BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 321,504,611 $7.39B 0.6% +8,760,376 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 105,719,785 $2.43B 0.81% +2,728,177 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 75,848,409 $1.74B +673,069 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 69,120,041 $1.59B 2.33% -452,337 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. 41,157,180 $946M 0.61% +121,143 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 40,314,805 $926M 0.06% +2,794,537 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 31,574,796 $726M 0.05% +11,993,847 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 30,751,087 $705M 1.84% +30,576,208 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,048,499 $571M 0.94% +1,415,215 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 22,476,986 $517M 1.22% +414,649 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 21,800,266 $501M 2.4% +269,231 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 20,987,708 $482M 31.29% +2,559,272 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 19,891,304 $457M 0.08% -524,283 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 13,458,570 $309M 11.96% +1,177,418 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 12,043,222 $277M 0.01% +925,467 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 11,091,055 $255M 22.37% -1,329,030 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 9,126,229 $210M 0.01% -4,106,861 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 7,832,116 $180M 1.45% -293,462 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,389,947 $147M 3.61% +285,524 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 5,965,054 $137M -7,979,243 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,783,492 $133M 0.87% +39,109 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 5,749,375 $132M 1.97% +562,973 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,744,707 $132M 0.03% +577,005 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,042,513 $116M 5.93% +32,447 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,313,138 $99.1M 2.2% +1,942,642 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,261,725 $97.9M 0.01% +1,243,041 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 4,140,823 $95.2M 6.29% -740,501 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,926,135 $90.2M 0.02% -286,593 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,914,799 $90M 0.15% +292,912 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,459,919 $79.5M 1.42% +75,911 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 3,318,964 $76.3M 0.03% -355,753 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,285,678 $75.5M 8.45% +24,428 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,258,099 $74.9M 2.25% -821,720 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 3,233,769 $74.3M 2.14% +12,129 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 3,054,687 $70.2M 5.69% +145,795 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,067,339 $69.9M 2.98% +70,013 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,911,651 $66.9M 0.12% +1,086,968 13F-HR/A Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,403,221 $55.2M 0.4% +151,549 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,346,330 $53.9M 0.02% +768,431 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,283,396 $52.5M 0.15% +163,060 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,221,819 $51.1M 0.13% -53,763 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 2,134,027 $49M 13.15% +1,097,218 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 2,119,146 $48.7M 0.01% +663,212 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,036,185 $46.8M 0.62% -3,948,013 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,975,139 $45.4M 2.21% +185,346 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,928,333 $44.3M 2.46% +29,509 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,861,648 $42.8M 0.26% -249,132 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 1,762,825 $40.5M 0.09% -382,184 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,745,592 $40.1M 0.45% +584,451 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,717,608 $39.5M 0.01% +72,049 13F-HR Timeline Group Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,672,954 $38.4M 4.9% +885,750 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,626,832 $37.4M 0.16% -7,977 13F-HR Timeline 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 1,623,246 $37.3M 2.32% -85,272 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,620,333 $37.2M 1.27% -24,727 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,549,898 $35.6M 0.04% -140,888 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,534,716 $35.3M 0.05% +66,156 13F-HR Timeline Group Cerity Partners LLC group of 2 filers holding More: the full row for Cerity Partners LLC 1,507,614 $34.5M +521,357 Timeline Verum Partners LLC More: the full row for Verum Partners LLC 1,377,827 $31.7M 7.29% +28,380 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,376,228 $31.6M 0.11% +156,309 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 1,359,378 $31.2M 0.73% -24,635 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,318,734 $30.3M 2.61% +42,283 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,242,749 $28.6M 0.14% +307,507 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,176,832 $27M 0.16% -226,689 13F-HR Timeline Group Nationwide Fund Advisors in group Nationwide Fund Advisors More: the full row for Nationwide Fund Advisors 1,174,083 $27M 1.51% -55,241 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,142,721 $26.3M 0.03% -107,589 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 1,100,512 $25.3M 3.11% -556,773 