BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 30,343,364 $1.89B 0.15% -995,278 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 25,423,723 $1.59B 0.09% -696,887 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,501,143 $1.47B 0.1% -282,273 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 15,762,197 $983M 0.61% -2,177,892 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 15,021,070 $937M -4,217,853 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,679,915 $791M 0.17% +54,864 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 10,919,614 $681M 0.05% +4,398,605 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,900,901 $680M 0.23% -281,941 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 8,586,566 $535M 0.11% -373,776 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 7,032,527 $439M 0.14% -716,176 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,616,480 $413M 0.1% +148,881 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 6,571,130 $410M 4.13% +521,530 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,029,717 $376M 1.13% -7,265,956 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,490,435 $342M 0.5% +692,844 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,347,213 $333M 0.11% -48,480 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,331,201 $332M 0.01% +338,931 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,108,818 $319M 0.22% +4,546,835 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,007,341 $312M 0.23% +288,905 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,087,979 $255M 0.04% +496,247 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,847,359 $240M 0.32% -2,232 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,672,817 $229M 0.04% +172,120 13F-HR/A Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,623,080 $226M 0.84% +202,866 13F-HR Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,494,106 $218M 0.28% +3,339,000 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,433,629 $214M 0.27% -112,405 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,059,854 $191M 0.34% -204,586 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,552,621 $159M 0.28% -99,153 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,413,902 $151M 0.34% -20,730 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,432,369 $149M 6.88% +1,403,121 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,354,148 $147M 0.14% +3,109 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,218,582 $138M 8.63% -73,253 13F-HR Timeline Pureheart Capital Pte Ltd. More: the full row for Pureheart Capital Pte Ltd. 2,142,000 $134M 22.07% -533,000 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,884,888 $118M 0.02% +1,155,643 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,883,544 $117M 5.85% -409,374 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,875,385 $117M 0.21% +553,728 13F-HR/A Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,852,147 $115M 1.76% -149,763 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,775,650 $111M 0.93% +611,650 13F-HR Timeline Group Arnhold LLC More: the full row for Arnhold LLC 1,757,254 $110M 9.99% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,686,108 $105M 0.31% -158,779 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,616,855 $101M +617,769 Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,567,786 $97.8M 2.45% +19,544 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 $97.3M 73.96% 0 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,555,296 $97M 4.79% -513,240 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,553,050 $96.8M 0.28% +9,839 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,465,571 $91.4M 0.15% -181,580 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,449,880 $90.4M 0.45% -76,114 13F-HR/A 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 1,442,830 $90M 0.02% -118,413 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,408,714 $88.3M 0.19% -9,878 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,368,429 $85.3M 0.12% +36,847 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,349,165 $84.1M 0.15% -490,856 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,329,143 $82.9M 4.09% +1,318,237 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,244,416 $77.6M -2,404 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,230,136 $76.7M 0.66% -78,783 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,221,726 $76.2M 0.06% -29,572 13F-HR/A Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,178,602 $73.5M 1.7% -102,226 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,167,641 $72.8M 6.66% -279,759 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,155,471 $72.1M 7.1% -116,816 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,154,291 $72M 1.7% +59,097 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,131,829 $70.6M 1.2% -73,445 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,129,678 $70.4M 0.78% -102,635 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,129,299 $70.4M 0.05% +72,687 13F-HR Timeline Group 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,089,365 $67.9M 0.12% +430,433 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,077,896 $67.2M 0.02% +118,305 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,067,022 $66.5M 0.17% -130,515 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,058,060 $66M 1.14% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,037,216 $64.7M 0.23% +56,643 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,013,335 $63.2M 0.58% -361,632 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 991,700 $61.8M 8.66% +160,011 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 974,903 $60.8M 0.03% +182,626 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 602,270 $59.9M 0.08% +259,191 13F-HR/A Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 946,228 $59M 6.45% -21,256 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 924,226 $58.2M 2.72% -23,316 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 931,595 $58.1M 1.39% -35,494 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 919,938 $57.4M 2.53% +10,316 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 917,093 $57.2M 0.17% +48,457 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 909,546 $56.7M 7.73% +35,804 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 880,573 $54.9M 0.12% -90,495 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 864,900 $53.9M 0.85% +209,367 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 854,826 $53.1M 1.17% +294,198 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 815,118 $50.8M 1.13% +4,460 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 812,576 $50.7M 0.31% -1,549 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 800,008 $49.9M 0.26% +15,768 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 764,144 $47.7M 0.04% +266 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 742,316 $46.3M 4.42% +76,019 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 732,123 $45.7M 2.06% +18,890 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. 