MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,936,464 $823M 0.05% +293,651 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,774,540 $789M +160,304 Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,395,096 $710M 1.59% -14,591 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/ 1,883,916 $394M 0.03% +154,522 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,401,903 $293M +102,742 Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 1,384,409 $290M +88,303 Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,223,076 $256M 0.52% +43,928 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,213,006 $253M 0.39% +239,786 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,029,567 $215M 0.06% +15,875 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 977,926 $205M 0.04% +55,195 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 922,875 $193M +41,252 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 840,415 $176M 0.21% -142,520 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 835,091 $175M 1.39% -811,241 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 811,830 $170M 0.25% +99,417 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 779,630 $163M 0.03% +193,176 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 774,025 $162M 0.05% +75,282 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 764,572 $160M 10.12% +31,142 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 653,514 $137M +5,039 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 648,820 $136M 4.59% +28,661 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 635,355 $133M 0.02% -56,291 13F-HR/A Timeline Group NEPC LLC More: the full row for NEPC LLC 626,535 $131M 2.79% +254,531 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 608,152 $127M 12.47% +2,268 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 517,375 $108M 2.3% +66,246 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 503,116 $105M 1.94% +21,776 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 496,103 $104M 0.07% +3,584 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 431,867 $90.3M 0.24% -56,451 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 372,420 $77.9M -99,584 Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 358,062 $74.9M 5.71% -4,059 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 349,556 $73.1M 0.11% -85,182 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 348,871 $73M 7.4% -1,939 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 341,882 $71.5M 0.05% -58,460 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 337,129 $70.5M 0.02% +11,807 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 316,950 $66.3M 0.13% +219,063 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 306,533 $64.1M 0.04% -51,322 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 276,670 $57.9M 0.02% +11,454 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 273,217 $57.1M 0.03% +39,942 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 272,131 $56.9M 0.04% -121,412 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 250,665 $52.4M 0.06% -1,687 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 236,880 $49.5M 0.09% +4,268 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 236,664 $49.5M 0.07% -49,057 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 236,617 $49.5M 0.56% -19,954 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 234,211 $49M 0.07% -64,705 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 229,859 $48.1M 0.06% +5,722 13F-HR Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 228,681 $47.8M 20.16% +51,451 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 224,143 $46.9M 2.97% +69,222 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 221,084 $46.2M 1.7% +6,171 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 207,817 $44.1M 4.23% -5,580 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 203,414 $42.5M 13.91% +4,125 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 200,791 $42M 5.79% +3,740 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 196,301 $41.1M 0.53% -41,954 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 182,975 $38.3M 0.07% +151,710 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 178,116 $37.2M 3.69% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 174,035 $36.4M 7.33% +3,895 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 173,257 $36.2M 2.14% -35 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 170,604 $35.7M 1.04% +3,183 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 160,820 $33.6M 3.24% +6,338 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 149,857 $31.4M 0.12% +36 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 144,174 $30.1M 0.31% -1,449 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 143,730 $30.1M 0.07% -6,693 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 140,926 $29.5M 0.36% +6,497 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 137,811 $28.8M 6.11% +2,067 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 133,986 $28M 2.34% +12,489 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 132,051 $27.6M 7.93% +1,432 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 129,036 $27M 5.98% +3,006 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 120,631 $25.2M 3.14% +1,272 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 118,093 $24.7M 0.04% +25,332 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 117,770 $24.6M 0.07% +40,389 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 114,569 $24M 0.85% +51 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 114,294 $23.9M 0.02% +4,092 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 112,660 $23.8M 6.65% +424 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 111,596 $23.3M 0.47% +9,904 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 106,880 $22.4M 6.51% -56,796 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 106,655 $22.3M 2.97% +8,158 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 106,521 $22.3M 2.23% +3,284 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 96,458 $20.2M 0.09% +45,607 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 93,633 $19.6M 0.03% -17,379 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 91,522 $19.1M 0.09% +3,561 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 90,608 $18.9M 1.61% +5,202 13F-HR/A Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 90,205 $18.9M 5.09% +1,136 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 90,012 $18.8M 1.63% +7,575 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 90,023 $18.8M <0.01% +61,765 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 84,633 $17.7M <0.01% +4,255 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 84,531 $17.7M 0.03% +6,390 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 84,482 $17.7M 1.59% -4,491 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 80,694 $16.9M 2.72% -639 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 80,643 $16.9M 0.1% +2,318 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/ 80,300 $16.8M 0.02% +9,900 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 79,917 $16.7M 1.24% +4,606 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 79,547 $16.6M 1% +3,609 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 79,024 $16.4M 0.4% +978 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 78,495 $16.4M 3.83% +29 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 