BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 27,854,432 $2.1B 0.14% -439,627 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,991,594 $1.74B 0.09% -267,007 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 14,061,037 $1.06B -3,039,131 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,824,915 $1.04B 0.05% -883,984 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,829,309 $969M 0.17% -358,326 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,952,646 $827M 0.19% +772,726 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,376,933 $708M -157,337 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,732,671 $659M 0.01% +109,246 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,264,173 $549M 0.25% +144,521 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,819,247 $513M 0.17% -21,540 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,787,859 $510M 0.1% -208,106 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 6,653,240 $502M 3.94% -268,531 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,320,401 $477M 0.25% -129,485 13F-HR Timeline Group HRTG GPE, LLC More: the full row for HRTG GPE, LLC 5,603,339 $423M 17.05% +1,094,846 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,503,613 $416M 0.02% -3,361,721 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,351,664 $404M 0.11% -161,616 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,260,337 $397M 0.05% -24,064 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,237,754 $396M 0.94% -166,406 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,743,885 $283M 0.05% -79,027 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,665,787 $277M 0.91% +48,373 13F-HR Timeline Group Diameter Capital Partners LP More: the full row for Diameter Capital Partners LP 3,363,600 $254M 27.03% new 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,247,846 $245M 0.24% -43,044 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 3,114,126 $235M 0.13% -499,994 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,104,618 $234M 0.29% -101,678 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,939,343 $222M 0.27% -2,278,313 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,933,050 $221M 0.27% -225,559 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,756,374 $208M 0.26% +56,027 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,623,650 $198M 1.54% -32,000 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,226,695 $168M 0.14% +1,622 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,191,169 $165M 5.94% +118,328 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,179,893 $165M 0.25% -236,267 13F-HR Timeline HARVARD MANAGEMENT CO INC More: the full row for HARVARD MANAGEMENT CO INC 1,980,085 $150M 3.51% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,915,838 $145M 0.22% -53,764 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,880,448 $142M 0.17% +94,655 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 1,840,038 $139M 0.02% +149,558 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,770,971 $134M 0.49% -247 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 1,757,254 $133M 9.28% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,720,597 $130M 0.07% +424,580 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,670,513 $126M 0.01% -174,129 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,659,286 $125M 0.69% +1,628,465 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,657,565 $125M 5.22% -44,747 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,651,446 $125M 2.58% +84,457 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 1,616,153 $122M 0.02% -25,862 13F-HR Timeline Group Pennsylvania State University More: the full row for Pennsylvania State University 1,574,099 $119M 47.82% 0 13F-HR Timeline MOON CAPITAL MANAGEMENT LP in group MOON CAPITAL MANAGEMENT LP More: the full row for MOON CAPITAL MANAGEMENT LP 1,559,604 $118M 79.53% 0 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,551,830 $117M 1.55% -84,009 13F-HR Timeline Group Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,493,851 $113M 0.29% -81,307 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,433,117 $108M 0.1% +59,581 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,381,533 $104M 1.1% +35,277 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,337,852 $101M 0.05% +42,279 13F-HR Timeline Group CRCM LP More: the full row for CRCM LP 1,313,821 $99.2M 65.2% +63,951 13F-HR/A Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,279,618 $96.6M 0.13% -68,568 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,195,340 $90.3M 9.18% +33,764 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,186,238 $89.6M 0.18% +54,655 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 1,184,586 $89.4M 55.87% +123 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,130,603 $85.4M 0.06% -2,028 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,129,781 $85.3M 0.09% -259,625 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,126,052 $85M 0.05% +753,463 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,112,704 $84M -23,653 Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,082,303 $81.7M -32,720 Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,019,061 $76.9M 2.86% +47,402 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,017,800 $76.9M 0.23% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,013,648 $76.5M 0.57% +1,882 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 985,621 $74.4M 0.13% +142,616 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 980,233 $74M 0.02% -17,672 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 977,186 $73.8M 0.28% +225,307 13F-HR Timeline VCU Investment Management Co More: the full row for VCU Investment Management Co 969,928 $73.2M 100% +208,130 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 911,672 $68.8M 5.41% -7,129 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 907,369 $68.5M 0.15% -53,192 13F-HR/A Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 904,231 $68.3M 0.13% +29,726 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 899,141 $67.9M 0.06% +371,221 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 887,292 $67M 1.21% -37,301 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 880,867 $66.5M 0.02% -560 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 877,484 $66.3M 0.56% +33,638 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 860,215 $65M +119,806 Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 858,088 $64.8M 6.66% -1,027,378 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 849,212 $64.1M 0.38% -180,355 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 819,093 $61.8M 0.78% 0 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 807,662 $61M 4.51% -682,621 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 792,471 $59.8M 0.03% -28,692 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 780,110 $58.9M 5.01% -137,178 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 774,373 $58.5M 4.75% +93,915 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 769,660 $58.1M 4.55% -37,920 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 766,654 $57.9M -26,861 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 756,577 $57.1M 0.17% +29,326 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 744,703 $56.2M 0.26% +16,412 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 733,498 $56.2M 0.02% +85,520 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 742,991 $56.1M 0.81% -16,988 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 730,122 $55.1M 0.13% +91 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 707,800 $53.4M 0.77% -32,791 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 699,025 $52.8M 0.84% +27,518 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 691,008 $52.2M 0.54% +65,382 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 672,087 $50.7M 3.5% +354 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 667,089 $50.4M 0.06% -15,381 13F-HR/A Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 663,500 $50.1M 0.4% -2,630,000 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 660,237 $49.9M 1.8% +19,200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 655,374 $49.5M 1.67% -11,071 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 650,137 $49.1M 0.02% +25,639 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 