.15% -16,147 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,270,427 $162M 1.11% +150,652 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,226,154 $160M 2.16% +63,497 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,182,811 $157M 5.84% -74,664 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,110,193 $154M 0.08% +7,791 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,043,986 $152M 3.44% +985,600 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 3,019,189 $149M +1,507,231 Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,889,057 $143M 4.33% +13,673 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,788,923 $138M 0.4% +168,879 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,757,780 $136M 1.9% -102,689 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,752,283 $136M 0.24% -87,522 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,732,837 $135M 2.04% +141,386 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,697,697 $133M 2.24% +171,389 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,608,070 $129M 5.52% +149,662 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,591,543 $128M 0.48% -30,060 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,584,050 $128M 0.44% -57,813 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,499,183 $124M 0.04% +73,604 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,490,439 $123M 5.75% +8,535 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,383,174 $118M 0.21% +260,382 13F-HR/A Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 2,298,708 $114M 2.51% +16,293 13F-HR/A Timeline NEPC LLC More: the full row for NEPC LLC 2,234,655 $111M 2.8% +121,280 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,166,641 $107M 0.24% +377,468 13F-HR/A Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,144,527 $106M 3.22% +169,796 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,093,716 $104M 2.29% -8,646 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,087,330 $103M 8.73% -84,129 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,086,225 $103M 1.82% +72,772 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,940,777 $96M +144,937 Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,939,912 $95.9M 0.06% -294,107 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,933,506 $94.3M 0.37% +108,033 13F-HR Timeline Group Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,891,839 $93.6M 4.49% +22,513 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,836,460 $90.8M 0.37% -336,753 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,808,209 $89.4M 0.13% -70,657 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,768,147 $87.5M <0.01% -5,483 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 1,757,212 $86.9M 4.06% +41,483 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,746,213 $86.4M 0.92% -63,484 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,745,696 $86.3M 1.07% -31,202 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,708,151 $84.5M 0.22% +216,233 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,676,535 $82.9M 0.58% +45,416 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,658,374 $82M 2.39% +56,990 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,630,927 $80.7M 5.48% +92,634 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,581,292 $78.2M 1.75% +84,558 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,567,397 $77.5M 0.3% +462,782 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,562,582 $77.3M 0.13% -67,305 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,542,772 $76.3M 0.01% +1,524,907 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,523,830 $75.4M 1.29% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,464,836 $72.5M 1.03% +55,535 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,427,947 $70.6M 2.68% -170,694 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,405,525 $69.5M 6.59% +91,077 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 1,389,256 $68.7M 0.78% +63,490 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,388,750 $68.7M 0.09% +6,714 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 1,373,980 $67.9M 1.84% +107,973 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,345,970 $66.6M 5.19% +16,694 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,340,393 $66.3M 0.33% +20,960 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,332,571 $65.9M 1.55% +68,183 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,310,716 $64.8M 1.45% +414,016 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,266,376 $62.6M 2.13% -67,929 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,259,850 $62.3M 0.14% +43,007 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,223,172 $60.5M 1.95% +11,526 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,213,332 $60M 3.19% +31,835 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 1,190,229 $58.9M 5.41% +1,100,724 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,174,659 $58.1M 0.57% +152,538 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 1,161,374 $57.4M 3.51% +40,690 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,130,386 $55.9M 2.63% -312,901 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,128,365 $55.8M 3% +1,093,150 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,121,337 $55.5M 0.03% -17,394 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,109,125 $54.8M 0.66% +12,132 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,097,310 $54.3M 1.23% -11,774 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,089,517 $53.9M 0.28% +61,197 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,045,607 $51.7M 0.44% +15,650 13F-HR/A Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,045,500 $51.7M 7.27% -6,874 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,044,305 $51.7M 3% +18,827 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,042,507 $51.6M 3.84% +32,288 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,032,011 $50.9M 2.41% -33,028 