BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 114,353,764 $6.2B 0.46% +1,529,437 13F-HR/A Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 77,185,971 $4.18B +2,872,395 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 74,834,185 $4.05B 2.7% +3,217,413 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 52,475,303 $2.84B 5.62% -96,824 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 50,984,458 $2.76B 0.17% +1,819,742 13F-HR/A Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 47,270,138 $2.56B 6.01% +1,790,766 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 44,986,245 $2.44B 0.5% +2,063,591 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 44,301,345 $2.4B 0.31% +231,937 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,511,183 $2.25B -7,681,634 Timeline WIT, LLC More: the full row for WIT, LLC 38,402,552 $2.08B 47.13% +1,939,188 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 34,952,027 $1.89B 5.25% +416,922 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 24,089,166 $1.31B 2.49% -114,500 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 19,436,844 $1.05B 0.21% +874,731 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 18,604,973 $1.01B 0.77% -270,410 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 17,755,887 $971M 1.47% +659,045 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 16,250,043 $880M 0.26% +238,381 13F-HR Timeline WealthNavi Inc. More: the full row for WealthNavi Inc. 15,310,461 $830M 7.69% -342,789 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 15,303,927 $829M 1.38% +2,503,000 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 15,013,711 $813M 0.05% +2,405,530 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,373,170 $779M 0.11% -240,461 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 13,457,101 $729M 0.13% +78,879 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 13,117,163 $711M 0.92% -60,293 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 11,842,466 $642M 12.47% -2,190,836 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 11,318,380 $613M 0.66% -41,126 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 10,908,442 $591M 0.11% -90,566 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. 10,284,361 $557M 0.34% +66,763 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 9,897,182 $537M 0.12% +452,472 13F-HR Timeline Group TIAA group of 3 filers holding More: the full row for TIAA 9,402,257 $509M -568,000 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 8,927,078 $484M 2.53% +587,794 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 7,777,858 $421M 0.66% +1,804,502 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,460,988 $404M 0.48% -27,084 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 7,159,068 $388M 0.5% -222,419 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,033,631 $381M 0.12% +510,291 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,719,326 $364M 0.25% -48,840 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,594,677 $357M 8.65% +445,677 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 6,531,681 $354M 7.97% +274,778 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 6,211,582 $337M 8.03% -557,483 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 6,211,582 $337M 6.79% -557,483 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 5,990,927 $325M 0.37% +1,125,803 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 5,841,343 $316M 12.84% +1,355,505 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,738,673 $311M 0.5% +626,161 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 5,172,059 $280M +320,709 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 4,580,750 $248M 0.29% +1,153,995 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 4,453,487 $241M 0.22% -104,438 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,343,901 $235M 3.04% +49,734 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 4,304,074 $232M 0.18% +944,352 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,262,815 $231M 3.64% +120,927 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,051,221 $219M 2.49% +170,753 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 3,743,319 $203M +158,565 Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,705,919 $201M 3.02% -62,642 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,665,055 $199M 2.16% -17,781 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,662,285 $197M 0.13% +259,105 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,473,637 $188M 1.18% +129,324 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,439,955 $186M 0.15% -247,265 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,354,099 $182M 1.18% +83,672 13F-HR/A Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,232,404 $175M 2.24% +6,250 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,213,199 $174M 3.6% +169,213 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3,202,086 $174M 3.18% +903,378 13F-HR/A Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 3,143,808 $170M 6% -39,003 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,141,084 $170M 0.07% +30,891 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,883,664 $156M 4.45% -5,393 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,849,679 $154M 2.14% +116,842 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,820,540 $154M 5.73% +212,470 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,804,960 $152M 0.41% +16,037 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2,773,818 $150M 2.37% +76,121 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,766,444 $150M 0.29% +599,803 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,746,914 $149M 1.94% -10,866 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,737,361 $148M 0.25% -14,922 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,728,900 $146M 0.2% +345,726 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,571,930 $139M 6.02% +81,491 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,559,355 $139M 0.49% -32,188 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,511,078 $136M 0.46% -72,972 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 2,475,609 $134M 0.53% +639,149 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 2,360,713 $128M 1.04% new 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 2,260,818 $122M 6.6% +1,099,444 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,191,550 $119M 1.89% +105,325 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 2,182,893 $118M 3.37% +38,366 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,105,573 $114M 3.54% new 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 2,087,214 $113M 8.47% -116 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,076,732 $113M 2.37% -16,984 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 1,996,647 $108M 2.85% -238,008 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,988,966 $108M +48,189 Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,978,163 $107M 4.2% +1,974,971 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,887,571 $102M 0.39% -45,935 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 1,823,018 $98.8M 0.03% -676,165 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,803,128 $97.7M 0.01% +34,981 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,802,200 $97.6M 0.62% +125,665 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 1,799,827 $97.5M 4.32% -92,012 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,753,702 $95M 0.23% +45,551 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,737,750 $94.2M 0.95% -8,463 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,710,287 $92.7M 1.07% -35,409 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 1,703,960 $92.3M 5.72% +73,033 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,671,450 $91.1M 2.03% +297,470 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,626,147 $88.1M 1.22% +102,317 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,612,062 $87.3M 0.13% +49,480 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,576,824 $85.4M 0.12% -231,385 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,532,655 $83M 2.35% -125,719 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,506,564 $81.6M 1.06% +41,728 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,499,490 $81.2M 9.28% +540,790 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 