BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,397,320 $773M 0.06% -320,019 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,651,087 $234M 0.01% +1,873,319 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,887,385 $145M 0.17% -510,519 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,874,285 $94.1M 0.02% +177,505 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,790,742 $89.9M 0.07% +73,586 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,773,902 $89.1M +283,421 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,403,378 $70.5M <0.01% +51,449 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,216,907 $61.1M 0.14% +53,682 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,011,144 $50.8M 0.07% +37,887 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 856,633 $43M 0.01% +91,559 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 812,700 $41.6M 1.48% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 802,105 $40.3M 0.01% +5,432 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 649,680 $32.6M 0.01% -68,948 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 641,370 $32.2M 0.08% -22,498 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 617,071 $31M 0.01% +48,879 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 568,929 $28.5M 0.01% +158,024 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 525,511 $26.4M 0.18% +31,436 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 365,449 $18.3M <0.01% -4,265 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 342,410 $17.2M 0.55% +12,561 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 335,530 $16.8M <0.01% -122,734 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 280,062 $14.1M 0.03% +114,232 13F-HR/A Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 230,612 $11.6M 1.51% +39,056 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 215,464 $10.8M 0.03% +14,872 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 197,022 $9.89M <0.01% -15,816 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 185,416 $9.31M 0.03% +1,971 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 179,883 $9.03M 0.14% -229,993 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 178,900 $8.98M <0.01% -99,600 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 172,639 $8.67M 0.01% -19,760 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 171,792 $8.63M 0.05% +108,144 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 168,997 $8.49M <0.01% +118,079 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 156,724 $7.87M 0.42% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 154,764 $7.77M 0.01% +120,541 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 137,433 $6.9M 0.16% +24,701 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 136,227 $6.84M 0.06% -7,162 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 134,809 $6.77M 0.08% -67,144 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 134,075 $6.73M +6,659 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 124,718 $6.26M 0.07% +76,576 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 122,317 $6.14M 0.55% +13,141 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 122,174 $6.13M 0.01% +21,427 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 115,838 $5.82M 0.34% +19,647 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 103,322 $5.19M 0.01% -39,408 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 102,731 $5.16M 1.77% -2,972 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 102,641 $5.15M 0.01% +45,695 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 100,250 $5.03M 0.01% -78,889 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 95,706 $4.81M 0.36% +1,142 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 90,596 $4.55M 0.27% -6,492 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 89,404 $4.49M 0.23% +1,913 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 86,127 $4.32M 0.24% +13,765 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 85,219 $4.28M 0.66% -2,587 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 84,632 $4.25M 0.01% +587 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 79,121 $3.97M <0.01% -1,345 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 78,924 $3.95M 0.5% +1,479 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 78,469 $3.94M 0.63% -106,071 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 76,258 $3.83M 0.02% -391,697 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 76,249 $3.83M <0.01% -87,038 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 75,676 $3.8M 0.01% +29,292 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 74,193 $3.73M 0.01% +33,289 13F-HR/A Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 73,604 $3.61M 0.14% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 68,067 $3.42M 0.01% +49,341 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 66,451 $3.34M 0.36% -3,399 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 64,894 $3.26M 0.01% +2,759 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 63,851 $3.21M 0.62% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 63,719 $3.2M 0.02% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 61,633 $3.09M 0.01% +20,127 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 60,296 $3.03M 0.03% +11,696 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 59,963 $3.01M 0.05% +48,116 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 55,395 $2.78M 0.17% +30,149 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 54,660 $2.74M 0.03% -2,638 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 54,486 $2.74M <0.01% +54,222 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 52,554 $2.64M 0.02% +9,631 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 49,866 $2.5M 0.06% -31,170 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 46,931 $2.36M 0.08% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 45,437 $2.28M 0.82% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 43,520 $2.19M 0.16% -14,022 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 39,723 $1.99M 0.03% -1,266 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 39,428 $1.98M 0.03% +320 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 38,606 $1.94M 0.03% new 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 38,280 $1.92M 0.49% -492 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 37,531 $1.88M 1.6% +8,810 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 37,526 $1.88M 0.08% +498 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 37,095 $1.86M 0.05% -70,268 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 35,017 $1.76M 0.55% -30,963 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 33,210 $1.66M 0.85% -12,094 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 33,045 $1.66M 0.11% -775 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 32,585 $1.64M 0.04% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 30,346 $1.52M 0.53% -6,182 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 29,964 $1.5M 0.73% -4,259 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 29,743 $1.49M <0.01% +5,876 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 28,162 $1.41M 1.72% -2,680 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 27,783 $1.4M 0.26% -894 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 26,657 $1.34M 0.26% -8,281 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 26,361 $1.32M 1.02% +1,459 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 25,726 $1.29M <0.01% -1,675 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,629 $1.29M 0.09% -145 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 25,183 $1.26M 0.55% +195 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,438 $1.25M 0.07% +4,709 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 24,475 $1.23M 0.02% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 24,363 $1.22M 0.01% -2,116 