BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 16,531,313 $841M 0.06% +1,133,993 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,942,935 $252M 0.01% +291,848 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,971,087 $151M 0.16% +83,702 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,960,634 $99.8M 0.07% +169,892 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,895,396 $96.5M 0.02% +21,111 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,470,625 $74.9M <0.01% +67,247 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,443,920 $73.6M -329,982 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,277,016 $65M 0.89% +1,097,133 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,251,194 $63.7M 0.14% +34,287 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 904,176 $46M 0.06% -106,968 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 827,000 $42.1M 0.05% +726,750 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 795,731 $40.5M 0.01% -6,374 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 754,721 $38.4M 0.01% +105,041 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 686,666 $35M 0.01% +117,737 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 666,253 $33.9M <0.01% -190,380 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 602,466 $30.7M 0.07% -38,904 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 540,163 $27.5M 0.01% -76,908 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 533,121 $27.1M 0.18% +7,610 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 366,264 $18.6M <0.01% +30,734 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 358,150 $18.2M 1.44% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 327,370 $16.7M 0.02% +205,196 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 320,604 $16.3M 1.96% +89,992 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 292,708 $14.6M 0.02% +12,646 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 277,083 $14.1M 0.02% +215,450 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 259,318 $13.2M 0.14% +124,509 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 209,731 $10.7M <0.01% +12,709 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 208,809 $10.6M 0.02% +198,315 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 201,968 $10.3M 0.07% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 197,643 $10.1M 0.29% -144,767 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 181,027 $9.21M 0.01% +8,388 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 179,580 $9.14M 0.03% -5,836 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 $9.11M <0.01% 0 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 164,038 $8.35M <0.01% -201,411 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 161,999 $8.25M 0.45% +46,161 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 153,418 $7.81M +19,343 Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 150,700 $7.67M 0.01% -4,064 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 134,974 $6.87M 0.57% +12,657 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 124,424 $6.33M 0.05% -11,803 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 128,331 $6.3M 0.67% +122,235 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 123,627 $6.29M 0.13% -13,806 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 116,850 $5.95M 0.05% -7,868 13F-HR/A Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 115,493 $5.88M 0.02% -99,971 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 105,774 $5.38M 1.7% +3,043 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 103,248 $5.26M 0.01% -74 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 99,301 $5.05M 0.04% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 94,330 $4.8M 0.04% +34,034 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 91,559 $4.66M 0.26% +963 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 89,987 $4.58M 0.21% +583 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 88,826 $4.52M <0.01% +9,705 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 87,373 $4.45M 0.07% +48,767 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 87,419 $4.43M 0.01% +11,743 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 83,398 $4.24M 0.01% -1,234 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 82,280 $4.19M 0.01% +8,087 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 81,630 $4.15M 0.59% +3,161 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 79,022 $4.02M 0.47% +98 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 78,818 $4.01M 0.14% +5,214 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 74,290 $3.78M 0.02% -1,968 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 73,632 $3.75M <0.01% -2,617 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 72,547 $3.69M 0.01% +7,653 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 70,255 $3.58M 0.52% -14,964 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 66,631 $3.39M 0.35% +180 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 64,653 $3.28M 0.01% +934 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 63,884 $3.25M 0.59% +33 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 63,217 $3.22M 0.12% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 60,724 $3.09M 0.03% +6,064 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 59,975 $3.05M 0.02% -111,817 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 56,338 $2.87M 0.14% -100,386 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 54,894 $2.79M <0.01% -114,103 13F-HR/A Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 54,415 $2.77M 0.06% +4,549 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 43,515 $2.21M 0.46% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 43,094 $2.19M 0.74% -2,343 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 41,396 $2.11M 0.14% -2,124 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 41,267 $2.1M 0.01% +33,461 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 38,777 $1.97M 0.07% +1,251 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 38,622 $1.97M 0.03% -806 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 36,575 $1.86M 0.06% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 35,380 $1.8M 0.15% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 35,256 $1.79M 0.02% -4,467 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 33,870 $1.72M 0.02% +9,395 13F-HR Timeline Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 33,548 $1.71M 0.77% +338 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 33,472 $1.7M 0.01% -19,082 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 33,031 $1.68M 0.05% -13,900 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 32,864 $1.67M <0.01% -21,622 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 32,891 $1.67M 0.38% -5,389 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 32,785 $1.67M <0.01% -69,856 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 32,557 $1.66M 0.47% -2,460 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 32,354 $1.64M <0.01% +2,611 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 32,011 $1.63M <0.01% +10,424 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 31,233 $1.59M 0.7% +1,269 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 31,176 $1.59M 0.63% +22,631 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 29,380 $1.5M 0.24% +1,597 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 29,095 $1.48M 0.41% +11,600 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 29,033 $1.48M 0.09% +24,440 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 28,392 $1.45M 0.41% +9,969 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 27,856 $1.42M 0.96% +1,495 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 27,426 $1.4M 0.01% +8,638 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 27,426 $1.4M 0.06% -785,274 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,523 $1.35M 