BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 21,692,532 $1.12B 0.07% +982,486 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 8,115,890 $418M 0.02% +2,058,439 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,810,177 $196M 0.17% +302,548 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,255,747 $116M 0.06% +110,097 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,063,494 $106M 0.02% +195,119 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 1,626,304 $83.8M 1.51% -2,254,714 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,409,314 $72.6M 0.12% +129,709 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,263,926 $65.1M 0.84% -9,616 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,238,896 $63.8M <0.01% -117,582 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,160,251 $59.8M -81,220 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,038,255 $53.5M 0.01% +260,275 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 968,763 $49.9M 1.08% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 880,931 $45.4M 0.01% +71,334 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 871,458 $44.9M 0.01% +33,162 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 834,084 $43M 0.05% -31,143 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 702,097 $36.2M 0.03% +61,453 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 665,700 $34.3M 1.65% new 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 538,528 $27.7M -2,983 Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 538,074 $27.7M 0.05% +478,390 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 523,605 $27M 0.16% -10,246 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 467,300 $24.1M 0.01% +65,100 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 454,680 $23.4M <0.01% +13,435 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 433,620 $22.3M 0.01% +7,347 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 423,458 $21.8M 0.01% +17,498 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 415,895 $21.4M 0.02% +39,000 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 373,565 $19.2M 0.01% +181,171 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 363,026 $18.7M 0.16% +62,389 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 319,087 $16.4M 0.01% +83,841 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 299,809 $15.4M 1.61% +4,509 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 280,101 $14.4M 0.1% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 206,107 $10.6M 0.26% -5,648 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 202,921 $10.5M 0.01% -35,949 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 188,097 $9.69M 0.01% +157,797 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 169,817 $8.69M 0.62% +22,420 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 162,100 $8.35M 0.05% +12,671 13F-HR/A Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 151,463 $7.8M 0.06% -127,567 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 145,833 $7.51M <0.01% -4,291 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 133,953 $6.9M 0.01% +21,679 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 131,708 $6.78M 0.03% +7,300 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 129,151 $6.65M 0.03% +8,440 13F-HR Timeline ROBINSON CAPITAL MANAGEMENT, LLC More: the full row for ROBINSON CAPITAL MANAGEMENT, LLC 121,212 $6.25M 2.76% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 115,499 $5.95M 0.28% +307 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 108,053 $5.57M <0.01% +92,678 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 105,664 $5.46M 0.18% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 105,577 $5.44M 0.13% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 102,800 $5.3M 0.19% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 97,320 $5.01M -5,074 Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 97,072 $5M 0.03% -8,553 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 114,599 $4.94M 0.58% +24,869 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 93,136 $4.8M 1.29% +498 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 93,112 $4.8M <0.01% +13,309 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 91,745 $4.72M 0.46% +5,291 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 90,805 $4.68M 0.01% +6,637 13F-HR Timeline Group Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 87,134 $4.49M 0.52% +1,681 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 82,090 $4.23M <0.01% +1,611 13F-HR Timeline Group Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 82,036 $4.23M 0.38% +7,165 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 81,542 $4.2M 0.01% +2,323 13F-HR/A Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 81,441 $4.2M 1.29% new 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 75,754 $3.9M <0.01% -1,682 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 74,513 $3.84M <0.01% +15,246 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 74,313 $3.83M 0.01% +22,174 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 73,667 $3.79M <0.01% +2,176 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 73,587 $3.79M 0.02% -358 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 72,804 $3.75M 0.07% +3,364 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 67,743 $3.49M 0.1% -392 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 66,321 $3.42M <0.01% +48,506 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 65,080 $3.35M 0.16% +65,005 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 62,290 $3.21M 0.03% new 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 61,335 $3.16M 0.05% -14,955 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 61,014 $3.14M 0.41% -3,323 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 60,848 $3.14M <0.01% +25,404 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 60,534 $3.12M 1.71% +2,760 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 60,530 $3.12M 0.12% +29,348 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 52,893 $2.72M 0.85% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 51,704 $2.66M 0.04% -11,378 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 50,691 $2.6M <0.01% +1,973 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 51,069 $2.58M 0.01% +37,900 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 49,548 $2.55M 0.15% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 48,040 $2.47M 0.36% +7,845 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 47,476 $2.45M 0.37% -2,810 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 47,155 $2.43M 0.13% +2,513 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 46,922 $2.42M 0.02% -95 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 46,439 $2.39M 0.03% +2,336 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 44,730 $2.3M 0.59% +3,200 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 43,539 $2.24M <0.01% +3,032 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 40,837 $2.1M 0.05% +4,535 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 38,695 $1.99M 0.04% +7,690 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 39,013 $1.96M 0.05% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 37,836 $1.94M 0.05% +200 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 36,490 $1.88M 0.42% +3,561 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 36,165 $1.86M 0.54% +672 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 36,036 $1.86M 0.02% +2,521 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 35,823 $1.85M 0.63% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 35,380 $1.82M 0.13% 0 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 35,191 $1.81M 0.91% +9,608 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 35,132 $1.81M 0.34% +8,898 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 34,599 $1.78M 0.03% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 34,821 $1.78M 0.04% new 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 