MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,655,410 $704M 0.05% +42,922 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,648,072 $703M +195,444 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,283,604 $633M 1.63% +139,716 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/ 1,706,040 $329M 0.03% +30,352 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,628,860 $314M 1.76% +45,828 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 1,276,069 $246M +190,236 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,252,498 $241M +52,173 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,233,081 $238M 0.56% +50,651 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 997,673 $192M 0.24% -139,009 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 988,209 $190M 0.06% +39,051 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 899,572 $173M 0.03% -1,181,532 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 884,281 $170M +19,088 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 748,054 $144M 0.26% -110,497 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 715,964 $138M 0.05% -18,237 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 707,882 $136M 9.58% +36,872 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 702,490 $135M 0.03% -53,476 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 686,998 $132M 0.02% -68,424 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 626,749 $125M 4.75% +53,904 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 591,032 $114M 12.34% +180,028 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 577,387 $111M 0.02% +6,301 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 556,928 $107M 3.53% -29,548 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 482,588 $93M 0.21% +283,686 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 481,857 $92.9M 0.08% +2,560 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 475,765 $91.7M -38,513 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 483,328 $91.6M 0.16% +49,770 13F-HR/A Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 466,235 $89.8M 1.99% +32,972 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 456,356 $87.9M 2.23% +15,150 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 424,893 $81.9M 0.25% +702 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 420,323 $81M 1.99% +22,985 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 394,037 $75.9M 0.05% -920,505 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 374,574 $72.2M 6.1% +5,768 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 351,702 $67.8M 7.3% -332 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 327,878 $63.2M 0.02% -13,130 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 317,263 $61.1M 0.72% -174,449 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 334,522 $61.1M 27% +171,550 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 310,490 $59.8M 0.09% -169,664 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 299,684 $57.8M 0.04% -114,743 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 285,661 $55M 0.04% -4,131 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 270,715 $52.2M 0.09% +5,015 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 265,596 $51.2M 0.02% +9,999 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 248,278 $47.8M 0.78% -17,420 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 244,328 $47.1M 0.06% -25,219 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 240,790 $46.4M 1.81% +43,618 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 231,954 $44.7M 2.29% +247 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 226,145 $43.6M 0.06% -19,974 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 224,716 $43.3M 0.09% +127,474 13F-HR/A Timeline Group Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 217,269 $41.7M 4.2% -5,003 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 200,037 $38.5M 16.29% +13,798 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 195,831 $37.7M 6.16% +279 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 190,872 $36.8M 0.11% -4,405 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 189,794 $36.4M 0.03% +45,769 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 180,443 $34.8M 2.25% -59,091 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 169,960 $32.8M 0.99% +7,323 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 166,130 $32M 7.68% +12,111 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 152,545 $29.4M 10.39% +25,154 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 151,694 $29.2M 0.15% -6,603 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 149,711 $28.9M 0.06% +1,541 13F-HR/A Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 149,460 $28.8M 0.31% +2,706 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 149,179 $28.7M 2.99% -46,757 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 146,474 $28.2M 2.58% +14,605 13F-HR Timeline Group Firestone Capital Management More: the full row for Firestone Capital Management 132,821 $25.6M 6.03% -2,260 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 131,389 $25.3M 0.35% +4,264 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 130,937 $25.2M 7.79% -614 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 125,860 $24.3M 6.05% -10,317 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 119,012 $23.7M 3.46% +1,743 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 113,577 $21.9M 7.19% +7,915 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 106,254 $20.5M 1.91% +10,813 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 106,100 $20.4M 0.15% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 105,741 $20.4M 0.02% +1,339 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 105,271 $20.3M 0.11% -2,024 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 103,018 $19.9M 7.62% +12,264 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 101,232 $19.5M 2.35% +4,572 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 100,000 $19.3M 0.04% new 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 96,495 $18.6M 0.02% +1,748 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 95,441 $18.4M 0.47% +30,321 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 94,351 $18.2M 0.04% -5,237 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 91,603 $17.7M 2.4% +2,227 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 85,929 $16.6M 1.61% +11,151 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 85,498 $16.5M 0.03% +5,283 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 84,709 $16.3M 5.22% -1,965 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 83,039 $16M 0.02% +19,454 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 82,331 $15.9M 1.55% +12,299 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 77,856 $15M 0.02% +7,148 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 77,660 $15M 3.84% +8,830 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 77,457 $14.9M 0.32% +1,868 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 77,415 $14.9M 3.03% +7,382 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 77,099 $14.9M 0.08% -5,177 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 76,200 $14.7M 0.15% -2,990 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 74,683 $14.4M 0.91% -488 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 74,094 $14.3M 