MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,642,813 $763M 0.05% -12,597 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,614,236 $757M -33,836 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,409,687 $714M 1.68% +126,083 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/ 1,729,394 $362M 0.03% +23,354 13F-HR/A Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,646,332 $345M 1.8% +17,472 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,299,161 $272M +46,663 Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 1,296,106 $271M +20,037 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,179,148 $247M 0.53% -53,933 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,013,692 $212M 0.06% +25,483 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 982,935 $206M 0.24% -14,738 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 973,220 $204M 0.34% +490,632 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 922,731 $193M 0.03% +23,159 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 881,623 $185M -2,658 Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 733,430 $154M 9.65% +25,548 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 712,413 $149M 0.24% -35,641 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 698,743 $146M 0.05% -17,221 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 691,646 $145M 0.02% +4,648 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 648,475 $136M 0.03% -54,015 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 620,159 $130M 4.48% -6,590 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 605,884 $127M 12.74% +14,852 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 586,454 $123M 0.03% +9,067 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 492,519 $103M 0.08% +10,662 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 488,318 $102M 0.28% +63,425 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 481,340 $101M 2.01% +15,105 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 472,004 $98.8M -3,761 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 451,129 $94.4M 2.13% +30,806 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 434,738 $90.2M 0.13% -48,590 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 400,342 $83.8M 0.06% +6,305 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 393,543 $82.4M 0.06% +107,882 13F-HR Timeline Group NEPC LLC More: the full row for NEPC LLC 372,004 $77.9M 2.05% -84,352 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 362,121 $75.8M 5.95% -12,453 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 357,855 $74.9M 0.05% +58,171 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 350,810 $73.4M 7.46% -892 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 325,322 $68.1M 0.02% -2,556 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 298,916 $62.6M 0.09% -11,574 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 285,721 $59.8M 0.08% +41,393 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 265,216 $55.5M 0.02% -380 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 256,571 $53.7M 0.6% -60,692 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 252,352 $52.8M 0.06% -18,363 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 238,255 $49.9M 0.67% -10,023 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 233,545 $48.9M 2.35% +1,591 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 233,275 $48.8M 0.03% +43,481 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 232,612 $48.7M 0.1% +82,901 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 224,137 $46.9M 0.06% -2,008 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 214,913 $45M 1.64% -25,877 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 213,397 $44.8M 4.32% -3,872 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 212,229 $44.4M 0.04% +115,734 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 199,289 $41.7M 14.62% -748 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 197,051 $41.3M 6.15% +1,220 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 177,230 $37.1M 19.04% -157,292 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 173,292 $36.3M 2.17% -7,151 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 170,140 $35.6M 7.72% +4,010 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 167,421 $35M 1% -2,539 13F-HR Timeline Group Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 163,676 $34.3M 10.78% +11,131 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 154,921 $32.4M 2.27% +5,742 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 154,482 $32.3M 2.73% +8,008 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 150,423 $31.5M 0.08% -40,449 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 149,821 $31.4M 0.13% -1,873 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 145,623 $30.5M 0.31% -3,837 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 135,744 $28.4M 6.14% +2,923 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 134,429 $28.1M 0.36% +3,040 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 130,619 $27.3M 8% -318 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 126,030 $26.4M 6.16% +170 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 121,497 $25.4M 2.2% +15,243 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 119,359 $25M 3.29% +347 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 114,518 $24M 1.18% +98,018 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 112,236 $23.5M 7.21% -1,341 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 111,012 $23.2M 0.03% +27,973 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 110,202 $23.1M 0.02% +4,461 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 103,237 $21.6M 2.28% +2,005 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 101,692 $21.3M 0.48% +6,251 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 98,497 $20.6M 2.64% +6,894 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 97,887 $20.5M 0.04% +3,536 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 92,761 $19.4M 0.03% +7,263 13F-HR Timeline Group Fairway Wealth LLC More: the full row for Fairway Wealth LLC 89,069 $18.6M 5.23% +4,360 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 88,973 $18.6M 1.67% +3,044 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 87,961 $18.4M 0.09% -17,310 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 85,406 $17.9M 1.56% +11,312 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 82,437 $17.3M 2% +106 13F-HR/A Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 81,333 $17M 3.1% +3,918 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 80,378 $16.8M <0.01% +7,864 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 78,466 $16.4M 3.97% +806 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 78,325 $16.4M 0.1% +4,644 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 78,141 $16.4M 0.03% +285 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 78,046 $16.3M 0.31% +589 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 77,381 $16.2M 0.04% +4,846 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 77,110 $16.1M 0.07% +11 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 75,938 $15.9M 0.98% +2,219 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 75,311 $15.8M 1.41% +2,872 