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,019,284 $50.4M 0.12% +712,649 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,012,014 $50.1M 0.3% +3,163 13F-HR Timeline Group CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,009,063 $49.9M 0.9% +12,887 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 984,182 $48.7M 2.68% +175,871 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 983,983 $48.7M 3.33% +72,231 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 972,070 $48.1M 3.03% +74,707 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 966,534 $47.8M 0.05% -96,905 13F-HR/A Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 965,020 $47.7M 0.15% +10,307 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 959,147 $47.4M 1.06% +5,081 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 958,700 $47.4M 5.84% 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 949,158 $46.9M 0.26% +184,242 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 941,557 $46.6M 2.56% +12,092 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 908,275 $44.9M 0.37% +144,754 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 900,333 $44.5M 0.45% +51,504 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 894,697 $44.3M 3.06% +9,330 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 851,938 $42.1M 0.28% -125,813 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 819,916 $40.6M 1.53% +1,527 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 805,610 $39.8M 5.43% +69,298 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 803,084 $39.7M 3.12% -13,617 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 782,342 $38.7M 6.16% +10,489 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 779,527 $38.6M 0.18% +48,326 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 755,400 $37.4M 0.03% +611,312 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 748,688 $37M 0.44% -110,597 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 744,286 $36.8M 0.46% -26,700 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 738,613 $36.5M 0.65% -5,489 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 728,832 $36M +255,228 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 725,631 $35.9M 0.86% +12,738 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 722,206 $35.7M +86,914 Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 721,073 $35.7M 1.88% +6,560 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 712,600 $35.2M 0.03% +42,562 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 706,750 $35M 2.58% +23,290 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 694,413 $34.3M 1.89% +15,666 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 691,596 $34.2M 1.3% +678,106 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 689,483 $34.2M 0.24% -38,053 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 688,033 $34.2M 1.6% +7,080 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 669,800 $33.1M 3.07% -9,772 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 665,236 $32.9M 0.81% +13,548 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 663,734 $32.8M 0.18% +52,443 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 660,151 $32.7M 0.53% -88,503 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 654,743 $32.4M 2.2% -81,442 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 653,298 $32.3M 1.87% +115,946 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 652,901 $32.3M 0.19% +71,700 13F-HR Timeline Group PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 652,895 $32.3M 6.61% +17,501 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 650,795 $32.2M 0.92% +4,163 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 635,173 $31.3M 0.24% +30,722 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 621,473 $30.7M 2.19% -10,437 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 617,331 $30.5M 0.34% -5,417 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 616,968 $30.5M 1.82% -18,350 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 616,001 $30.5M 0.36% -38,277 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 615,920 $30.5M 0.16% +11,883 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 614,927 $30.4M 0.64% +20,168 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 610,640 $30.2M 4.86% +43,589 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 608,220 $30.1M 1.28% +3,685 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 598,543 $29.6M 0.32% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 594,805 $29.4M 0.08% -22,028 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 585,136 $28.9M 6.06% +59,025 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 582,881 $28.8M 3.79% +42,252 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 572,342 $28.3M 0.22% +28,562 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 564,719 $27.9M 3.2% +3,445 13F-HR Timeline DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 556,867 $27.5M 2.96% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 554,740 $27.4M 4.18% -3,897 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 542,921 $26.9M 4.05% +29,014 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 524,429 $26.7M 0.67% +12,903 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 538,604 $26.6M 3.41% -4,048 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 538,350 $26.6M 2.1% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 527,027 $26.6M 1.22% +1,951 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 528,209 $26.1M 5.11% +63,831 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 518,732 $25.7M 0.74% -6,509 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 516,560 $25.5M 0.67% +20,510 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 515,193 $25.5M 1.96% +912 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 514,105 $25.4M 3.1% +10,801 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 513,043 $25.4M 2.46% +13,286 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 510,529 $25.3M 1.64% +64,721 13F-HR Timeline