BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,571,675 $236M 0.02% +3,039 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,906,939 $175M -18,246 Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,834,663 $168M 3.94% -20,564 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,749,955 $161M 0.05% -36,134 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,626,543 $149M 0.35% -59,458 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 908,359 $83.3M 0.11% -22,449 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 673,684 $61.8M 0.04% -6,877 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 396,693 $36.4M 0.4% +23,101 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 332,777 $30.5M 0.01% +17,448 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 329,630 $30.2M 0.09% +6,243 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 296,400 $27.2M <0.01% +2,260 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 295,779 $27.1M 0.06% -77,900 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 202,793 $18.6M 0.28% +8,380 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 143,892 $13.2M <0.01% -1,911 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 102,506 $9.4M <0.01% +1,735 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 75,316 $6.91M <0.01% -3,834 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 73,076 $6.7M 0.01% +1,649 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 70,786 $6.49M 0.16% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,077 $5.6M 0.03% +3,293 13F-HR/A Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 56,805 $5.21M 0.4% +3,011 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 51,470 $4.72M 0.03% +5,321 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 48,700 $4.47M <0.01% +30,420 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,878 $4.39M 0.01% +1,196 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 46,701 $4.28M <0.01% +3,853 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 41,249 $3.78M <0.01% -299 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 41,266 $3.78M 0.01% +38,040 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 40,897 $3.75M 0.04% +1,494 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/ 38,089 $3.49M <0.01% -16,361 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 37,685 $3.46M 0.24% -31 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 36,261 $3.33M 0.01% +964 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. 35,716 $3.28M <0.01% -643 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 32,728 $3M <0.01% +28,676 13F-HR Timeline Group SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 32,428 $2.97M 1.38% +1,665 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 32,040 $2.94M 1.54% -680 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 29,744 $2.73M 0.06% +984 13F-HR Timeline Group Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 33,320 $2.59M 0.04% new 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 29,717 $2.37M <0.01% +4,673 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20,338 $1.87M <0.01% +2,480 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,273 $1.86M <0.01% +796 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 19,850 $1.82M 0.07% 0 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,678 $1.71M <0.01% +25 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 17,364 $1.59M 0.91% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 15,350 $1.47M 0.44% -909 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,967 $1.42M 0.02% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,571 $1.34M <0.01% -29 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,154 $1.3M <0.01% -1,295 13F-HR Timeline Group Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 13,335 $1.22M 0.39% -148 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 12,987 $1.19M 0.05% -410 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 12,531 $1.15M <0.01% -88 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,721 $1.08M <0.01% -1,489 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,564 $1.06M 0.01% -93 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 11,463 $1.05M 0.15% +136 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,059 $1.03M <0.01% -929 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 11,143 $1.02M 0.25% 0 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 10,755 $987K 0.16% -329 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 10,495 $963K 0.01% +1,350 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 10,153 $955K 0.79% -76 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 10,342 $949K <0.01% 0 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,567 $786K 0.01% -75 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,444 $775K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 8,234 $755K 0.12% +245 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,158 $748K 0.04% -8,850 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,392 $678K 0.03% +1,918 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,354 $675K <0.01% -8,457 13F-HR Timeline Group BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 7,284 $668K 0.44% 0 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,402 $587K 0.01% +507 13F-HR Timeline Group Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 5,991 $550K 0.72% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,825 $534K 0.13% +32 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,825 $534K <0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,743 $527K 0.02% -134 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,891 $449K 0.01% +821 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 4,712 $432K <0.01% new 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,576 $420K <0.01% -267 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,562 $419K 0.02% -116 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,127 $379K 0.02% -42 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,069 $373K <0.01% -325 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 3,955 $363K 0.09% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,918 $360K <0.01% -82 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,887 $357K 0.02% -8 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 3,872 $355K 0.05% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,552 $326K <0.01% new 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 3,550 $326K 0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,500 $321K <0.01% 0 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,359 $308K 0.01% -65 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 3,346 $307K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,328 $305K 0.03% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,241 $297K 0.04% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,168 $291K <0.01% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,066 $281K <0.01% -74 13F-HR Timeline Group Sharper & Granite LLC More: the full row for Sharper & Granite LLC 3,000 $275K 0.1% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 2,849 $261K 0.03% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,826 $259K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,826 $259K 0.02% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,667 $245K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,643 $242K <0.01% +2,610 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,530 $232K 0.05% -20 13F-HR Timeline NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,328 $214K 0.1% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,300 $211K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,298 $211K <0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,204 $202K <0.01% -3,692 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 2,184 $201K 0.05% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,039 $187K <0.01% +791 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,025 $186K <0.01% +1,153 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,735 $159K <0.01% +4 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,582 $145K 0.01% +353 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,117 $102K 0.06% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 950 $87.2K 0.01% -50 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 752 $72.4K 0.01% +162 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 745 $68.4K <0.01% -73 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 658 $60.4K <0.01% -34 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 650 $59.6K <0.01% -77 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 500 $45.9K <0.01% 0 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 498 $45.7K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 382 $35.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 361 $33.1K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 247 $22.7K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 227 $20.8K <0.01% +107 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 217 $19.6K <0.01% new 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 207 $19K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 188 $17.2K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 184 $16.9K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 149 $14K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 132 $12.1K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 123 $11.3K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 117 $10.7K <0.01% +54 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 100 $9.18K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 90 $8.26K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 88 $8.07K <0.01% +56 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 46 $4.22K <0.01% +31 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 38 $3.49K <0.01% new 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 22 $2.02K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 12 $1.1K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10 $918 <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2 $184 <0.01% 0 13F-HR Timeline