ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,821,118 $726M -146,359 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,447,344 $655M 1.91% +184,542 13F-HR/A Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,371,286 $640M 0.04% -40,948 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,610,619 $306M 0.03% -7,874 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,161,145 $221M -339,985 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,157,958 $220M 0.6% -14,619 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,157,672 $220M 0.21% -75,597 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,149,597 $218M 0.29% +16,043 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 946,027 $180M +78,122 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 931,632 $177M 0.07% +200,455 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 823,874 $157M 0.03% +48,028 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 779,659 $148M 1.47% +17,871 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 761,649 $145M 0.31% +127,056 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 759,332 $144M 0.03% +156,796 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 744,070 $141M +55,745 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 699,253 $133M 0.05% 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 647,368 $123M 0.03% -20,248 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 611,608 $116M 4.21% -22,178 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 560,532 $106M 0.03% +132,735 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 559,197 $106M 0.35% -8,261 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 558,146 $106M 4.56% +83,497 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 545,426 $104M 8.61% +30,164 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 530,237 $101M -18,535 Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 524,826 $99.7M 1.28% -3,006 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 482,809 $91.7M 0.09% -1,960 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 472,231 $89.7M 2.41% +79,619 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 439,830 $84.6M 0.16% +137,279 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 433,547 $82.4M 2.01% +4,585 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 400,993 $76.2M 13.39% +26,385 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 365,560 $69.4M 1.94% +37,148 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 355,986 $67.6M 6.3% -11,227 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 349,040 $66.3M 7.27% -172 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 338,212 $64.3M 0.14% +42,050 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 325,371 $61.8M 0.02% -6,333 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 308,235 $58.6M 3.83% +11,097 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 307,140 $58.4M 0.05% +59,201 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 304,543 $57.9M 0.05% +1,062 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 265,420 $50.4M 0.11% -2,640 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 258,482 $49.1M 0.02% -23,460 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 254,425 $48.3M 1.03% +27,029 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 246,372 $46.8M 0.08% -10,170 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 237,868 $45.2M 0.08% +76,768 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 229,363 $43.6M 2.38% +926 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 227,972 $43.3M 0.06% +89 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 215,572 $41M 4.46% -3,703 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 195,751 $37.2M 6.47% +22 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 190,131 $36.1M 0.12% -2,480 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 189,769 $36.1M 1.18% +27,910 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 187,380 $35.6M 8.29% +53,594 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 186,918 $35.5M 16.6% -3,468 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 162,640 $30.9M 0.19% -3,988 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 160,782 $30.5M 0.98% new 13F-HR Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 149,818 $28.5M 18.48% -4,858 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 149,282 $28.4M 0.92% -5,325 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 148,752 $28.3M 0.07% +1,643 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 144,651 $27.5M 0.36% +1,522 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 138,281 $26.3M 7.74% +8,075 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 136,046 $25.8M 6.42% +8,813 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 128,143 $24.3M 8.16% -740 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 118,527 $22.5M 0.35% +3 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 113,787 $21.6M 3.42% +4,373 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 111,804 $21.2M 0.02% +32,802 13F-HR Timeline Group EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 111,759 $21.2M 0.09% +58,409 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 110,684 $21M 2.2% +18,982 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 107,486 $20.4M 0.11% +2,824 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 102,276 $19.4M 0.02% +5,115 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 98,420 $18.7M 6.86% -3,183 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 96,035 $18.2M <0.01% +10,201 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 95,118 $18.1M 2.32% +1,326 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 93,515 $17.8M 0.6% +91,977 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 91,849 $17.4M 0.02% -9,372 13F-HR Timeline Group BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 91,262 $17.3M 8.43% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 88,768 $16.9M 0.03% +6,899 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 88,605 $16.8M 0.55% +2,544 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 86,236 $16.4M +7,254 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 84,817 $16.3M 0.03% -4,699 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 83,840 $15.9M 4.6% +403 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 83,002 $15.8M 0.17% -2,557 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 80,998 $15.4M 6.51% 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 79,286 $15.1M 0.26% +40,392 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 78,626 $14.9M 5.59% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 78,419 $14.9M 0.09% +5,866 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 78,297 $14.9M 0.12% +37,863 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 77,812 $14.8M 1.13% +68 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 76,271 $14.5M 0.99% -906 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 74,400 $14.1M 1.39% +15,391 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 74,238 $14.1M 1.57% +183 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 73,613 $14M 0.56% +157 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 73,610 $14M 0.31% -39 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 73,168 $13.9M 0.89% +2,872 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 72,815 $13.8M 0.24% -1,360 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 72,403 $13.8M 0.04% -1,002 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 72,252 $13.7M 0.11% +2,851 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 