MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,939,360 $418M 0.02% +491,321 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,935,246 $277M 0.02% +230,895 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,034,991 $142M 0.03% -14,710 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,265,496 $106M 0.03% -301,069 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,173,972 $102M 0.02% -244,471 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 2,120,216 $99M 0.07% -10,226 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,917,621 $89.6M 0.02% +18,243 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,545,176 $72.2M +104,175 Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,120,237 $52.3M 0.02% -169,814 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 750,901 $35.1M 0.05% +90,594 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 718,615 $33.6M 0.01% +90,671 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 675,064 $31.5M <0.01% +17,267 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 663,449 $31M 0.01% +39,229 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 658,917 $30.8M 0.08% +236 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 651,981 $30.5M 0.04% -86,737 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 616,451 $28.8M 0.04% -42,711 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 604,457 $28.2M 0.03% -62,754 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 469,488 $22.3M 0.03% +41,409 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 444,883 $20.8M 0.02% +22,540 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 412,426 $19.3M 0.55% -7,554 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 409,589 $19.1M 0.39% +879 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 382,581 $17.9M 0.04% +4,602 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 375,943 $17.6M 0.02% +5,025 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 311,419 $14.5M 0.03% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 290,126 $13.6M 0.52% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 286,144 $13.4M 0.56% +3,118 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 269,225 $12.6M 0.02% +12,702 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 261,684 $12.2M 0.02% +27,999 13F-HR/A Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 251,601 $11.8M 1.05% +7,943 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 244,278 $11.4M 0.32% -2,364 13F-HR/A Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 241,217 $11.3M 0.14% +4,336 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 238,507 $11.1M 4.01% +11,549 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 232,461 $10.9M <0.01% +1,597 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 224,273 $10.5M 0.24% +16,914 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 218,034 $10.2M 0.03% -20,513 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 203,247 $9.49M 0.01% -163,231 13F-HR/A Timeline Group &PARTNERS More: the full row for &PARTNERS 180,718 $8.45M 0.04% +6,308 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 171,208 $8M 0.55% -1,839 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 167,382 $7.82M 1.16% +15,213 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 159,540 $7.45M 0.16% +24,886 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 152,132 $7.12M 3.11% +64,477 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 150,847 $7.05M 0.1% -2,385 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 147,504 $6.89M 3.01% +550 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 145,050 $6.78M 0.04% +7,739 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 144,669 $6.76M <0.01% +119,417 13F-HR Timeline Group Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 139,454 $6.51M 0.6% +4,751 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 125,506 $6.33M 0.62% -463 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 119,028 $6.01M 2.34% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 126,459 $5.91M 0.6% -3,781 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 124,743 $5.83M 0.1% -1,531 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 119,084 $5.56M 0.04% +16,496 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 109,128 $5.1M 0.01% -167 13F-HR Timeline Group Stonebridge Wealth Management, LLC More: the full row for Stonebridge Wealth Management, LLC 98,514 $4.6M 4.35% -4,094 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 97,968 $4.58M 0.03% +6,137 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 97,043 $4.53M 0.03% -12,293 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 88,153 $4.12M 0.01% +3,700 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 88,009 $4.11M 0.01% -48,568 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 86,641 $4.05M 0.02% -809 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 81,762 $3.82M 0.02% -384 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 78,205 $3.65M 0.22% -4,127 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,514 $3.62M 0.01% +5,022 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 74,489 $3.48M 0.03% -600 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 73,266 $3.42M 0.63% +7,765 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 72,909 $3.41M 0.84% +9,033 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 70,944 $3.31M 0.01% -4,111 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 69,079 $3.23M 0.21% +14,359 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 67,640 $3.16M 0.19% +5,291 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 67,411 $3.15M 1.45% +28,123 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 60,213 $2.99M 0.61% -2,163 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 63,920 $2.99M 0.04% +4,032 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 60,750 $2.84M <0.01% +24,939 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,481 $2.78M 0.02% +2,371 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 56,641 $2.65M 1.46% +472 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 56,513 $2.64M 0.06% +4,811 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 54,618 $2.55M 0.59% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 52,399 $2.45M <0.01% -1,527 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 50,953 $2.38M <0.01% +1,596 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 50,219 $2.35M <0.01% -558,892 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 47,155 $2.2M 0.26% -150 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 46,210 $2.16M 0.03% +105 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 45,300 $2.12M 1.01% new 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 43,850 $2.05M 