ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,330,285 $891M +555,745 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,224,056 $869M 0.05% +287,592 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,318,175 $683M 1.5% -76,921 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,254,629 $464M 0.03% +370,713 13F-HR Timeline Group VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 1,555,842 $320M +1,553,115 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,413,125 $291M +11,222 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,340,917 $276M 0.41% +127,911 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,282,644 $264M 0.54% +59,568 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,137,537 $234M 0.16% +641,434 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,073,521 $221M 0.04% +95,595 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,014,827 $209M 0.06% -14,740 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 947,692 $195M 0.28% +135,862 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 904,860 $186M -18,015 Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 830,772 $171M 11.06% +66,200 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 823,550 $169M 1.33% -11,541 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 819,871 $169M 0.03% +40,241 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 747,954 $154M 0.05% -26,071 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 745,338 $153M 0.19% -95,077 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 669,010 $138M 5.03% +20,190 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 663,735 $133M 0.06% +390,518 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 635,182 $131M -18,332 Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 634,181 $131M 12.93% +26,029 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 626,535 $129M 2.57% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 583,386 $120M 2.49% +66,011 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 581,245 $120M +509,463 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 519,246 $107M 0.11% +515,182 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 506,078 $104M 1.93% +2,962 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 427,043 $87.9M 0.23% -4,824 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 383,095 $78.8M 0.11% +148,884 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 372,047 $76.6M -373 Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 351,937 $72.4M 5.62% -6,125 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 348,657 $71.8M 7.73% -214 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 340,577 $70.1M 0.1% -8,979 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 340,150 $70M 0.02% +3,021 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 329,623 $67.8M 0.12% +12,673 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 311,752 $64.2M 0.04% +5,219 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 300,848 $62.9M 0.02% +24,178 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 262,048 $53.9M 0.06% +11,383 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 261,338 $53.8M 0.04% -10,793 13F-HR Timeline Group Tenon Financial LLC More: the full row for Tenon Financial LLC 251,213 $51.7M 20.31% +22,532 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 246,108 $50.6M 0.03% -95,774 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 241,233 $49.6M 0.09% +4,353 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 233,865 $48.1M 0.06% 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 230,938 $47.5M 0.06% +1,079 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 226,382 $46.6M 1.68% +5,298 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 220,424 $45.4M 0.52% -16,193 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 213,068 $43.8M 0.06% -23,596 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 204,556 $42.1M 5.71% +3,765 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 203,511 $41.8M 0.08% +20,536 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 202,679 $41.7M 14.01% -735 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 201,831 $41.5M 0.38% +154,108 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 201,363 $41.4M 0.01% -433,992 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 191,588 $39.4M 0.49% -4,713 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 182,970 $37.7M 7% +8,935 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 181,857 $37.4M 3.88% +3,741 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 185,342 $37.3M 3.71% -22,475 13F-HR Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 168,810 $34.7M 1.01% -1,794 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 168,416 $34.7M 2.14% -4,841 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 168,307 $34.6M 0.17% +118,747 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 165,000 $34M 3.23% +4,180 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 147,152 $30.3M 0.36% +6,226 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 145,606 $30M 2.47% +11,620 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 144,050 $29.6M 0.3% -124 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 138,619 $28.5M 5.94% +808 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 135,801 $27.9M 0.11% -14,056 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 134,920 $27.8M 8.11% +2,869 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 131,719 $27.1M 5.68% +2,683 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 121,490 $25M 0.28% +114,776 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 121,111 $24.9M 2.88% +480 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 119,471 $24.6M 6.77% +12,591 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 117,636 $24.2M 6.75% +4,976 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 116,644 $24M 0.02% +2,350 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 115,749 $23.8M 0.57% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 111,836 $23M 3.22% +5,181 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 108,599 $22.3M 2.14% +2,078 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 108,244 $22.3M 0.06% -35,486 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 104,714 $21.6M 0.23% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 101,704 $20.9M 1.45% +11,692 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 99,500 $20.5M <0.01% +9,477 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 98,456 $20.3M 1.66% +7,848 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 93,344 $19.2M 5.07% +3,139 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 91,725 $18.9M 0.09% +203 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 90,839 $18.7M 0.03% -2,794 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 90,065 $18.5M <0.01% +5,432 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 84,225 $17.3M 1.3% +4,308 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 84,141 $17.3M 1.16% +4,594 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 82,129 $16.9M 0.06% +3,846 13F-HR/A Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 81,180 $16.7M 0.03% -3,351 13F-HR Timeline Group Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 80,792 $16.6M 4.99% +3,714 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 80,119 $16.5M 8.62% +34,909 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 