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 74,429 $15.6M 4.96% +4,559 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 73,706 $15.4M 0.25% +3,569 13F-HR Timeline Group Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 70,194 $14.8M 9.1% -283 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/ 70,400 $14.7M 0.02% +70,100 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 69,295 $14.5M -3,105 Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 68,310 $14.3M 7.45% -2,689 13F-HR/A Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 67,091 $14M 2.1% +2,527 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 65,253 $13.8M 2.62% -944 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 65,935 $13.8M 2.28% -972 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 65,172 $13.6M 5.5% +877 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 64,834 $13.6M 0.58% -1,832 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 63,985 $13.4M 0.85% -1,631 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 63,431 $13.3M 0.79% +7,423 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 62,585 $13.1M 0.79% -12,098 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 62,162 $13M 2.52% +985 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 61,214 $12.8M 0.18% -146 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 59,643 $12.5M 0.01% -2,162 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57,539 $12M <0.01% -1,313 13F-HR/A Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 57,311 $12M 1.05% -367 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 57,022 $11.9M 0.04% -326 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 56,470 $11.8M <0.01% +383 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 55,783 $11.7M 0.07% +2,419 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 55,116 $11.6M 0.02% -1,107 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 55,054 $11.5M 9.48% -4,427 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 53,382 $11.2M 8.7% +1,394 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 52,156 $10.9M 0.08% +31,532 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 51,195 $10.8M 0.24% -206 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 51,329 $10.7M 5.97% +2,222 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 50,851 $10.6M 0.05% -3,807 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 50,625 $10.6M 4.14% -460 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 48,485 $10.1M 5.58% 0 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 47,042 $9.85M 0.02% +18,389 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 46,831 $9.8M 1.66% -1,598 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 46,439 $9.72M 11.7% +6,175 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 45,811 $9.59M 0.62% +425 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 45,110 $9.44M 0.14% +282 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 44,320 $9.28M 0.15% +6,326 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 44,259 $9.27M 0.29% +1,780 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 44,238 $9.26M 5.92% -744 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 44,129 $9.24M 0.06% -899 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 42,785 $8.96M 5.55% -1,625 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 41,991 $8.79M 0.15% +10,431 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 41,757 $8.74M 0.75% +26,278 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 41,355 $8.66M 0.17% -26,730 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 41,322 $8.65M 0.18% +3,281 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 41,307 $8.65M 0.78% -1,340 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 40,594 $8.5M 0.01% -433 13F-HR Timeline Group Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 40,137 $8.4M 3.13% +792 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 39,968 $8.37M 0.38% +2,278 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 39,579 $8.29M 1.25% -269 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 39,315 $8.23M 2.56% -2,073 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 38,993 $8.16M 0.04% +212 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 38,157 $7.99M 0.1% -984 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 37,198 $7.79M 0.46% +29 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 37,144 $7.78M 1.44% -355 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 35,804 $7.5M 1.26% +617 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 35,447 $7.42M 0.01% -20,233 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 35,109 $7.35M 1.7% -20,138 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 34,767 $7.28M 0.04% -1,665 13F-HR/A Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,976 $7.11M 0.03% -396 13F-HR Timeline Group Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 33,788 $7.07M 3.42% +1,411 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 33,547 $7.02M 0.06% -42,653 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 32,980 $6.9M <0.01% -378 13F-HR Timeline Group Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 32,484 $6.8M 3.31% -230 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 31,965 $6.69M 0.51% -251 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 31,941 $6.69M 0.23% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 31,786 $6.65M 0.03% -3,029 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 31,753 $6.65M 0.38% +39 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 31,265 $6.54M 0.01% -193,451 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,137 $6.52M 0.06% -3,977 13F-HR/A Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 31,095 $6.51M 3.49% -2,805 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 30,921 $6.47M 0.08% +783 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 30,814 $6.45M 1.81% -97 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 30,573 $6.4M 0.27% -397 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 30,124 $6.31M 0.39% +980 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 29,800 $6.24M 0.05% -31 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 29,683 $6.21M 0.09% +1,850 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 29,369 $6.15M 1.15% -40 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 28,680 $6.02M 0.19% -528,248 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28,626 $5.99M 0.35% +70 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 28,524 $5.97M 3.86% +534 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 28,353 $5.94M 0.13% -1,116 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 28,258 $5.92M <0.01% +14,276 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 28,641 $5.91M 3.42% -1,349 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 27,711 $5.8M 3.4% +429 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 27,632 $5.78M 2.19% +826 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 26,982 $5.65M 3.99% +125 13F-HR Timeline Security National Bank More: the full row for Security National Bank 26,355 $5.52M 0.85% 0 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 26,174 $5.48M 8.17% -310 13F-HR Timeline Warwick Investment Management, Inc. 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