645,613 $48.8M 6.41% -16,412 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 641,393 $48.4M 5.5% +56,347 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 636,522 $48.1M 7.49% +11,322 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 635,258 $48M 0.22% -79,338 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 627,964 $47.4M 0.67% +7,332 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 627,646 $47.4M -36,260 Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 606,122 $45.8M 0.29% +21,685 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 605,714 $45.7M 0.52% -50,641 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 604,758 $45.7M 0.04% -387 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 589,664 $44.5M 5.41% +13,242 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 555,178 $41.9M 5.46% +20,630 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 555,136 $41.9M 0.76% -11,717 13F-HR Timeline Eurizon Asset Management Hungary Ltd. More: the full row for Eurizon Asset Management Hungary Ltd. 533,074 $40.3M 42.86% +51,059 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 530,298 $40M 0.2% -109,627 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 524,796 $39.6M 0.1% -5,365 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 517,314 $39.3M 0.1% +60,217 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 516,618 $39M 5.78% -4,994 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 513,674 $38.8M 15.6% -15,168 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 503,990 $38.1M 0.05% -100,045 13F-HR/A Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 500,409 $37.8M 5.01% +16,651 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 467,941 $35.3M 1.03% +4,199 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 460,543 $34.8M 0.36% -9,866 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 458,998 $34.7M 0.49% +707 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 448,234 $33.8M 0.21% -147,756 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 444,396 $33.6M 2.13% +127,485 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 440,971 $33.3M 8.82% +10,755 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 431,181 $32.6M 0.15% -24,289 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 426,515 $32.2M 0.01% -2,823 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 422,086 $31.9M 1.55% +4,867 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 421,606 $31.8M 5.94% -6,997 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 413,958 $31.3M 0.48% +18,167 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 397,969 $30.1M 2.67% +11,108 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 395,430 $29.9M 11.99% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 587,655 $29.4M 0.05% -12,820 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 389,547 $29.4M 0.14% +74,465 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 389,255 $29.4M 2.54% +183,599 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 380,803 $28.8M 0.08% +241,094 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 375,916 $28.4M 11.4% +2,271 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 374,204 $28.3M 0.24% +20,974 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 371,845 $28.1M 0.17% -318,876 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 363,933 $27.5M -236,330 Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 359,362 $27.1M 0.98% +11,589 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 355,443 $26.8M 1.65% +2,374 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 355,328 $26.8M 6.19% 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 353,641 $26.7M 0.98% +30,009 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 353,400 $26.7M 0.15% +244,140 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 347,507 $26.2M 6.58% +29,399 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 346,112 $26.1M 4.2% +518 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 345,528 $26.1M 0.31% +64,780 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 344,717 $26M 0.41% +2,244 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 343,365 $25.9M +18,636 Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 342,456 $25.9M 3.06% +18,288 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 336,707 $25.4M 0.32% +588 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 335,451 $25.3M 0.31% -7,867 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 334,134 $25.2M 11.79% +1,203 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 330,096 $24.9M 0.48% +1,168 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 328,020 $24.8M 0.83% -62,130 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 319,149 $24.1M 0.07% +77,097 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 318,583 $24.1M 1.34% -10,212 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 318,499 $24M 0.18% -22,684 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 312,888 $23.6M 0.04% -43,927 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 312,445 $23.6M 3.01% -11,550 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 312,256 $23.6M 0.23% -3,342 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 311,696 $23.5M 0.06% -60,011 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 307,858 $23.2M 2.65% +6,263 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 307,145 $23.2M 0.16% +181,078 13F-HR Timeline Group AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 306,180 $23.1M 5.05% -26,028 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 301,674 $22.8M 1.49% +6,861 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 301,157 $22.7M 0.31% -5,184 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 299,942 $22.6M 0.18% +1,761 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 299,586 $22.6M 1.89% -1,526 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 297,940 $22.5M 1.35% -96,000 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 295,485 $22.3M 0.12% +83,886 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 295,330 $22.3M 1.26% -8,096 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 285,204 $21.5M 10.04% -11,737 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 284,219 $21.5M 0.04% +122,704 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 284,111 $21.5M 1.33% +828 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 283,701 $21.4M 0.04% -306,071 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 282,506 $21.3M 0.44% +5,422 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 281,952 $21.3M 2.16% -3,042 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 281,519 $21.3M 0.24% +7,684 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 280,535 $21.2M 2.6% +2,227 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 279,400 $21.1M 6.39% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 276,829 $20.9M 5.16% +3,557 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 272,942 $20.6M 0.42% -29,663 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 272,265 $20.6M 0.09% -7,357 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 269,426 $20.3M 1.9% -2,638 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 265,660 $20.1M 1.23% +25,099 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 265,275 $20M 2.64% -121,291 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 263,548 $19.9M 0.08% +3,643 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 263,368 $19.9M 0.8% +22,258 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 261,405 $19.7M 0.23% +7,118 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 259,519 $19.6M 0.85% -402 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 258,296 $19.5M 0.2% +9,915 13F-HR Timeline Group Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 248,960 $19.1M +130,686 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 251,889 $19M 0.41% +17,551 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 250,563 $18.9M 5.85% +69,181 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 249,615 $18.8M 0.13% +153,182 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 248,254 $18.7M 0.21% -8,390 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 248,044 $18.7M 1.65% -115 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 247,086 $18.7M 0.88% -734 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 245,631 $18.5M 3.4% -1,762 13F-HR Timeline