78,283 $16.4M 0.06% +1,173 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 77,078 $16.1M 4.97% +2,649 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 73,634 $15.4M 0.24% -72 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 71,782 $15M +2,487 Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 69,003 $14.4M 7.12% +693 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 68,869 $14.4M 2.11% +22,038 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 68,550 $14.3M 2.02% +1,459 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 67,644 $14.1M 0.02% +8,001 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 66,568 $13.9M 5.36% +1,396 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 66,251 $13.9M 0.88% +2,266 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 66,171 $13.8M 0.08% +10,388 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 65,954 $13.8M 8.46% -4,240 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 64,925 $13.6M 0.67% +1,494 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 64,221 $13.4M 0.56% -613 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 63,139 $13.2M 2.23% -2,796 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 62,424 $13.1M 0.01% -149,805 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 61,637 $12.9M 0.75% -948 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 60,878 $12.7M 2.45% -1,284 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 60,744 $12.7M 0.18% -470 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 58,447 $12.2M 0.03% +1,425 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 58,370 $12.2M <0.01% +1,900 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 58,096 $12.2M 0.02% +22,649 13F-HR/A Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 58,145 $12.2M 0.09% +5,989 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 55,008 $12M 0.02% -108 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 55,461 $11.6M 0.97% -1,850 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 52,599 $11.5M 1.99% -12,654 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 54,824 $11.5M <0.01% -2,715 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 54,608 $11.4M 0.33% new 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 53,670 $11.2M 8.67% +288 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 52,996 $11.1M 5.92% +1,667 13F-HR Timeline RIVERBRIDGE PARTNERS LLC More: the full row for RIVERBRIDGE PARTNERS LLC 52,551 $11M 0.21% +10,560 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 52,398 $11M 0.23% +1,203 13F-HR Timeline LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 51,443 $10.8M 4.06% +818 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 49,560 $10.4M 0.05% 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 49,272 $10.3M 8.2% -5,782 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 48,774 $10.2M 0.02% +1,732 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 47,723 $9.98M 0.13% +2,613 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 47,514 $9.94M 0.16% +6,192 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 46,775 $9.78M 0.61% +964 13F-HR Timeline MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 46,568 $9.74M 12.47% +129 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 46,356 $9.69M 0.14% +2,036 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 45,210 $9.45M 5.61% -3,275 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 43,592 $9.12M 5.73% -646 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 43,410 $9.08M 5.2% +625 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 43,139 $9.02M 0.05% -990 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 42,721 $8.93M 0.27% -1,538 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 41,732 $8.73M 0.7% -25 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 41,680 $8.72M 0.38% +1,712 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 41,587 $8.7M 2.88% +1,450 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 41,519 $8.68M 0.18% +164 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 40,444 $8.46M 0.75% -863 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 40,118 $8.39M 0.03% +1,125 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 39,790 $8.32M <0.01% +6,810 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 38,988 $8.27M 0.38% +31,387 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 38,803 $8.11M 1.16% -776 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 38,474 $8.06M 2.42% -841 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,787 $7.9M 0.11% -370 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 37,336 $7.81M 0.14% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 37,255 $7.79M 0.44% +57 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 36,911 $7.72M 2.14% +11,450 13F-HR Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 36,741 $7.68M 1.27% +937 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 35,458 $7.42M 1.31% -1,686 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 34,546 $7.22M 0.03% +570 13F-HR Timeline Group Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 34,527 $7.22M 0.97% 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 33,381 $6.98M 3.52% -407 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 33,305 $6.96M 0.04% -1,462 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 33,226 $6.95M 0.23% +1,285 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 32,957 $6.89M 0.7% +18,665 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,771 $6.85M 0.01% -7,823 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 32,654 $6.83M 0.03% +868 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 32,651 $6.83M 3.24% +1,556 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 32,380 $6.77M 3.2% -104 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 32,206 $6.73M 0.47% +2,082 13F-HR/A Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 31,802 $6.65M 0.1% +2,119 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 31,695 $6.63M 0.05% -1,852 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 31,499 $6.59M 2.01% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 31,317 $6.55M 0.49% -648 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,221 $6.53M 0.05% +84 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 30,891 $6.46M 0.08% -30 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 30,803 $6.44M 1.74% -11 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30,732 $6.43M 0.35% -1,021 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 29,311 $6.13M 0.26% -1,262 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,290 $6.13M 0.03% +18,276 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 29,098 $6.08M 0.01% +8,936 13F-HR Timeline Group SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 28,639 $5.99M 0.18% -41 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28,626 $5.99M 0.34% 0 13F-HR Timeline Harfst & Associates, Inc. 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WEALTH MANAGEMENT LLC 23,598 $4.93M 0.06% -256 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 23,597 $4.93M 0.29% +2,743 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,536 $4.92M 0.13% +14 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 22,977 $4.8M 0.06% +1,064 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 22,485 $4.7M 2.64% -6,156 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,411 $4.69M <0.01% +12,260 13F-HR Timeline Group