ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 32,639,362 $1.81B +1,650,223 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 19,180,577 $1.06B 0.1% -767,340 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,529,961 $806M 0.06% +6,005,878 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 10,401,633 $577M 0.11% +394,782 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,362,409 $575M 0.23% +2,327,774 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,261,481 $403M 0.1% -213,404 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,222,074 $400M 0.03% -761,573 13F-HR/A Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 7,102,634 $394M 8.92% -458,494 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,846,107 $380M 0.05% -732,422 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,867,781 $270M 0.23% +396,834 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,790,404 $210M <0.01% -18,029 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 3,566,652 $198M 5.45% -2,964,034 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,803,723 $155M 0.65% +76,626 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,714,696 $151M 1.55% +197,679 13F-HR Timeline Group Temasek Holdings (Private) Ltd in group Temasek Holdings (Private) Ltd More: the full row for Temasek Holdings (Private) Ltd 2,600,600 $144M 0.57% 0 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,410,653 $134M -118,069 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,400,507 $133M 0.17% -179,869 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,295,971 $127M 0.03% +61,066 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,267,834 $126M 1.72% +149,004 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,237,219 $124M 0.43% +193,728 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,789,007 $99.2M 0.21% +150,330 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,772,842 $98.3M 0.27% +76,791 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,727,406 $95.8M 2.23% +562,175 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,717,583 $95.2M 0.1% +89,405 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,693,678 $93.9M 1.46% +107,830 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,646,797 $91.3M 2.24% +31,881 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,593,249 $90.2M 0.17% +285,997 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 1,500,931 $83.2M 0.25% -15,342 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,443,867 $80.1M 1.38% new 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 1,423,744 $78.9M 2.97% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,406,801 $78M 1.58% -64,150 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,340,576 $74.3M 0.1% -25,682 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,340,000 $74.3M 1.96% 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,299,220 $73.8M 0.47% +8,747 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,290,546 $71.6M 0.1% +57,851 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,280,328 $71M 0.82% +2,572 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,210,073 $67.1M 0.09% -38,830 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,189,296 $65.9M 0.02% 13F-HR/A Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 1,067,982 $59.2M 4.5% +92,295 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,054,968 $58.5M 2.63% +7,227 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 930,289 $51.6M 0.31% +214,847 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 908,025 $50.4M 0.08% +32,998 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 882,140 $48.9M 2.99% +15,352 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 866,588 $48.1M 2.69% +99,576 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 861,850 $47.8M 0.01% +21,800 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 825,826 $45.8M +347,514 Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 737,942 $40.9M 0.11% +24,700 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 723,624 $40.1M 2.3% -577 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 715,809 $39.7M 0.04% -1,530 13F-HR Timeline Group UNITED BANK More: the full row for UNITED BANK 704,205 $39M 4.65% +12,009 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 701,847 $38.9M 0.75% +103,136 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 700,790 $38.9M 0.88% +32,129 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 689,419 $38.2M 1.06% -13,082 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 722,138 $38.1M 0.09% +114,209 13F-HR/A Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 684,197 $37.9M 0.32% +12,939 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 654,982 $36.3M 7.46% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 641,718 $35.6M 0.66% +10,378 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 587,349 $32.6M 0.03% +292,414 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 584,474 $32.4M 0.02% -20,221 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 573,662 $31.8M 0.16% +56,342 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 571,278 $31.7M 4.62% +44,059 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 538,353 $29.9M 0.56% +4,060 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 536,870 $29.8M 0.03% -265,688 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 526,879 $29.2M 0.06% -41,010 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 514,085 $28.5M 0.24% +53,974 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 512,452 $28.4M +1,279 Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 474,345 $26.3M 0.04% new 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 461,600 $25.6M 2.94% +68,500 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 454,315 $25.5M 2.63% -15,430 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 459,500 $25.5M 0.81% +78,514 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 459,256 $25.5M 0.3% +140,270 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 428,464 $23.8M 0.07% +1,704 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 427,259 $23.7M 2.92% +4,800 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 413,335 $22.9M 6.84% +6,178 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 413,335 $22.9M 6.84% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 405,411 $22.5M 0.52% +2,755 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 394,838 $21.9M 2.05% +47,794 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 376,751 $20.9M 0.05% +281,812 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 368,632 $20.4M 0.25% -5,175 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 362,881 $20.1M 2.78% +2,789 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Artemis Wealth Advisors, LLC More: the full row for Artemis Wealth Advisors, LLC 358,349 $19.9M 3.54% +6,307 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 354,686 $19.7M 0.34% -287,814 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 354,657 $19.7M 0.22% +23,966 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 349,966 $19.4M 0.59% +20,444 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 343,617 $19.1M 0.96% +91,613 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 338,661 $18.8M 0.06% +16,278 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 330,226 $18.3M 2.77% -20,808 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 327,131 $18.1M 2.56% -41,782 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 325,910 $18.1M 6.23% -7,460 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 320,749 $17.8M 1.46% +19,860 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 313,972 $17.4M 0.09% +9,745 13F-HR Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 312,508 $17.4M 2.75% +263,662 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 301,661 $17M 3.2% +27,627 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 303,281 $16.8M 3.21% -470,844 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 302,414 $16.8M 1.48% +12,401 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 295,765 $16.4M 0.98% +21,007 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 282,157 $15.6M 0.02% +35,421 13F-HR