ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,536,112 $1.12B +205,827 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,498,051 $1.11B 0.06% +273,995 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,450,306 $849M 1.63% +132,131 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,304,294 $567M 0.04% +49,665 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,833,274 $451M 0.56% +492,357 13F-HR/A Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 1,587,185 $391M +31,343 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,410,761 $347M -2,364 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,321,393 $325M 0.56% +38,749 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,102,341 $271M 0.16% -35,196 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,064,954 $262M 0.06% +50,127 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,062,508 $262M 0.04% -11,013 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,062,300 $262M 0.32% +114,608 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,002,829 $247M 11.49% +172,057 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 897,563 $221M -7,297 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 838,191 $206M 1.14% +14,641 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 822,967 $203M 0.04% +3,096 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 784,166 $193M 0.05% +36,212 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 742,510 $183M 0.2% -2,828 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 700,556 $172M +65,374 Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 645,027 $159M 13.86% +10,846 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 650,983 $157M 0.06% -12,752 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 638,507 $157M 5.15% -30,503 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 632,279 $156M 2.86% +48,893 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 627,651 $155M +46,406 Timeline NEPC LLC More: the full row for NEPC LLC 605,088 $149M 2.78% -21,447 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 580,333 $143M 0.03% +240,183 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 514,903 $127M 2.03% +8,825 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 444,813 $110M 0.25% +17,770 13F-HR/A Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 386,289 $95.2M 0.11% +45,712 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 377,253 $92.9M +5,206 Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 340,880 $83.9M 8.56% -7,777 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 335,664 $82.6M 0.13% +6,041 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 353,403 $72.7M 0.02% +52,555 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 289,189 $71.2M 0.04% -22,563 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 278,371 $68.5M 0.08% -104,724 13F-HR Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 273,536 $67.3M 21.67% +22,323 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 263,792 $64.9M 0.03% +17,684 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 259,693 $63.9M 0.03% -1,645 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 261,653 $63.4M 0.08% +27,788 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 250,920 $61.8M 0.06% -11,128 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 242,018 $59.6M 0.09% +785 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 237,457 $58.5M 1.84% +11,075 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 222,692 $54.8M 0.06% -8,246 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 212,634 $52.4M 15.38% +9,955 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 210,400 $51.8M 0.54% -10,024 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 209,626 $51.6M 0.06% -3,442 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 204,797 $50.4M 5.46% +241 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 192,946 $47.5M 4.25% +11,089 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 192,454 $47.4M 7.35% +9,484 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 191,481 $47.1M <0.01% -9,882 13F-HR Timeline Group Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 198,535 $46.9M 9.14% +66,816 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 190,267 $46.8M 0.08% -13,244 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 177,002 $43.6M 0.55% -14,586 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 170,932 $42.1M 1.08% +2,122 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 169,504 $41.7M 0.16% +1,197 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 166,374 $41M 3.39% +1,374 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 163,353 $40.2M 2.25% -5,063 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 162,397 $40M 0.38% -39,434 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 148,811 $36.6M 0.39% +1,659 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 145,505 $35.5M 3.13% -39,837 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 142,041 $35M 2.68% -3,565 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 141,095 $34.7M 6.47% +2,476 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 140,012 $34.5M 0.3% -4,038 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 134,242 $33.1M 8.75% -678 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 125,832 $31M 7.17% +6,361 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 123,918 $30.5M 0.06% +15,674 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 120,709 $29.7M 7.28% +3,073 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 125,792 $29.7M 2.87% +4,681 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 119,173 $29.3M 0.02% +2,529 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 117,968 $29M 1.76% +16,264 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 117,214 $28.9M 0.09% +35,085 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 115,027 $28.3M 0.8% +101,175 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 113,133 $27.9M 3.53% +1,297 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 110,162 $27.1M <0.01% +10,662 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 109,789 $27M 2.19% +1,190 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 108,688 $26.8M 0.1% -27,113 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 105,228 $25.9M 1.75% +6,772 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 101,011 $24.9M 2.53% +80,700 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 99,176 $24.4M <0.01% +9,111 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 98,879 $24.3M 1.44% +14,738 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 94,675 $23.3M 5.33% +1,331 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 93,644 $23.1M 8.31% +13,525 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 88,767 $21.9M 0.03% -2,072 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 85,655 $21.1M 0.1% -6,070 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 