BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 31,338,642 $1.85B 0.16% +358,327 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 26,120,610 $1.54B 0.1% +3,503,474 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,783,416 $1.4B 0.1% +293,391 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 19,238,923 $1.13B +7,341,811 Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 17,940,089 $1.06B 0.75% +339,286 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 13,295,673 $784M 2.56% -597,339 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,625,051 $744M 0.18% +336,225 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,182,842 $659M 0.26% +2,552,405 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,960,342 $528M 0.12% +771,515 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 7,748,703 $457M 0.17% -702,216 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,521,009 $384M 0.03% -2,267,175 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,467,599 $382M 0.1% +616,559 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 6,049,600 $357M 3.97% +125,599 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,395,693 $318M 0.12% +332,503 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,992,270 $294M 0.01% +704,974 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 4,797,591 $283M 0.45% +637,298 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,718,436 $278M 0.23% +414,584 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,849,591 $227M 0.32% +611,513 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,591,732 $212M 0.03% +444,702 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,546,034 $209M 0.28% -62,641 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,500,697 $206M 0.05% +286,306 13F-HR/A Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,420,214 $202M 0.81% +157,445 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,264,440 $192M 0.4% -7,154 13F-HR Timeline Group Pureheart Capital Pte Ltd. More: the full row for Pureheart Capital Pte Ltd. 2,675,000 $158M 23.44% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,651,774 $149M 0.32% +141,688 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,434,632 $144M 0.36% +152,903 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,351,039 $139M 0.15% +294,384 13F-HR Timeline Group Packer & Co Ltd More: the full row for Packer & Co Ltd 2,350,100 $139M 42.1% -1,235,000 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,292,918 $135M 7.49% -173,249 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,291,835 $133M 10.28% +50,124 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,068,536 $122M 6.59% +17,782 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,001,910 $118M 1.93% +1,741 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 1,844,887 $109M 0.35% +3,084 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,840,021 $108M 0.21% -20,005 13F-HR Timeline Group Arnhold LLC More: the full row for Arnhold LLC 1,757,254 $104M 10.47% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,647,151 $97.1M 0.19% +613,680 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 1,561,243 $92.1M 0.02% +424,915 13F-HR Timeline Group MOON CAPITAL MANAGEMENT LP in group MOON CAPITAL MANAGEMENT LP More: the full row for MOON CAPITAL MANAGEMENT LP 1,559,604 $92M 72.85% 0 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,548,242 $91.3M 2.39% +183,798 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,543,211 $91M 0.3% +582,760 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,525,994 $90M 0.45% +228,394 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,447,400 $85.3M 8.27% +51,814 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,418,592 $83.6M 0.21% -170,268 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,374,967 $81.1M 1% +692,113 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,331,582 $78.5M 0.13% +25,390 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,321,657 $77.9M 0.17% +152,297 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,308,919 $77.2M 0.74% -69,268 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,280,828 $75.5M 1.86% -62,214 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,272,287 $75M 8.44% -9,987 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,251,298 $73.8M 0.06% -87,280 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,246,820 $73.5M +38,141 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,232,313 $72.7M 0.86% +395,888 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,205,274 $71.1M 1.18% +451,752 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,197,537 $70.6M 0.2% +386,410 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,164,000 $68.6M 0.88% new 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 1,095,194 $64.6M 1.72% +44,359 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. 1,056,612 $62.3M 0.03% +81,582 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 999,086 $58.9M +931,741 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 980,573 $57.8M 0.23% +212,603 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 971,068 $57.3M 0.13% -15,335 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 967,484 $57M 6.03% +2,769 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 967,089 $57M 1.56% -74,673 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 959,591 $56.6M 0.02% +125,716 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 947,542 $55.9M 2.85% -87,396 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 909,622 $53.6M 2.51% -26,575 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 873,742 $51.5M 9.35% -112,194 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 868,636 $51.2M 0.17% +151,219 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 844,405 $49.8M 0.16% +122,209 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 847,262 $49.3M 0.2% +52,200 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 831,689 $49M 7.62% -66,349 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 814,125 $48M 0.34% +12,484 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 810,658 $47.8M 1.11% +18,413 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 795,879 $46.9M 10.34% -1,312 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 792,277 $46.7M 0.02% +110,517 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 784,240 $46.2M 0.27% +270,790 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 763,878 $45M 0.04% +5,374 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 729,245 $43M 0.01% -488,103 13F-HR/A Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 723,887 $42.7M 0.05% +21,092 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 719,520 $42.4M 7.23% -5,046 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 713,233 $42.1M 2.31% +25,505 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 687,451 $40.5M 7.08% -94,763 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 