Timeline Group Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 271,488 $15.1M 4.47% +16,806 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 269,744 $15M 5.21% +5,948 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 267,444 $14.8M 0.02% -6,372,245 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 260,862 $14.5M 3.27% -448 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 254,313 $14.1M 4.49% -6,591 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 245,745 $13.8M 0.46% +2,281 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 248,171 $13.8M 0.08% +14,038 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 246,287 $13.7M 1.22% +12,147 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 245,286 $13.6M 6.46% +7,449 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 243,640 $13.5M 4.27% +19,796 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 238,093 $13.2M 0.13% +19,391 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 238,093 $13.2M 0.13% +19,391 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 235,805 $13.1M 4.05% -6,465 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 233,300 $12.9M 1.05% +32,426 13F-HR/A Timeline EWA, LLC More: the full row for EWA, LLC 231,678 $12.8M 4.82% +17,610 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 230,126 $12.8M 0.08% +40,693 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 229,825 $12.7M 1.63% +8,014 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 226,856 $12.6M 1.29% +26,313 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 226,310 $12.5M 1.81% -160 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 223,660 $12.4M 0.05% +9,848 13F-HR Timeline Group West Wealth Group, LLC More: the full row for West Wealth Group, LLC 221,581 $12.3M 3.67% +27,340 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 219,945 $12.2M 0.16% +26,386 13F-HR/A Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 216,467 $12M +28,867 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 214,628 $11.9M <0.01% -131,241 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 212,529 $11.8M 0.21% +124,029 13F-HR Timeline MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC in group MUTUAL OF AMERICA CAPITAL MAN… More: the full row for MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 211,053 $11.7M 0.13% +11,053 13F-HR Timeline Group Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 209,883 $11.6M 2.07% +9,166 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 209,624 $11.6M 4.19% +15,291 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 205,422 $11.5M 0.28% +35,912 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 206,769 $11.5M 2.66% +10,128 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 205,523 $11.4M 3.58% -44,590 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 204,503 $11.3M 0.44% +79,244 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 201,364 $11.2M 1.85% +2,292 13F-HR Timeline KM Capital Management Ltd. More: the full row for KM Capital Management Ltd. 201,122 $11.2M 5.77% +3,883 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 200,386 $11.1M <0.01% +65,079 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 198,409 $11M 1.63% +12,128 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 197,101 $10.9M 0.4% +27,181 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 195,808 $10.9M 1.25% -3,606 13F-HR/A Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 194,924 $10.8M 1.75% +20,237 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 193,128 $10.7M 0.02% +50,429 13F-HR Timeline Group Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 191,935 $10.6M 5.71% +6,963 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 187,009 $10.6M 1.09% -282 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 191,348 $10.6M +13,397 Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 190,646 $10.6M 1.8% -61,864 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 190,557 $10.6M 0.85% +8,928 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 190,105 $10.5M 0.44% +9,263 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 188,171 $10.4M 0.01% -2,341,368 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 182,503 $10.1M 3.3% +22,288 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 181,705 $10.1M 4.27% 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 182,199 $10.1M 3.48% +11,210 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 181,087 $10M 0.22% +18,617 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 210,439 $10M 0.02% -13,924 13F-HR Timeline Group FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 180,109 $9.99M 3.75% +10,546 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 178,147 $9.88M 0.31% +4,691 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 177,989 $9.87M <0.01% -8,604 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 177,615 $9.85M 2.5% -14,733 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 172,639 $9.57M 1.22% +19,915 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 169,623 $9.41M 2.13% +8,905 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 168,888 $9.36M 1.56% +46,559 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 168,766 $9.36M 1.63% +25,737 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 167,905 $9.31M 1.31% +6,044 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 166,033 $9.21M 1.17% -11,639 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 163,309 $9.05M 2.8% -1,328 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 163,037 $9.04M 0.09% -3,882 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 162,525 $9.01M 0.67% +8,416 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 160,841 $8.92M 1.08% +15,486 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 159,341 $8.84M 1.15% +30,799 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 157,963 $8.76M 2.02% +4,472 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 151,948 $8.43M 0.15% -278 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 151,253 $8.39M 1% +10,022 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 151,173 $8.38M 0.01% +147,638 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 150,402 $8.34M 0.42% -22,744 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 150,084 $8.32M 1.01% +8,163 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 149,681 $8.3M 2.17% +18,817 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 146,328 $8.22M 0.1% +49,536 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 145,769 $8.08M 1.37% +13,972 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 145,378 $8.06M 1.04% +22,406 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 144,565 $8.02M 0.72% -201,279 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 143,749 $7.97M 5.19% +52,619 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 142,553 $7.9M 0.22% +9,387 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 137,897 $7.87M 0.45% +17,548 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 141,725 $7.86M 2.51% -21,223 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 140,840 $7.81M 0.06% +23,405 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 139,071 $7.71M 1.87% -388 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 138,309 $7.67M 0.53% +18,347 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 137,858 $7.64M 0.9% +17,263 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 136,663 $7.58M 2.63% -54,872 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 135,894 $7.54M 0.41% +8,716 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 134,850 $7.48M 2.51% +5,937 13F-HR/A Timeline 5th Street Advisors, LLC More: the full row for 5th Street Advisors, LLC 133,928 $7.43M 3.86% +5,210 13F-HR Timeline ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 132,870 $7.37M 3.48% +3,653 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 132,039 $7.32M 0.55% +12,454 13F-HR Timeline Group RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 131,764 $7.31M 3.63% +8,060 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 131,317 $7.28M 0.05% -4,744 13F-HR Timeline PECAUT & CO. 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