BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 17,470,102 $893M 0.06% +938,789 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,249,681 $319M 0.02% +1,306,746 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,243,079 $166M 0.16% +271,992 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 2,907,018 $149M 5.35% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 2,499,427 $128M 0.14% +2,172,057 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,040,068 $104M 0.07% +79,434 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,882,360 $96.2M 0.02% -13,036 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,645,442 $84.1M 0.01% +979,189 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,314,202 $67.2M 0.14% +63,008 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,297,365 $66.3M <0.01% -173,260 13F-HR/A Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,252,071 $64M 0.83% -24,945 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,245,068 $63.6M -198,852 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 896,707 $45.8M 0.06% -7,469 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 848,990 $43.4M 0.01% +53,259 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 815,431 $41.7M 0.01% +60,710 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 658,489 $33.7M 0.06% +449,680 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 568,072 $29M 0.07% -34,394 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 526,884 $26.9M 0.17% -6,237 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 479,895 $24.5M 0.03% -347,105 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 479,171 $24.5M 0.01% -60,992 13F-HR Timeline Group Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 441,820 $22.6M 1.67% +83,670 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 370,908 $19M <0.01% +4,644 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 318,331 $16.3M 0.16% +59,013 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 301,236 $15.4M 1.81% -19,368 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 255,887 $13.1M 0.11% +53,919 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 246,227 $12.6M 0.02% -30,856 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 235,904 $12.1M <0.01% +26,173 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 202,701 $10.4M 0.08% +103,400 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 197,043 $10.1M 0.01% +16,016 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 178,942 $9.15M +25,524 Timeline AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 178,900 $9.15M <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 173,903 $8.89M 0.02% -5,677 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 167,591 $8.57M 0.24% -30,052 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 152,610 $7.8M <0.01% -11,428 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 144,805 $7.4M 0.6% +9,831 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 128,934 $6.59M 0.01% -163,774 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 123,485 $6.31M 0.05% +6,635 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 120,324 $6.15M 0.11% -3,303 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 119,324 $6.1M 0.04% -5,100 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 108,277 $5.54M 0.26% +51,939 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 108,213 $5.53M 0.01% -7,280 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 105,177 $5.38M 1.65% -597 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 104,445 $5.34M 0.08% +17,072 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 103,103 $5.27M 0.04% +8,773 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 98,723 $5.05M 0.96% +55,208 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 96,218 $4.92M 0.27% +4,659 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 94,186 $4.81M 0.21% +4,199 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 86,252 $4.41M 0.61% +4,622 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 84,289 $4.31M 0.58% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 84,173 $4.3M 0.55% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 80,074 $4.09M <0.01% -3,324 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 79,615 $4.07M <0.01% -9,211 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 79,321 $4.05M 0.01% -8,098 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 79,011 $4.04M 0.01% -3,269 13F-HR/A Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 74,869 $3.83M 0.02% +14,894 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 73,923 $3.78M 0.01% -76,777 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 73,371 $3.75M 0.38% +6,740 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 72,299 $3.7M 0.01% -248 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 72,314 $3.7M 0.14% +43,281 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 72,131 $3.69M 0.03% -2,159 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 71,828 $3.67M <0.01% -1,804 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 67,382 $3.44M 0.39% -11,640 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 66,073 $3.38M 0.47% -4,182 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 64,073 $3.28M 0.12% +856 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 63,600 $3.25M <0.01% +38,845 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 60,547 $3.1M <0.01% +27,683 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 60,076 $3.07M 0.06% +5,661 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 57,342 $2.93M 0.01% -7,311 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 56,541 $2.89M <0.01% +1,647 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 54,658 $2.79M 0.49% -9,226 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 47,284 $2.42M 0.02% +13,812 13F-HR Timeline Group Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 45,685 $2.34M 1.77% +38,122 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 43,825 $2.24M 0.14% +2,429 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 42,266 $2.16M 0.02% +18,085 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 41,267 $2.11M 0.03% +2,645 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 40,805 $2.09M 0.02% +13,379 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 40,805 $2.09M 0.1% +13,379 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 40,262 $2.06M 0.66% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 39,473 $2.02M 0.07% +696 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 38,241 $1.95M 0.65% -4,853 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 37,868 $1.94M <0.01% -65,380 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 37,204 $1.9M 0.06% +629 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 36,488 $1.87M <0.01% +4,477 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 36,228 $1.85M <0.01% +3,874 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 35,585 $1.82M 0.77% +2,037 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 35,380 $1.81M 0.15% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 34,020 $1.74M 0.02% +150 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 33,368 $1.71M 0.45% +811 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 32,984 $1.69M <0.01% +199 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 32,480 $1.66M <0.01% -654,186 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 32,241 $1.65M 0.62% +1,065 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 31,733 $1.62M <0.01% -9,534 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 31,606 $1.62M 0.1% +15,293 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 30,417 $1.55M 0.25% +1,037 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 30,197 $1.54M 1.05% +2,341 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 30,048 $1.54M 0.26% 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 29,794 $1.52M 0.31% -3,097 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 29,770 $1.52M 0.63% -1,463 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 29,025 $1.48M 0.41% -70 