80,021 $16.5M 2.43% +78,778 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 79,809 $16.4M 3.77% +1,314 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 78,357 $16.1M 0.05% -39,413 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 75,572 $15.6M 0.02% +7,928 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 75,457 $15.5M 0.23% +1,823 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 73,386 $15.1M 0.74% +8,461 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 73,155 $15.1M 1% +6,904 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 73,108 $15M 0.08% +6,937 13F-HR Timeline Asio Capital, LLC More: the full row for Asio Capital, LLC 72,334 $14.9M 2.09% +3,784 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 70,713 $14.6M 2.36% -9,981 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 69,671 $14.3M 5.35% +3,103 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 68,881 $14.2M 2.09% +12 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 68,277 $14.1M 0.44% +29,289 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 68,273 $14.1M 8.16% +2,319 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 68,263 $14M 6.77% -740 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 67,691 $13.9M 0.07% +35,996 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 66,000 $13.6M 0.01% +3,576 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 64,060 $13.2M 2.24% +921 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 64,024 $13.2M 0.08% -16,619 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 61,526 $12.7M 2.44% +648 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 60,702 $12.5M 0.56% -3,519 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 60,454 $12.4M 0.73% -1,183 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 60,431 $12.4M 0.17% -313 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 59,209 $12.2M <0.01% +839 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 58,028 $11.9M 0.03% -419 13F-HR Timeline Group Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 56,677 $11.7M 5.92% +3,681 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 54,769 $11.3M 0.96% -692 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 54,685 $11.3M 0.18% +7,171 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 54,032 $11.1M 0.24% +1,634 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 54,809 $10.9M <0.01% -15 13F-HR/A Timeline Group LANDMARK WEALTH MANAGEMENT, INC. More: the full row for LANDMARK WEALTH MANAGEMENT, INC. 51,591 $10.6M 4% +148 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 51,574 $10.6M 0.34% +33,375 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 50,963 $10.5M 1.23% -173,180 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 48,848 $10.1M 0.02% +74 13F-HR Timeline Group MARQUETTE ASSOCIATES, INC. More: the full row for MARQUETTE ASSOCIATES, INC. 48,453 $9.97M 10.85% +1,885 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 46,202 $9.89M 0.28% +3,481 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 48,028 $9.88M 0.6% +1,253 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 46,258 $9.52M 0.14% -98 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 44,004 $9.06M 0.01% +14,906 13F-HR Timeline Group SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 42,610 $8.91M 1.47% -9,989 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 43,300 $8.91M 5.54% -292 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 42,935 $8.84M 4.86% -475 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 42,722 $8.79M 0.64% +990 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 42,623 $8.77M 0.05% -516 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 42,444 $8.73M 0.14% +5,108 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 42,163 $8.67M 0.65% +9,957 13F-HR/A Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 42,005 $8.64M 3.16% +418 13F-HR Timeline Journey Beyond Wealth, LLC More: the full row for Journey Beyond Wealth, LLC 41,661 $8.57M 7.36% -7,611 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 41,117 $8.46M 0.03% +999 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 41,063 $8.45M 0.18% -456 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. 40,176 $8.27M <0.01% +386 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 39,586 $8.15M 0.73% -858 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 39,356 $8.1M 0.11% +36,311 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 39,043 $8.04M <0.01% +16,632 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 38,295 $7.88M 2.35% -179 13F-HR Timeline Luminvest Wealth Management LLC More: the full row for Luminvest Wealth Management LLC 37,527 $7.88M 2.06% +616 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 37,433 $7.7M 1.08% -1,370 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 37,310 $7.68M 0.09% -477 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 36,767 $7.64M 1.25% +26 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 36,347 $7.48M 0.01% -21,749 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 36,254 $7.46M <0.01% +15,891 13F-HR Timeline Group Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 35,701 $7.35M 1.54% +4,202 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 35,531 $7.31M 1.27% +73 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 34,416 $7.08M 3.55% +1,035 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 32,969 $7.08M 0.23% +18,080 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 33,920 $6.98M 0.03% -626 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 33,710 $6.94M 0.03% +405 13F-HR Timeline Group Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 33,357 $6.86M 1.23% +5,063 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 33,084 $6.81M 0.01% +313 13F-HR Timeline Group Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 32,953 $6.78M 3.35% +302 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 32,752 $6.74M 3.13% +372 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 32,476 $6.68M 0.47% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 32,108 $6.61M 0.08% +1,217 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 30,344 $6.52M 0.82% -4,183 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 31,334 $6.45M 1.73% +531 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 31,254 $6.43M 0.2% -1,972 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 31,114 $6.4M 0.47% -203 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 30,672 $6.31M 0.33% -60 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 30,238 $6.22M 0.05% -983 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 30,121 $6.2M 0.25% +810 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 29,005 $5.97M 0.08% -2,797 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28,626 $5.89M 0.33% 0 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 28,623 $5.89M 3.31% +383 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 27,880 $5.81M 0.01% -27,128 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 28,135 $5.79M 3.79% -107 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 27,992 $5.76M 0.15% +27,984 13F-HR Timeline Group Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 27,685 $5.7M 2.25% -42 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 27,508 $5.66M 0.12% +26,722 13F-HR Timeline Warwick Investment Management, Inc. 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