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 23,697 $1.19M 0.26% -2,682 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 22,897 $1.15M 0.21% -6,511 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 22,738 $1.14M 0.47% +782 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 22,374 $1.12M 0.1% -500 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 22,148 $1.11M 0.01% +8,916 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 22,020 $1.11M 0.04% -702 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 21,825 $1.1M <0.01% -25,175 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 21,587 $1.08M <0.01% +301 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 21,158 $1.06M 0.92% +13 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,738 $1.04M 0.01% +5,159 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 20,338 $1.02M 0.01% +5,375 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,000 $1M <0.01% -205 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 19,899 $999K 0.04% -2,609 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 19,860 $997K 0.25% -100 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 19,700 $989K 0.05% new 13F-HR/A Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 19,338 $960K 0.33% +166 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 18,903 $949K 0.03% -67 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 18,900 $949K 0.02% -2,060 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 18,788 $943K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 18,880 $943K 0.05% -4,483 13F-HR Timeline Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 18,649 $936K 0.58% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,628 $935K 0.03% -254 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 18,423 $925K 0.31% new 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 17,875 $898K 0.07% new 13F-HR Timeline Friday Financial More: the full row for Friday Financial 17,785 $893K 0.45% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 17,895 $884K 0.78% -735 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 17,495 $878K 0.27% +615 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 17,008 $854K 0.2% -1,670 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,759 $841K 0.01% +16 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,744 $841K <0.01% -1,991 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,141 $810K 0.06% -784 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 15,915 $796K 0.02% -23,410 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 15,649 $786K 0.33% -1,701 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 15,465 $776K 0.48% new 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 15,350 $771K 0.26% +627 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,291 $768K 0.01% -14,821 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 15,245 $765K <0.01% -11,692 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,928 $750K <0.01% +3,388 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,676 $737K 0.07% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,377 $722K 0.04% -2,454 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,375 $722K <0.01% new 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 14,280 $717K 0.27% -433 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,197 $713K 0.01% new 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 13,994 $703K 0.04% +1,449 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,952 $701K <0.01% +2,082 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,808 $693K 0.14% -162 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 13,564 $681K 0.59% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 13,246 $665K 0.02% +1,524 13F-HR Timeline Group INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 13,213 $663K 0.25% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 13,206 $663K 0.2% -509 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 13,168 $661K 0.2% -246 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 13,166 $661K 0.05% +3,524 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 13,082 $657K 0.22% +7,146 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,955 $650K 0.01% +2,875 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,602 $633K 0.01% +2,499 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,563 $631K 0.04% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,240 $615K 0.17% +700 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 11,696 $587K 0.18% -7,502 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,537 $579K 0.01% +4,026 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 11,524 $579K 0.03% -205 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 11,352 $570K 0.03% -15,219 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 11,296 $567K 0.12% -458 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,227 $564K <0.01% +4,514 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 11,076 $556K 0.06% -7,000 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,045 $555K <0.01% +37 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 11,272 $552K 0.24% 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,775 $541K 0.24% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 10,496 $527K 0.02% +145 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 10,494 $527K <0.01% -105,965 13F-HR Timeline Group BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,381 $521K 0.17% -3,924 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,370 $521K 0.02% -141 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 10,142 $509K 0.06% +120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,107 $507K 0.01% +169 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 9,351 $470K 0.03% -1,800 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 9,335 $469K 0.18% +618 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,150 $459K 0.02% -50 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 9,029 $453K 0.04% +1 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 8,916 $448K 0.06% -669 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 8,603 $432K 0.51% 0 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 8,545 $429K 0.18% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,536 $429K <0.01% -5,168 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,508 $427K 0.07% +3,599 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,467 $425K 0.01% -1,360 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 $424K 0.01% -470 13F-HR Timeline Group VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 8,300 $417K 0.04% +893 13F-HR/A Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 8,113 $407K 0.31% +558 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 8,102 $407K 0.01% -173 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 7,950 $399K 0.11% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,915 $397K 0.09% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 7,906 $397K 0.06% -1,011 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 7,866 $395K 0.06% +2,804 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 7,806 $392K <0.01% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 7,783 $391K 0.04% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,646 $384K 0.06% -616 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,561 $380K 0.01% +63 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,390 $371K 0.04% -442 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,324 $368K 0.03% -9,349 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,150 $359K 0.18% +289 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 7,103 $357K 0.22% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 7,070 $355K 0.02% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 7,031 $353K <0.01% +102 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 7,103 $348K 0.18% +950 13F-HR Timeline