85,390 $21M +74,913 Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 84,873 $20.9M 1.27% +11,718 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 84,163 $20.7M 1.39% -62 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 82,765 $20.4M 0.35% new 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 84,498 $20.1M 2.64% +4,477 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 81,196 $20M 0.02% +5,624 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 80,902 $19.9M 4.06% +1,093 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 77,004 $19M 0.82% +3,618 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 76,289 $18.8M 0.03% -4,891 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 75,777 $18.7M 0.05% -2,580 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 75,730 $18.6M 0.22% +273 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 75,162 $18.5M 0.01% +9,162 13F-HR Timeline Group Applied Capital LLC More: the full row for Applied Capital LLC 74,370 $18.3M 5.9% +4,699 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 74,006 $18.2M 0.09% +898 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 71,178 $17.5M 0.01% +32,135 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 70,004 $17.2M 2.48% -709 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 69,812 $17.2M 7.38% +1,549 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 69,796 $17.2M 0.08% +2,105 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 68,890 $17M 2.17% +9 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 69,131 $16.9M <0.01% +14,322 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 67,708 $16.7M 8.95% -565 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 67,153 $16.5M 2.12% -5,181 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 63,741 $15.7M <0.01% +4,532 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 63,648 $15.7M 2.38% -412 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 62,751 $15.4M 0.09% -1,273 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 61,720 $15.2M 2.61% +194 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 66,806 $15.1M 0.04% +33,096 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 61,166 $15.1M 0.78% +712 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 60,101 $14.8M 0.18% -330 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 59,905 $14.7M 0.02% +23,558 13F-HR/A Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 58,031 $14.3M 0.62% -2,671 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 57,940 $14.3M 0.27% +3,908 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 56,215 $13.8M 6.46% -462 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 53,748 $13.2M 1.04% -1,021 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 53,497 $13.2M 4.36% +1,906 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 52,502 $12.9M 0.16% +10,058 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 50,483 $12.4M 0.11% +25,733 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 49,422 $12.2M 3.09% -31,370 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 49,337 $12.1M 0.01% -469,909 13F-HR Timeline Group Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 49,210 $12M 3.77% +14,794 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 48,761 $12M 0.97% -2,202 13F-HR Timeline Group MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 48,447 $11.9M 8.69% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 48,259 $11.9M 0.05% +5,636 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 49,482 $11.8M 0.29% +3,280 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 47,599 $11.7M 0.64% -429 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 46,399 $11.4M 0.02% -2,449 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 54,593 $11.3M 0.19% -92 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 45,406 $11.2M 0.39% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 44,214 $10.9M 0.07% +18,711 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 43,942 $10.8M 0.05% +39,012 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 43,846 $10.8M 2.08% +8,145 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 43,511 $10.7M 3.2% +1,506 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 43,214 $10.6M 0.14% -3,044 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 42,930 $10.6M 5.25% -5 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 42,607 $10.5M 6.06% -693 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 42,267 $10.4M 0.1% -79,223 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 42,373 $10.4M 1.68% -237 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 41,724 $10.3M 0.68% -439 13F-HR/A Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 41,698 $10.2M 2.37% +4,171 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 40,898 $10.1M 0.01% +16,667 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 40,843 $10.1M <0.01% +667 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 40,749 $10M 0.04% -368 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 40,114 $9.88M 0.19% -949 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 39,994 $9.85M 0.11% +2,684 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 39,255 $9.66M 0.79% -331 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 38,795 $9.55M 7.46% -2,866 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 38,153 $9.39M 4% +5,200 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 38,086 $9.38M 0.03% +23,577 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 37,554 $9.25M <0.01% +1,300 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 37,552 $9.25M 2.46% -743 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 36,892 $9.08M 0.37% -14,682 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 36,406 $8.97M 1.3% -361 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 37,015 $8.94M 0.01% +9,135 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 36,253 $8.93M 0.01% +3,169 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 36,150 $8.9M 1.38% +2,793 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 35,237 $8.68M 0.03% +1,317 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 34,818 $8.57M 0.98% -2,615 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 34,411 $8.47M 0.16% -81,338 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 33,605 $8.27M 1.3% -1,926 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 33,008 $8.25M 0.43% +532 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 33,978 $8.2M 0.23% +1,009 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 32,746 $8.06M 3.33% -6 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 32,327 $7.96M 0.92% +1,983 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 31,610 $7.78M 0.52% -11,112 13F-HR Timeline Group Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 31,610 $7.78M 1.85% +276 13F-HR Timeline Geneos Wealth Management Inc. 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