BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 20,710,046 $1.04B 0.08% +3,239,944 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 6,057,451 $304M 0.02% -192,230 13F-HR Timeline Group American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 3,881,018 $195M 5.12% +974,000 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 3,507,629 $176M 0.16% +264,550 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,145,650 $108M 0.07% +105,582 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,868,375 $93.7M 0.02% -13,985 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,356,478 $68M <0.01% +59,113 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,279,605 $64.2M 0.13% -34,597 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,273,542 $63.9M 0.9% +21,471 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,241,471 $62.2M -3,597 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 865,227 $43.4M 0.06% -31,480 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 838,296 $42M 0.01% -10,694 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 809,597 $40.6M 0.01% -5,834 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 777,980 $39M 0.01% -867,462 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 640,644 $32.1M 0.03% -1,858,783 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 541,511 $27.2M -26,561 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 533,851 $26.8M 0.17% +6,967 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 441,245 $22.1M <0.01% +70,337 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 426,273 $21.4M 0.01% -52,898 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 405,960 $20.4M 0.01% +170,056 13F-HR Timeline Group AMERICAN CENTURY COMPANIES INC in group AMERICAN CENTURY COMPANIES INC More: the full row for AMERICAN CENTURY COMPANIES INC 402,200 $20.2M 0.01% +223,300 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 376,895 $18.9M 0.02% -103,000 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 300,637 $15.1M 0.15% -17,694 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 295,300 $14.8M 1.92% -5,936 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 279,030 $14M 0.1% +23,143 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 238,870 $12M 0.02% -7,357 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 235,246 $11.8M 0.01% +38,203 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 211,755 $10.6M 0.29% +44,164 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 192,394 $9.65M 0.01% +179,734 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 174,689 $8.76M 0.02% +786 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 147,397 $7.53M 0.61% +2,592 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 150,124 $7.53M <0.01% -2,486 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 149,558 $7.5M 0.01% +144,962 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 149,429 $7.49M 0.06% +25,944 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 124,408 $6.24M 0.03% +21,305 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 120,711 $6.05M 0.03% +45,842 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 115,192 $5.78M 0.3% +18,974 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 112,274 $5.63M 0.01% -16,660 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 105,625 $5.3M 0.04% -13,699 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 105,664 $5.28M 0.19% +33,350 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 102,394 $5.13M -76,548 Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 92,638 $4.64M 1.42% -12,539 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 89,730 $4.5M 0.63% +3,478 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 86,454 $4.33M 0.48% +19,072 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 85,453 $4.28M 0.55% +1,280 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 84,168 $4.22M 0.01% +5,157 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 80,479 $4.04M <0.01% +405 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 79,803 $4M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 79,219 $3.97M 0.01% +6,920 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 77,436 $3.88M <0.01% -2,179 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 76,290 $3.83M 0.07% -44,034 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 74,871 $3.75M 0.68% +1,500 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 73,945 $3.71M 0.03% +1,814 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 71,491 $3.58M <0.01% -337 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 69,440 $3.48M 0.07% +9,364 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 68,135 $3.42M 0.11% +4,062 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 64,337 $3.23M 0.46% -1,736 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 63,082 $3.16M 0.05% -41,363 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 59,684 $2.99M 0.01% -598,805 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 59,267 $2.95M <0.01% +23,039 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 57,774 $2.9M 1.85% +27,577 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 57,342 $2.87M 0.01% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 52,139 $2.61M 0.01% -56,074 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 50,286 $2.52M 0.43% -4,372 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 49,548 $2.48M 0.16% -58,729 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 48,718 $2.46M 0.01% -30,603 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 47,017 $2.36M 0.02% -267 13F-HR Timeline Group FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 44,642 $2.24M 0.14% +817 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 44,103 $2.21M 0.03% +2,836 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 41,530 $2.08M 0.55% +12,505 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 40,507 $2.03M <0.01% +4,019 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 40,195 $2.02M 0.34% +10,147 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 39,013 $1.96M 0.05% +1,809 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 37,636 $1.91M 0.06% -1,837 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 36,302 $1.82M 0.05% +32,275 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 36,105 $1.81M 0.02% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 35,823 $1.8M 0.73% +6,852 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 35,493 $1.78M 0.58% -2,748 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 35,380 $1.77M 0.14% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 35,444 $1.77M <0.01% -21,097 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 33,515 $1.68M 0.02% -8,751 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 33,270 $1.67M 0.02% -750 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 33,137 $1.66M <0.01% +153 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 32,929 $1.65M 0.42% -439 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 32,734 $1.64M <0.01% -5,134 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 32,604 $1.63M <0.01% +20,000 13F-HR Timeline Group Melone Private Wealth, LLC More: the full row for Melone Private Wealth, LLC 32,330 $1.62M 0.66% -3,255 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 32,281 $1.62M 0.63% +40 13F-HR Timeline DRAVO BAY LLC More: the full row for DRAVO BAY LLC 31,903 $1.6M 0.65% +2,133 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 31,897 $1.6M 0.09% +291 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 31,298 $1.57M 0.24% +881 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 31,182 $1.56M 0.07% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 31,005 $1.55M 0.04% +3,468 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 30,829 $1.55M 0.04% new 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 30,300 $1.52M <0.01% -43,623 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 29,867 $1.5M 0.35% +73 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 28,700 $1.44M 1.02% +9 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,944 $1.35M 0.01% +7,378 13F-HR