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 1,099,424 $25.3M 17.18% -33,287 13F-HR Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 1,092,059 $25.1M 14.34% -2,184,118 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 1,091,570 $25.1M 0.09% -243,768 13F-HR Timeline Group Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,084,912 $24.9M 0.21% -171,036 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,081,505 $24.9M 0.08% +198,067 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 1,034,689 $23.8M 3.27% +18,542 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 1,020,595 $23.5M 2.61% +22,501 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,014,634 $23.3M 0.05% -183,328 13F-HR/A Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 1,010,198 $23.2M 4.32% +150,482 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 996,931 $22.9M 3.42% +56,400 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 960,444 $22.1M 0.02% +9,735 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 950,000 $21.8M 0.8% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 945,646 $21.7M 1.78% +64,088 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 911,128 $20.9M 0.8% -3,764,567 13F-HR Timeline Group Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 902,112 $20.7M 7.99% +86,403 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 871,946 $20M 0.12% +812,946 13F-HR Timeline Group Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 863,045 $19.8M 2.91% -64,573 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 860,725 $19.8M 0.18% +204,418 13F-HR Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 846,789 $19.5M 3.75% +92,833 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 844,293 $19.4M 3.35% -213,176 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 834,602 $19.2M 4.82% +22,759 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 834,133 $19.2M 0.14% -121,879 13F-HR/A Timeline Group Annandale Capital, LLC More: the full row for Annandale Capital, LLC 811,998 $18.7M 3.44% -17,240 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 800,183 $18.4M 0.26% +91,880 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 794,108 $18.2M 0.45% -514,746 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 781,862 $18M 0.88% +3,874 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 771,981 $17.7M 0.15% +72,997 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 754,468 $17.3M 0.01% +49,876 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 748,030 $17.2M 0.74% -18,044 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 726,716 $16.7M 0.41% 13F-HR Timeline Envision Financial Planning, LLC More: the full row for Envision Financial Planning, LLC 716,875 $16.5M 7.7% +27,291 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 694,305 $15.9M +95,472 Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 666,851 $15.3M 0.25% +1,002 13F-HR Timeline Group Pacific Wealth Management More: the full row for Pacific Wealth Management 664,451 $15.3M 7.54% -3,218 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 644,870 $14.8M 0.33% -263,175 13F-HR/A Timeline Roberts Financial Services LLC More: the full row for Roberts Financial Services LLC 635,433 $14.6M 5.04% -314,038 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 633,927 $14.6M 0.02% +129,269 13F-HR Timeline Group Snider Financial Group More: the full row for Snider Financial Group 627,613 $14.4M 4.16% +8,499 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 625,657 $14.4M 0.34% -3,758 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 622,534 $14.3M 0.08% -118,040 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 608,341 $14M 2.81% +5,817 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 586,222 $13.5M 0.22% +8,423 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 582,280 $13.4M 0.33% +10,833 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 560,725 $12.9M 0.13% -16,472 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 559,527 $12.9M 6.74% +5,641 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 559,022 $12.8M -428,335 Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 546,923 $12.6M 0.14% +22,446 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 545,786 $12.5M 0.69% -154,133 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 545,358 $12.5M 2.72% -8,995 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 540,907 $12.4M 4.77% +259,368 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 525,006 $12.1M 0.06% +30,213 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 510,390 $11.7M 3.88% -4,500 13F-HR Timeline Group Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 491,200 $11.3M 4.02% new 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 491,047 $11.3M 0.15% -22,260 13F-HR Timeline Group Seascape Capital Management More: the full row for Seascape Capital Management 489,315 $11.2M 3.55% -18,305 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 487,077 $11.2M 0.28% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 479,632 $11M 1.07% +50,706 13F-HR Timeline Spectrum Strategic Capital Management, … More: the full row for Spectrum Strategic Capital Management, LLC 471,362 $10.8M 6.9% -83,607 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 470,245 $10.8M 0.22% -22,278 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 469,934 $10.8M <0.01% +149,373 13F-HR Timeline Group STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 467,042 $10.7M 0.01% +357,706 13F-HR Timeline Group True North Advisors, LLC More: the full row for True North Advisors, LLC 462,344 $10.6M 2.04% -231,967 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 461,706 $10.6M 0.45% +27,147 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 434,605 $9.99M 0.95% -140,873 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 