1,464,924 $79.4M 7.26% +59,399 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,453,859 $78.8M 1.72% -127,433 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 1,450,238 $78.6M 2.76% +22,291 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,443,196 $78.2M 1.63% +110,625 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,399,311 $75.8M 0.1% +10,561 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,382,590 $74.9M 0.33% +42,197 13F-HR/A Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,376,569 $74.6M 5.35% +30,599 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 1,365,386 $74M -1,653,803 Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,310,716 $71M 1.83% 0 13F-HR/A Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,282,714 $69.5M 2.13% +16,338 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,265,324 $68.6M 0.14% +5,474 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 1,239,543 $67.2M 2.13% +16,371 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,219,790 $66.1M 3.36% +6,458 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,192,101 $64.6M 0.59% +17,442 13F-HR Timeline Parkwood LLC More: the full row for Parkwood LLC 1,190,229 $64.5M 6.29% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,142,080 $61.9M 0.28% +52,563 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,127,411 $61.8M 1.32% +30,101 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,138,513 $61.7M 1.92% +994,970 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,114,941 $60.4M 2.99% -13,424 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 1,114,281 $60.4M 0.03% -7,056 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,095,104 $60M 0.68% -14,021 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,092,918 $59.2M 0.22% -474,479 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,092,856 $59.2M 0.03% -847,056 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,079,396 $58.5M 0.45% +33,789 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,065,047 $57.7M 3.4% +92,977 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,056,665 $57.3M 2.6% -73,721 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,055,212 $57.2M 7.26% +9,712 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,052,337 $57M 0.12% +33,053 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,052,142 $57M 0.32% +40,128 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 1,045,176 $56.6M 3.92% +2,669 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 1,042,880 $56.5M 3.54% +58,897 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,030,525 $55.8M 0.93% +21,462 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,023,779 $55.4M 2.48% -8,232 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,012,272 $54.8M 0.15% +47,252 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 999,212 $54.1M +277,006 Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 999,003 $54.1M 3.09% +488,474 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 981,006 $53.2M 2.68% -3,176 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 971,060 $52.6M 0.06% +4,526 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 967,821 $52.4M 0.47% +67,488 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 957,779 $51.9M 1.07% -1,368 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 934,652 $50.6M 0.37% +26,377 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 912,904 $49.5M 3.23% +18,207 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 998,808 $49.4M 2.51% +57,251 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 879,260 $47.6M 5.54% +73,650 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 860,721 $46.6M 1.51% +40,805 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 817,502 $44.3M 0.66% +791,629 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 811,062 $43.9M 0.19% -40,876 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 810,469 $43.9M 0.01% -732,303 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 788,128 $43M 0.28% +98,645 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 780,324 $42.3M 3.15% -22,760 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 769,820 $41.7M 0.33% +21,132 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 769,560 $41.7M 0.18% -9,967 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 768,640 $41.5M +768,109 Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 761,237 $41.2M 2.81% +54,487 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 751,830 $40.9M 0.26% +116,657 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 753,717 $40.8M 0.35% +282,451 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 739,729 $40.1M 6.27% -42,613 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 735,342 $39.8M 0.03% +22,742 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 730,643 $39.6M 0.84% +5,012 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 725,092 $39.3M 1.96% +4,019 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 712,513 $38.6M 1.3% +20,917 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 699,076 $37.9M 1.97% +4,663 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 697,225 $37.8M 0.44% -47,061 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 690,207 $37.4M 1.62% +2,174 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 689,109 $37.3M 0.33% +289,697 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 670,845 $36.3M 3.16% +1,045 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 663,604 $36M 2.17% +8,861 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 660,787 $35.8M 0.82% -4,449 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 652,294 $35.3M 0.17% +36,374 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 652,056 $35.3M 0.2% -845 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 651,974 $35.3M 0.85% +1,179 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 649,782 $35.2M 6.69% -3,113 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 681,158 $35.1M 0.86% 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 643,458 $34.9M -85,374 Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 634,552 $34.4M 1.9% -18,746 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 632,107 $34.2M 1.93% +15,139 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 631,679 $34.2M 0.18% -32,055 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 627,293 $34M 2.01% +5,820 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 625,253 $33.9M 0.39% +9,252 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 615,292 $33.3M 0.33% -2,039 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 610,133 $33.1M 0.45% -50,018 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 608,172 $33M 3.92% new 13F-HR Timeline Group STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 606,777 $32.9M 1.35% -1,443 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 603,826 $32.7M 0.09% +9,021 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 595,931 $32.3M 4.9% -14,709 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 595,050 $32.2M 0.06% +276,399 13F-HR Timeline Group MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 594,548 $32.2M 0.34% -3,995 13F-HR Timeline Group Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 593,756 $32.2M 3.97% +10,875 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 590,564 $32M 0.18% +18,222 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 588,161 $31.9M 6.24% +3,025 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 566,182 $30.7M 3.28% +1,463 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 564,384 $30.6M 0.13% +142,469 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 557,485 $30.2M 0.18% +436,182 13F-HR/A Timeline Group DUPONT CAPITAL MANAGEMENT CORP More: the full row for DUPONT CAPITAL MANAGEMENT CORP 556,867 $30.2M 3.12% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 553,717 $30M 4.3% -1,023 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 542,857 $29.4M 1.33% +173,259 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 541,427 $29.3M 4.15% -1,494 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 540,385 $29.3M 0.5% +41,855 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 538,350 $29.2M 2.66% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 534,917 $29M 4.86% +6,708 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 534,581 $29M 3.13% +20,476 13F-HR Timeline