Timeline Friday Financial More: the full row for Friday Financial 26,461 $1.33M 0.46% +1,571 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 26,234 $1.32M 0.29% +6,913 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 26,089 $1.31M 0.24% +5,700 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 25,810 $1.29M 0.07% -2,209 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 25,583 $1.28M 0.79% +7,303 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 25,475 $1.28M 1.32% +396 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 25,061 $1.26M 0.01% -1,370 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 25,038 $1.26M 0.04% +1,538 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 24,858 $1.25M <0.01% -1,176 13F-HR Timeline Group Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 23,884 $1.2M 0.11% -3,534 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 15,963 $1.18M 0.69% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 23,239 $1.17M 0.1% -968 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 23,030 $1.15M 0.99% +3,155 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,810 $1.14M 0.05% -3,671 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 22,141 $1.11M 0.04% +1,307 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 22,085 $1.11M 0.26% +2,235 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 21,875 $1.1M 0.07% -750 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 21,460 $1.08M 0.27% -3,533 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 20,567 $1.05M 0.77% +1,137 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 20,986 $1.05M 0.02% +835 13F-HR Timeline Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 18,967 $956K 0.72% -3,000 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 18,938 $950K <0.01% +13,897 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 18,580 $932K 0.95% -4,425 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 18,498 $928K 0.15% +846 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 18,413 $923K 0.02% -46 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,958 $900K 0.02% -4,550 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,815 $893K <0.01% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 17,496 $877K 0.04% +3,852 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 17,215 $863K 0.11% +8,308 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 17,146 $860K 0.28% -3,035 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 16,848 $845K 0.04% +1,173 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 16,561 $830K 0.03% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,338 $819K 0.01% +959 13F-HR Timeline Group Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 15,965 $818K 0.22% -2,339 13F-HR Timeline Graetz Wealth LLC More: the full row for Graetz Wealth LLC 16,190 $812K 0.72% +3,546 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 15,804 $805K 0.11% -6,173 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 15,636 $784K 0.04% +2,421 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15,576 $781K 0.18% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 15,375 $771K <0.01% -48,225 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 15,327 $768K <0.01% -4,884 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 15,299 $767K 0.04% +1,091 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14,878 $746K 0.03% -454 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 14,803 $742K <0.01% +12,836 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,746 $739K <0.01% +96 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 14,676 $736K 0.1% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 14,621 $733K 0.01% +11,259 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,408 $722K 0.01% -3,948 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 14,377 $721K 0.04% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,363 $720K 0.01% +5,106 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,262 $715K 0.05% -718 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 13,808 $692K 0.11% 0 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 13,751 $689K 0.13% +1,121 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 13,745 $689K 0.7% +3,668 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 13,648 $684K 0.24% +737 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 13,247 $666K 0.25% +25 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,252 $664K 0.01% +409 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,169 $660K <0.01% new 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 12,938 $649K 0.04% -1,943 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,890 $646K <0.01% -590 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,753 $639K <0.01% -892 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 12,508 $627K <0.01% +221 13F-HR Timeline Group BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 12,240 $614K 0.14% 0 13F-HR/A Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 12,190 $611K 0.17% -621 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 12,037 $604K 0.19% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 11,983 $601K 0.08% +131 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11,538 $579K 0.01% +1,007 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,470 $575K <0.01% +1,341 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 11,376 $570K 0.01% +257 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 11,169 $560K 0.02% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 11,165 $560K 0.19% +503 13F-HR Timeline FINANCIAL LIFE ADVISORS More: the full row for FINANCIAL LIFE ADVISORS 11,007 $552K 0.17% -4,762 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,844 $544K <0.01% +9,068 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,835 $543K 0.24% +1,060 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 10,594 $531K 0.13% -1,897 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,442 $524K 0.01% -1,715 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 10,360 $522K <0.01% -2,337 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 10,401 $521K 0.01% +2,913 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 10,223 $513K 0.05% +3,847 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,188 $506K <0.01% +302 13F-HR Timeline Group Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 10,013 $502K 0.12% -7,344 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,961 $498K 0.03% +2,345 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,809 $493K 0.07% -74,480 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,812 $492K <0.01% -122 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,727 $488K 0.03% -462 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 9,637 $483K 0.05% +196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,629 $483K 0.22% +1,886 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 9,610 $482K 0.05% +474 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 9,596 $481K 0.06% +824 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 9,568 $480K 0.02% -231 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,512 $477K 0.03% -6,333 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 9,255 $464K 0.14% +42 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,194 $461K 0.01% -450 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,000 $451K 0.03% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,867 $445K 0.04% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 8,843 $443K 0.17% -1,789 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 8,603 $431K 0.33% 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 $424K 0.01% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 8,298 $416K <0.01% -2,239 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,265 $414K 0.01% +507 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 8,135 $408K 0.01% +303 13F-HR/A Timeline ACCREDITED INVESTOR SERVICES, LLC More: the full row for ACCREDITED INVESTOR SERVICES, LLC 7,753 $389K 0.25% -460 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,560 $379K 0.1% 0 13F-HR Timeline