427,991 $9.84M 0.01% -173,597 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 425,888 $9.79M 0.36% +89,585 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 425,232 $9.77M 0.08% +662 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 424,266 $9.75M 1.54% +2,627 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 411,465 $9.46M <0.01% +149,196 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 407,378 $9.36M 0.15% +66,568 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 400,268 $9.2M 0.32% +103,143 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 395,887 $9.1M 0.16% -28,389 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 394,744 $9.07M 0.46% +7,415 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 393,030 $9.03M 0.12% +28,958 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 382,000 $8.78M 0.03% new 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 379,364 $8.72M 0.01% -26,226 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 378,760 $8.7M 1.91% +13,661 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 373,706 $8.59M 3.29% +10,150 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 372,640 $8.56M 0.04% -4,162 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 372,105 $8.55M 0.01% -210,420 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 371,231 $8.53M 0.02% -27,436 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 369,314 $8.49M 3.55% +19,624 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 367,790 $8.45M 1.61% -23,083 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 361,764 $8.31M 1.26% +20,557 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 352,428 $8.1M 0.15% +124,960 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 349,110 $8.02M <0.01% -5,603,493 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/ 337,644 $7.75M 0.01% +64,516 13F-HR/A Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 339,640 $7.63M 4.71% +82,895 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 308,983 $7.1M 3.05% -1,910 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 309,453 $7.05M 0.18% -26,269 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 299,052 $6.87M 2.38% -8 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 295,115 $6.78M 0.43% -84,555 13F-HR Timeline Group Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 294,155 $6.76M 4.14% +44,794 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 289,674 $6.66M 0.11% -34,674 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 282,279 $6.49M 0.96% +3,842 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 281,657 $6.47M 0.04% -79,237 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 279,555 $6.42M 4.84% +24,488 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 273,007 $6.27M 0.07% -205,728 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 269,152 $6.19M 0.06% +10,927 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 266,700 $6.13M 4.15% -23,472 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 261,785 $6.02M 0.25% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 261,627 $6.01M 0.02% +62,680 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 259,817 $5.97M +32,062 Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 258,256 $5.9M 0.13% +56,629 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 256,733 $5.9M 0.57% -6,873,675 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 255,921 $5.88M 0.3% +243,218 13F-HR/A Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 252,318 $5.8M -961,627 Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 238,126 $5.47M 1.62% +50,347 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 237,437 $5.46M 0.03% -8,390 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 236,835 $5.44M 0.01% -106,363 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 234,512 $5.39M 1.24% -94,030 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 233,576 $5.37M 0.36% +72,096 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 225,334 $5.18M <0.01% -789 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 225,098 $5.15M <0.01% +55,880 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 219,644 $5.05M 0.9% -178 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 214,064 $4.92M 2.68% +83,805 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 212,632 $4.89M 0.23% +143,066 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 210,554 $4.8M 0.86% -10,161 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 205,499 $4.72M 1.64% +30,528 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 203,708 $4.68M 1.77% +5,681 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 203,446 $4.68M +52,492 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 203,112 $4.67M 0.1% +15,786 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 197,825 $4.55M 0.13% +26,084 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 195,888 $4.5M 0.01% -6,550 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 193,020 $4.44M 2.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 190,098 $4.37M 0.11% +8,563 13F-HR Timeline Group INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 188,810 $4.34M 2.12% -11,297 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 188,531 $4.33M 0.13% +861 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 187,833 $4.32M 0.05% -14,098 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 186,614 $4.29M 1.97% -2,786 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 186,603 $4.29M 0.17% -2,375 13F-HR Timeline Group PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 184,956 $4.25M 3.24% -1,664 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 182,743 $4.2M 0.65% +17,853 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 180,386 $4.15M 0.16% -744 13F-HR Timeline