1.38% +5,946 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 73,719 $14.2M 0.94% -302 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 73,681 $14.2M 0.1% -1,779 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 72,535 $14M 0.04% +327 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 72,514 $14M <0.01% -762 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 72,439 $14M 1.35% -12,289 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 72,400 $14M -9,801 Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 70,477 $13.9M 9% +7,931 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 70,999 $13.7M 7.48% -18,879 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 70,137 $13.5M 0.25% -622 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 69,870 $13.5M 4.59% +4,607 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 68,085 $13.1M 0.27% -5,511 13F-HR Timeline Group SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 66,197 $13M 2.51% -1,860 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 66,907 $12.9M 2.24% +5,037 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 66,666 $12.8M 0.59% -1,598 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 65,616 $12.6M 0.84% +3,393 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 64,564 $12.4M 2.07% +1,833 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 64,295 $12.4M 5.45% +1,599 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 61,805 $11.9M 0.01% +1,191 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 61,360 $11.8M 0.18% -13,141 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 61,177 $11.8M 2.49% +944 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 59,481 $11.5M 9.67% -4,745 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 58,852 $11.3M <0.01% -37,391 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 57,678 $11.1M 1.05% -861 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 56,223 $11.1M 0.02% -1,851 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 57,348 $11.1M 0.04% -1,861 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 56,087 $10.8M <0.01% -4,146 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 56,008 $10.8M 1.02% -54,882 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 55,680 $10.7M 0.01% -615 13F-HR/A Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 55,247 $10.6M 2.71% -24,518 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 54,658 $10.5M 0.05% -34,478 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 51,401 $10.3M 0.26% -450 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,364 $10.3M 0.08% +2,148 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 51,988 $10M 8.23% +1,979 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 51,415 $9.91M 0.07% +604 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 51,085 $9.84M 4.22% +15,219 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 49,107 $9.46M 6.47% -324 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 48,485 $9.34M 2.98% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 48,429 $9.33M 1.71% +1,620 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45,386 $8.75M 0.61% -396 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 45,028 $8.68M 0.06% -294 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 44,982 $8.67M 5.81% -324 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 44,828 $8.64M 0.12% +437 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 44,410 $8.56M 5.72% +1,365 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 42,647 $8.22M 0.78% -400 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 42,479 $8.19M 0.28% +2,734 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 41,388 $7.98M 2.63% -1,510 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 41,027 $7.91M 0.01% +10,546 13F-HR Timeline Group MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 40,264 $7.76M 7.61% +4,575 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 39,848 $7.68M 1.26% +128 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 39,345 $7.58M 3.04% -1,337 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 39,141 $7.54M 0.1% +5,926 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 38,781 $7.47M 0.04% +24,867 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 38,041 $7.33M 0.17% +14,067 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 37,994 $7.32M 0.13% +823 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 37,690 $7.26M 0.36% +1,528 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 37,499 $7.23M 1.42% -910 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 37,169 $7.16M 0.42% -3,465 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 36,432 $7.02M 0.05% -1,368 13F-HR/A Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 35,187 $6.78M 1.22% +5,350 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 35,114 $6.77M 0.08% +1,569 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 34,815 $6.71M 0.03% -7,907 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 34,372 $6.62M 0.03% -110 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 34,210 $6.59M 0.05% +21,815 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 33,900 $6.53M 3.98% -6,177 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 33,358 $6.43M <0.01% +1,950 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 32,714 $6.3M 3.27% +2,070 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 32,377 $6.24M 3.45% +1,634 13F-HR/A Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 32,216 $6.21M 0.52% +635 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 31,714 $6.11M 0.38% -550 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 31,560 $6.08M 0.1% -18,241 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 30,970 $5.97M 0.27% +10,121 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 30,911 $5.96M 1.88% +4,630 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 30,138 $5.81M 0.08% -17,389 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 29,409 $5.77M 1.2% 0 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 29,990 $5.76M 3.68% -1,477 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 29,831 $5.75M 0.07% +13,714 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 29,469 $5.68M 0.13% +83 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 29,144 $5.62M 0.4% +1,650 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 28,653 $5.52M 0.01% -2,797 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28,556 $5.5M 0.35% 0 13F-HR Timeline SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 27,997 $5.4M 4.64% -3,508 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 27,990 $5.39M 3.62% +963 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 27,833 $5.36M 0.09% -1,694 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 27,282 $5.26M 1.32% +9,503 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 27,282 $5.26M 3.32% +232 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 26,857 $5.18M 3.8% +735 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 26,806 $5.17M 2.27% +665 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 26,484 $5.1M 8.41% +742 13F-HR Timeline Security National Bank More: the full row for Security National Bank 26,355 $5.08M 0.88% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,084 $5.03M 0.01% -50,822 13F-HR Timeline Group MontVue Capital Management, Inc. 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