2.38% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 42,822 $2M 0.06% -1,423 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 42,699 $1.99M <0.01% +17,857 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 41,308 $1.93M 0.06% +6,166 13F-HR Timeline FFG RETIREMENT ADVISORS LLC More: the full row for FFG RETIREMENT ADVISORS LLC 40,630 $1.9M 1.18% -444 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 39,747 $1.86M 0.18% +3,193 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 39,157 $1.83M 0.02% -902 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 38,162 $1.79M 0.11% 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 38,195 $1.78M 1.12% -234 13F-HR Timeline CX Institutional More: the full row for CX Institutional 37,275 $1.74M 0.05% +1,832 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 36,350 $1.7M <0.01% -1,903 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 35,285 $1.65M <0.01% +35,280 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 34,767 $1.62M <0.01% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 34,506 $1.61M 0.1% +1,595 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 34,362 $1.6M 0.1% -294 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 33,370 $1.56M 0.14% +3,433 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 32,977 $1.54M 0.81% +1,150 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,206 $1.5M 0.03% +4,945 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 30,791 $1.44M 0.08% +1,798 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 30,543 $1.43M 0.18% -8,768 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 28,144 $1.4M 0.19% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,764 $1.34M <0.01% +1,649 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 28,520 $1.33M 0.13% -2,039 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,486 $1.33M <0.01% +3,700 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 27,350 $1.28M 0.51% +2,248 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 27,348 $1.28M 0.04% -149,216 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 26,833 $1.25M 0.17% -4,906 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 25,272 $1.25M 0.14% +5,568 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 26,734 $1.25M 0.07% +2,714 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 26,669 $1.25M <0.01% -3,206 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 26,362 $1.23M 0.99% -834 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 25,570 $1.19M 0.06% +17 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 25,457 $1.19M 0.71% +2,037 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 25,445 $1.19M 0.42% +11,103 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 25,222 $1.18M 0.22% +2,346 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 25,059 $1.17M 0.69% -3,059 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 24,583 $1.15M 0.03% -2,521 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 23,481 $1.1M 0.3% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,456 $1.1M 0.02% -257 13F-HR Timeline Group Element Wealth, LLC More: the full row for Element Wealth, LLC 23,350 $1.09M 0.45% +1,793 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 23,322 $1.09M 0.48% -127,615 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 22,923 $1.07M 0.34% +1,851 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,203 $1.03M <0.01% -1 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 20,644 $964K +4,064 Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 20,575 $961K <0.01% +430 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 20,058 $935K <0.01% +10,669 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 19,936 $933K 0.01% +2,814 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 18,765 $876K 0.23% +254 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 18,180 $849K 0.01% +1,165 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 17,732 $828K 0.51% -4,541 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 17,564 $820K 0.02% -68 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 16,993 $794K 0.48% -13 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 16,906 $790K 0.07% -110 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 16,559 $773K 0.62% +43 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,304 $762K <0.01% +1,784 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 16,157 $755K 0.21% +1,831 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 16,100 $752K 0.22% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 16,083 $751K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 15,971 $746K 0.12% -2,371 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 15,400 $719K 0.08% +2,922 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 15,156 $708K 0.03% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 15,150 $708K 0.13% -45 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 15,130 $707K 0.07% +7,925 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,932 $697K <0.01% +1,956 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14,767 $690K 0.06% -95 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 14,758 $689K 0.44% 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 14,217 $664K 0.04% +1,151 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 14,202 $663K 0.48% +371 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 13,755 $642K 0.34% -332 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 13,293 $621K 0.65% 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 13,287 $621K 0.04% -72 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 13,056 $610K 0.08% +4,996 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 12,671 $592K 0.54% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,612 $589K 0.01% +808 13F-HR/A Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 12,550 $586K 0.07% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 12,161 $568K 0.02% -3,835 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,101 $565K 0.04% +2,844 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,922 $557K 0.01% -72 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 11,735 $548K 0.09% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 11,513 $538K 0.06% -143 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,705 $532K 0.02% +102 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,341 $530K 0.03% -669 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 11,287 $527K 0.04% +2,013 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 11,229 $524K 0.06% -23 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,117 $519K 0.01% +5,338 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. 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