72,108 $13.7M 1.1% -4,122 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 70,878 $13.5M 1.62% +3,321 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 70,277 $13.4M 0.04% +5,262 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 70,095 $13.3M 0.3% -922 13F-HR Timeline Group Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 69,225 $13.2M 0.65% -26 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 67,964 $12.9M 8.87% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 67,930 $12.9M 0.02% -475 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 67,307 $12.8M 3.06% +133 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 66,175 $12.6M 3.64% +968 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 66,011 $12.5M 1.19% +935 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 64,130 $12.2M 1.29% +3,479 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 63,699 $12.1M <0.01% -1,536,555 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 62,230 $11.8M 0.02% -7,402 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 62,035 $11.8M 2.23% -535 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 61,732 $11.7M 2.26% -554 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 61,699 $11.7M 11.02% 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 60,286 $11.5M 0.02% -4,308 13F-HR/A Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 59,525 $11.3M 4.34% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 59,446 $11.3M 2.92% -666 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 59,367 $11.3M 1.13% -297 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 58,511 $11.1M 0.05% +2,406 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 58,276 $11.1M 0.02% -4,463 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 57,969 $11M 0.76% +5,058 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 57,043 $10.8M 5.56% -1,020 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 55,617 $10.6M 0.14% +29,879 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 54,741 $10.4M 0.24% -1,977 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 54,605 $10.4M <0.01% +3,225 13F-HR Timeline Group SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 54,741 $10.4M 2.39% -2,187 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 52,228 $10.2M 0.3% -2,566 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 53,162 $10.1M 1.04% +50,302 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,703 $9.82M 0.09% +1,897 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 51,228 $9.73M 0.08% -1,781 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 50,735 $9.64M 0.28% +47,849 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 49,675 $9.44M 8.01% -112 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 48,485 $9.21M 3.01% 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 47,012 $8.93M 1.91% 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 46,752 $8.88M 6.77% +943 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 46,362 $8.81M 0.07% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 45,842 $8.71M 0.02% +3,479 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45,237 $8.59M 0.6% +492 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 44,911 $8.53M 3.04% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 44,045 $8.37M 0.85% -171 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 43,884 $8.34M 3.75% -1,432 13F-HR Timeline Oak Root LLC More: the full row for Oak Root LLC 43,102 $8.19M 1.07% -8,338 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 43,043 $8.18M 0.09% +3,254 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 42,953 $8.16M 6.73% 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 42,908 $8.15M 0.12% +483 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 42,573 $8.09M 5.77% -120 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 41,597 $7.9M 2.86% -62 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 40,595 $7.71M 0.32% +961 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 40,492 $7.69M 0.03% -1,277 13F-HR/A Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 40,220 $7.64M 1.45% -380 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 39,749 $7.55M 0.98% +365 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 38,684 $7.35M 1.55% -1,913 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 38,669 $7.35M 3.13% new 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 37,771 $7.18M 2.66% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 37,203 $7.07M 0.13% -7,074 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 36,711 $6.97M 3.05% +9,801 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 36,368 $6.91M 5.1% +3,156 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 35,855 $6.81M 0.39% +1,471 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 35,566 $6.76M 5.6% -4,578 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,181 $6.68M 0.01% +26,497 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 34,956 $6.64M 4.81% +302 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 34,756 $6.61M 0.03% +4,908 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,889 $6.44M 0.01% +1,104 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 33,497 $6.36M 0.01% -121 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 33,421 $6.35M 0.09% +438 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 32,505 $6.17M 1.2% -455 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 32,358 $6.15M 0.4% -1,339 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 31,582 $6M 0.53% +149 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 31,578 $6M 0.09% +2,426 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 30,623 $5.82M 4.38% -233 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 30,616 $5.82M 3.64% +310 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 30,243 $5.75M 0.13% +5,257 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 30,095 $5.72M 4.18% 13F-HR/A Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 29,911 $5.68M 0.14% +5,828 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. 29,841 $5.67M <0.01% +316 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 29,648 $5.63M 0.15% +1,663 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 28,431 $5.4M 0.11% -2,021 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 27,895 $5.3M 2.63% -626 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 27,617 $5.25M 1.25% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 27,585 $5.24M 0.34% +105 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 27,421 $5.21M 1.07% +727 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27,261 $5.18M 0.35% -155 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 26,695 $5.17M 3.4% +1,232 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 26,698 $5.07M 10.35% 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 26,579 $5.05M 5.93% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 26,417 $5.02M 0.72% 0 13F-HR Timeline MontVue Capital Management, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 24,031 $4.57M 0.07% +37 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 23,425 $4.45M 0.09% -1,350 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 22,863 $4.34M 1.69% -145 13F-HR Timeline Group Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 22,311 $4.24M 1.34% +1,422 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 22,089 $4.2M 0.01% +766 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 22,009 $4.18M 1.69% -1,208 13F-HR Timeline Financial Engines Advisors L.L.C. 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