0.07% +894 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 26,313 $1.34M 0.22% -344 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 26,067 $1.33M 1.02% -11,464 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,015 $1.32M 0.01% +1,652 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,656 $1.31M 0.07% +218 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 25,107 $1.28M 0.07% -30,288 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25,067 $1.28M 1.4% -3,095 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,884 $1.27M <0.01% -842 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 24,755 $1.26M <0.01% +2,930 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 24,181 $1.23M 0.01% +8,890 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 23,889 $1.22M 0.04% +3,990 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 23,815 $1.21M 0.21% +118 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 23,235 $1.18M 0.25% +18,330 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 22,938 $1.17M 0.4% +200 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 22,657 $1.15M 0.04% +637 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 22,625 $1.15M 0.09% +4,750 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 22,610 $1.15M 0.19% -287 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 22,581 $1.15M 0.37% -7,765 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 22,089 $1.13M 0.48% +17,983 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 22,165 $1.13M 0.03% +3,265 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 21,861 $1.11M 0.41% -3,322 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 21,173 $1.08M 0.87% +15 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,623 $1.05M <0.01% +623 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 19,570 $996K 0.23% -290 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 19,272 $978K 0.3% -66 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 19,210 $977K 0.78% +1,315 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 19,145 $974K 0.02% +242 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 19,077 $971K 0.86% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,970 $965K 0.03% +5,724 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,908 $912K <0.01% -2,830 13F-HR Timeline Friday Financial More: the full row for Friday Financial 17,785 $905K 0.38% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,423 $887K 0.04% -2,277 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 16,761 $853K 0.02% -1,867 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 16,668 $848K +14,950 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 16,607 $845K 0.01% -152 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 16,313 $830K 0.06% +172 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,105 $819K <0.01% new 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 15,888 $809K 0.08% +10,041 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 15,845 $807K 0.05% -17,200 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 14,986 $763K 0.04% +992 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 14,970 $762K 0.27% +1,757 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,893 $758K 0.01% -5,445 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 14,722 $749K 0.24% -628 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,676 $747K 0.09% 0 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 14,636 $745K 0.23% +1,554 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,620 $744K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 14,549 $741K <0.01% +597 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 14,448 $735K 0.01% -1,467 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,377 $732K 0.04% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,055 $715K <0.01% -54,012 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 13,930 $709K 0.05% +764 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,837 $704K <0.01% -538 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,808 $703K 0.12% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 13,638 $694K 0.01% -8,510 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 13,548 $690K 0.27% -2,101 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,520 $688K <0.01% -1,408 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 13,518 $688K 0.15% -3,490 13F-HR/A Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 13,222 $673K 0.17% +982 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 13,188 $671K <0.01% -2,057 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 13,111 $667K 0.2% -57 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 12,910 $657K 0.05% -9,464 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,810 $652K 0.04% +247 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,376 $630K 0.01% -226 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,076 $615K 0.01% +539 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 11,593 $590K 0.2% -2,687 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,463 $583K 0.01% -1,492 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 11,320 $576K 0.11% +24 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 11,184 $573K 0.22% -88 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 11,220 $571K 0.15% -1,986 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,897 $555K 0.01% +9,071 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 10,876 $554K 0.05% -200 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 10,825 $551K 0.08% +2,959 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,775 $548K 0.24% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,742 $547K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 10,641 $542K 0.03% -883 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,504 $535K 0.01% +134 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 10,502 $535K 0.03% -8,378 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 10,482 $534K 0.14% +101 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 10,000 $509K 0.08% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,974 $508K 0.01% -133 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,968 $507K <0.01% -6,776 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,904 $504K 0.01% -592 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,812 $499K 0.05% -330 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 9,259 $471K 0.08% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,255 $471K <0.01% +2,592 13F-HR Timeline Group FC Advisory LLC More: the full row for FC Advisory LLC 9,130 $465K 0.14% -2,566 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,081 $462K 0.05% +165 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 8,857 $451K 0.01% +4,552 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,712 $443K 0.06% +204 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,677 $442K 0.06% +1,031 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 8,603 $438K 0.41% 0 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 $430K 0.01% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,173 $416K 0.02% -3,179 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,119 $413K 0.01% -348 13F-HR/A Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 8,093 $412K <0.01% -443 13F-HR Timeline Group ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 7,975 $406K 0.28% -138 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 7,924 $403K 0.03% -1,105 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,848 $399K 0.03% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,807 $397K <0.01% -3,238 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 7,799 $397K 0.01% new 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,660 $390K 0.08% -255 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,625 $388K 0.01% -477 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 7,597 $387K 0.04% +207 13F-HR/A Timeline