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 28,971 $1.48M 0.6% +6,882 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 28,691 $1.47M 1.1% +7,518 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 28,019 $1.43M 0.08% +2,363 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,537 $1.41M 0.03% +5,372 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 27,418 $1.4M 0.13% +11,530 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 26,820 $1.37M 0.02% +26,073 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 26,481 $1.35M 0.06% -42 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,431 $1.35M 0.01% +416 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 26,034 $1.33M <0.01% +1,150 13F-HR Timeline Group Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 25,079 $1.28M 1.28% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 24,993 $1.28M 0.34% -3,399 13F-HR Timeline Friday Financial More: the full row for Friday Financial 24,890 $1.27M 0.45% +7,105 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 24,657 $1.26M 0.2% -1,656 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 24,432 $1.25M 0.37% +1,494 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 24,207 $1.24M 0.14% +392 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 23,500 $1.2M 0.04% -389 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23,005 $1.18M 1.23% -2,062 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 22,625 $1.16M 0.08% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 22,508 $1.15M 0.03% +3,538 13F-HR/A Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 21,977 $1.12M 0.22% -1,258 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 21,967 $1.12M 0.85% -4,100 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 20,834 $1.07M 0.04% -1,823 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 20,389 $1.04M 0.19% +9,069 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 20,211 $1.03M <0.01% -412 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 20,181 $1.03M 0.33% -2,400 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 20,151 $1.03M 0.02% +1,006 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 19,875 $1.02M 0.87% +798 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 19,850 $1.01M 0.23% +280 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 19,566 $1M 0.01% +6,046 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 19,430 $995K 0.77% +220 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 19,321 $988K 0.22% +12,398 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,459 $944K 0.02% +1,698 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 18,356 $938K 0.01% -42,368 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 18,280 $934K 0.62% 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 18,304 $934K 0.26% -968 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 17,652 $902K 0.15% -4,958 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 17,357 $887K 0.21% +4,135 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,517 $844K 0.01% +10,766 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 15,845 $810K 0.04% 0 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 15,769 $806K 0.25% +1,047 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 15,675 $801K 0.04% +689 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 15,379 $786K 0.01% -19,877 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,332 $784K 0.03% +14,255 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,980 $766K 0.05% +1,050 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 14,881 $761K 0.05% +2,071 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,676 $755K 0.09% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 14,675 $750K <0.01% +620 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,650 $749K <0.01% +30 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,377 $735K 0.04% 0 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 14,208 $726K 0.04% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,808 $706K 0.11% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,645 $698K 0.01% -1,248 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,644 $697K 0.03% -3,779 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 13,480 $689K <0.01% -1,069 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 13,215 $676K 0.03% +2,713 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 13,222 $673K 0.25% +2,038 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 12,911 $660K 0.23% -2,059 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,843 $657K 0.01% +767 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,838 $656K <0.01% -800 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 12,811 $655K 0.18% -1,825 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 12,697 $649K 0.01% +1,800 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 12,660 $647K <0.01% +7,755 13F-HR Timeline Group Graetz Wealth LLC More: the full row for Graetz Wealth LLC 12,644 $646K 0.59% 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 12,630 $646K 0.11% +3,371 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 12,604 $644K -4,064 Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 12,491 $639K 0.16% +1,271 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,287 $628K <0.01% -901 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,240 $626K 0.14% -1,278 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,157 $621K 0.01% -219 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 12,037 $615K 0.19% -1,074 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,852 $606K 0.08% +1,027 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 11,693 $598K 0.15% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,169 $571K 0.02% -67,649 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,119 $568K 0.01% -344 13F-HR Timeline Group ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 10,662 $545K 0.18% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,647 $544K <0.01% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 10,632 $544K 0.21% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,537 $539K 0.01% +5,914 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,531 $538K 0.01% +27 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,324 $528K 0.01% +1,467 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,189 $521K 0.04% -2,721 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 10,141 $518K 0.08% +141 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,129 $518K <0.01% +161 13F-HR Timeline Owen LaRue, LLC More: the full row for Owen LaRue, LLC 10,125 $518K 0.2% -3,423 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 10,077 $515K 0.55% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,934 $508K <0.01% -7,974 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,886 $505K <0.01% +631 13F-HR/A Timeline Group McAdam, LLC More: the full row for McAdam, LLC 9,799 $501K 0.02% -842 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 9,775 $500K 0.22% -1,000 13F-HR Timeline Hyundai Investments Co., Ltd. More: the full row for Hyundai Investments Co., Ltd. 9,671 $494K 0.48% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,644 $493K 0.01% -260 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 9,568 $489K 0.01% -1,174 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,441 $483K 0.05% -371 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. World Investment Advisors More: the full row for World Investment Advisors 9,257 $473K 0.01% new 13F-HR/A Timeline FC Advisory LLC More: the full row for FC Advisory LLC 9,213 $471K 0.14% +83 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,136 $467K 0.05% +55 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,949 $464K 0.15% -445 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,056 $463K 0.01% +937 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,907 $455K 0.06% +195 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,867 $453K 0.04% -2,009 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 8,772 $448K 0.05% +95 13F-HR Timeline