33,201 $1.71M 0.59% +1,298 13F-HR Timeline Friday Financial More: the full row for Friday Financial 32,984 $1.7M 0.45% +6,523 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 32,920 $1.7M 0.02% -350 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 32,636 $1.68M 0.64% +306 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 32,604 $1.68M <0.01% 0 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 32,342 $1.67M 0.57% +61 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 32,276 $1.66M 0.01% +5,332 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 32,066 $1.65M 0.08% +169 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 31,542 $1.62M 0.05% new 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 30,029 $1.55M 0.2% -1,269 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 30,005 $1.55M <0.01% -2,729 13F-HR Timeline Group Orcam Financial Group More: the full row for Orcam Financial Group 28,714 $1.48M 0.72% +14 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 26,656 $1.37M <0.01% -6,481 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 26,454 $1.36M 0.01% +20,035 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 25,661 $1.32M 1.24% +186 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 25,620 $1.32M 0.26% +3,535 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 25,119 $1.29M 0.09% +1,880 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,110 $1.29M 0.06% -700 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,914 $1.28M 0.01% -147 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 24,867 $1.28M 0.1% +983 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 24,555 $1.26M 0.97% +1,525 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 23,773 $1.22M 0.2% -2,316 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 23,340 $1.2M 0.17% +4,842 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 23,276 $1.2M 0.03% +1,135 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 22,667 $1.17M 0.93% +6,477 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,429 $1.16M 0.05% -381 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 22,126 $1.14M 0.02% +1,140 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 21,692 $1.12M 0.79% +1,125 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 21,675 $1.12M 0.82% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 21,525 $1.11M 0.07% -350 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 21,169 $1.09M 0.23% -291 13F-HR Timeline RAMSEY QUANTITATIVE SYSTEMS More: the full row for RAMSEY QUANTITATIVE SYSTEMS 21,000 $1.08M 0.97% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 20,960 $1.08M 0.02% +2,547 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 20,922 $1.08M 0.11% +3,707 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 20,832 $1.07M <0.01% +1,894 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 19,723 $1.02M 0.01% +11,425 13F-HR Timeline Group Jordan Park Group LLC More: the full row for Jordan Park Group LLC 19,456 $1M 0.05% +4,157 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 18,430 $949K 0.8% +4,685 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 18,349 $945K 0.01% +2,011 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 18,281 $942K 0.04% +1,433 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,869 $920K 0.02% -89 13F-HR Timeline Group ARWA LLC More: the full row for ARWA LLC 17,858 $912K 0.38% +12,298 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 17,657 $910K 0.04% +2,021 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,496 $901K 0.04% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 16,932 $872K 0.05% +2,670 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 16,691 $860K 0.25% -455 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 16,479 $851K 0.01% +1,858 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 16,430 $846K 0.86% -2,150 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 15,965 $822K 0.2% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 15,804 $814K 0.08% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15,743 $811K 0.17% +167 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,977 $771K <0.01% -9,881 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,676 $756K 0.08% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,609 $753K <0.01% +1,719 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 14,429 $743K <0.01% -898 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,377 $741K 0.04% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 14,287 $736K <0.01% +4,099 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 13,961 $716K 0.01% -402 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 13,683 $705K 0.12% -68 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,576 $699K 0.1% -232 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,227 $681K <0.01% +719 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 13,189 $679K 0.08% +1,206 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,047 $672K <0.01% +294 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,866 $663K 0.04% -72 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 12,751 $655K 0.2% -496 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 12,492 $645K 0.7% +5,743 13F-HR Timeline Williams & Novak, LLC More: the full row for Williams & Novak, LLC 12,467 $642K 0.43% -6,500 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,241 $631K 0.01% -1,011 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 12,186 $628K 0.18% +149 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,116 $624K 0.01% +578 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,079 $622K 0.01% +703 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 11,798 $608K 0.19% -1,850 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 11,715 $603K 0.18% +550 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 11,696 $602K 0.13% -544 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 11,534 $594K <0.01% -3,269 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,374 $586K 0.01% +932 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,169 $575K 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,165 $575K <0.01% -305 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,990 $566K 0.22% +155 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,883 $561K 0.03% new 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) 10,869 $560K 0.01% -19,960 13F-HR Timeline Group SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 10,757 $554K 0.22% +1,128 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 10,510 $541K 0.12% +497 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 10,263 $529K 0.04% +40 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 10,122 $521K 0.11% -472 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,031 $517K 0.01% new 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 10,144 $511K new Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,869 $510K 0.06% +60 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,869 $508K 0.03% +3,394 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,813 $505K <0.01% +1 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,766 $503K 0.05% +156 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,710 $500K 0.01% -691 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,441 $486K 0.04% -196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,333 $481K 0.02% -394 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 9,319 $480K 0.13% +64 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,272 $478K <0.01% -1,088 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,195 $474K <0.01% +3,506 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 8,871 $457K 0.04% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,707 $448K 0.05% -889 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 8,603 $443K 0.24% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,562 $441K 0.01% +297 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 8,450 $435K 0.01% 0 13F-HR Timeline Group