678,391 $40M 7.15% +672,535 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 678,323 $40M 3.56% -2,141 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 674,939 $39.8M 0.64% +70,944 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 660,000 $38.9M 1.25% -30,000 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 658,932 $38.9M 0.07% -104,600 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 655,533 $38.7M 0.71% +56,671 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 636,888 $37.6M +16,229 Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 666,297 $37.5M 4.45% +34,632 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 631,220 $37.2M 0.6% -17,378 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 630,294 $37.2M 0.02% -20,745 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 627,352 $37M 0.1% +100,790 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 621,735 $36.7M 0.29% +533,821 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 610,426 $36M 20.32% -7,326 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 600,000 $35.4M 7.99% new 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 590,988 $34.8M 0.33% +62,292 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 575,484 $33.9M 0.17% -106,165 13F-HR/A Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 561,983 $33.1M 0.03% +236,392 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 560,628 $33.1M 0.95% +39,354 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 560,530 $33M 0.83% +352,920 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 544,946 $32.1M 0.24% +26,387 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 538,059 $31.7M 5.52% +17,908 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 535,504 $31.6M 0.97% +28,319 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 533,181 $31.4M 5.24% -11,535 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 528,487 $31.2M 0.4% +57,561 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 520,784 $30.7M 17.52% +9,474 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 520,480 $30.7M 14.9% 0 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 517,176 $30.5M 6.55% +430,294 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 511,367 $30.1M 4.53% -4,055 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 509,579 $30M 5.1% +36,527 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 505,711 $29.8M 19.58% -2,880 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 491,046 $29.1M 10.95% -43,733 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 486,700 $28.7M 0.1% 0 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 475,144 $28M 1.48% +208 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 463,034 $27.3M 0.33% +68,501 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 459,691 $27.1M 0.28% -24,831 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 456,953 $26.9M 0.24% +91,653 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 446,020 $26.3M 2.76% -9,847 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 437,788 $25.8M 1.83% -33,776 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 436,020 $25.7M 0.03% +66,314 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 431,943 $25.5M 1.66% +14,289 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 421,536 $24.9M 9.14% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 418,016 $24.6M +20,752 Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 417,432 $24.6M 12.94% -1,925 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 415,093 $24.5M 10.27% +8,099 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 403,191 $23.8M 0.2% +183,063 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 398,706 $23.5M 9.09% -26,651 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 390,757 $23M 0.34% -39,400 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 381,308 $22.5M 3.75% -25,437 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 380,363 $22.3M 0.18% -13,142 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 378,314 $22.3M 3.21% +12,568 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 375,528 $22.1M 0.43% +159,958 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 374,863 $22.1M 5.39% -15,181 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 373,552 $22M 1.97% +121,290 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 371,519 $21.9M 0.89% +29,628 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 369,007 $21.8M 2.65% -1,596 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 367,756 $21.7M 6.42% -27,345 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 366,922 $21.6M 6.94% +129,532 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 364,724 $21.5M 0.24% -8,527 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 360,502 $21.3M 0.4% +826 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 359,662 $21.2M 2.69% -202 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 357,429 $21.1M 0.04% +54,196 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 352,870 $20.8M 1.91% +20,082 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 351,224 $20.7M -938 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 350,144 $20.6M 1.68% -34,404 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 348,318 $20.5M 1.13% +162,720 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 345,209 $20.4M 0.18% +33,416 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 344,316 $20.3M 0.05% +18,417 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 343,079 $20.2M 0.03% -698,610 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 342,333 $20.2M 1.65% -11,170 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 340,342 $20.1M 0.52% +67,388 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 336,356 $19.8M 0.6% -29,901 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 333,642 $19.7M 3.56% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 330,973 $19.5M 0.46% +4,853 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 329,307 $19.4M 4.52% +27,721 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 327,833 $19.3M +25,045 Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 324,507 $19.1M 0.22% +233,936 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 318,950 $18.8M 0.03% -40,397 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 317,681 $18.7M 2.32% +60 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 316,716 $18.7M 0.11% +162,279 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 314,305 $18.5M 6.07% -3,275 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. 313,614 $18.5M 0.18% -29,708 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 309,992 $18.3M 0.06% +6,385 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 309,798 $18.3M 1.68% -98,285 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 306,133 $18M 0.32% +10,405 13F-HR Timeline Group Sterling Financial Planning, Inc. 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