721,382 $45M 0.16% -125,880 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 717,165 $44.7M 0.03% +86,871 13F-HR Timeline Group National Philanthropic Trust More: the full row for National Philanthropic Trust 702,133 $43.8M 0.59% +27,194 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 702,089 $43.8M 7.4% -17,431 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 685,552 $42.8M 8.62% -110,327 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 676,720 $42.2M 0.1% +49,368 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 671,755 $41.9M 3.36% -6,568 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 668,502 $41.7M 0.18% +93,018 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 668,222 $41.7M 6.21% -19,229 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 644,035 $40.2M 13.01% +222,499 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 635,955 $39.7M 0.62% +4,735 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 632,981 $39.5M 0.33% +41,993 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 631,194 $39.4M -5,694 Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 630,243 $39.3M 0.04% -93,644 13F-HR/A Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 627,414 $39.1M 0.1% -216,991 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 608,173 $37.9M 0.23% -13,562 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 590,679 $36.8M 18.85% -19,747 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 589,730 $36.8M 0.79% +29,200 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 555,000 $34.6M 1.11% -105,000 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 550,542 $34.3M 0.98% +15,038 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 545,373 $34M 5.38% +35,794 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 544,710 $34M 5.35% +6,651 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 541,954 $33.8M +123,938 Timeline MAI Capital Management More: the full row for MAI Capital Management 529,102 $33M 0.23% -15,844 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 527,334 $32.9M 5.07% -5,847 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 522,685 $32.6M 5.41% +5,509 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 520,439 $32.5M 0.25% +63,486 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 505,641 $31.5M 0.37% -22,846 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 486,700 $30.4M 0.1% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 484,363 $30.2M 0.44% +473,673 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 482,099 $29.7M 4.26% -29,268 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 473,763 $29.5M 1.36% -1,381 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 455,804 $28.6M 7.45% -35,242 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 438,429 $27.3M 1.64% +6,486 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 435,495 $27.2M 2.62% -10,525 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 433,127 $27M 0.2% +87,918 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 432,168 $26.9M 0.24% -27,523 13F-HR Timeline Group VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 426,436 $26.6M 9.31% +11,343 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 422,930 $26.4M 12.38% -97,550 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 420,306 $26.2M 5.97% +45,443 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 413,772 $26M 0.04% +56,343 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 401,181 $25M 15.62% -104,530 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 400,907 $25M 11.59% -16,525 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 399,009 $24.9M 13.55% -121,775 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 392,635 $24.5M 0.29% +136,201 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 382,228 $23.8M 1.14% +317,913 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. 379,683 $23.7M 0.21% +66,069 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 378,844 $23.6M 3.87% +45,202 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 376,563 $23.5M 3.09% -1,751 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 371,971 $23.4M 9.67% -26,735 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 375,226 $23.4M 1.63% -62,562 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 372,940 $23.3M 2.6% +3,933 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 370,986 $23.1M 0.05% +26,670 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 367,033 $23.1M 0.17% -13,330 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 361,432 $22.5M 6.05% -6,324 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 361,300 $22.5M 3.44% -20,008 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 359,245 $22.4M 7.34% -7,677 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 357,680 $22.3M 2.65% -1,982 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 355,627 $22.2M 0.03% -80,393 13F-HR Timeline Group Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 355,397 $22.2M 1.36% +51,708 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 355,094 $22.1M 0.23% -9,630 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 353,713 $22.1M 0.82% -17,806 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 350,876 $21.9M 0.24% +119,379 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 348,484 $21.7M -2,740 Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 347,422 $21.7M 0.37% -13,080 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 344,512 $21.5M 0.45% +13,539 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 341,605 $21.3M 0.12% +24,889 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 341,290 $21.3M 4.57% +11,983 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 340,284 $21.2M 1.52% -2,049 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 339,266 $21.2M 0.04% +20,316 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 333,247 $20.8M 1.66% -19,623 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 331,454 $20.7M 0.48% -8,888 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 331,279 $20.7M +3,446 Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 324,580 $20.2M 0.28% -66,177 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 322,102 $20.1M 1.33% -28,042 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 321,686 $20.1M 4.24% +23,512 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 318,197 $19.8M 2.18% +516 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 315,146 $19.7M 0.32% +9,013 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 309,964 $19.3M 5.74% -4,341 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 306,824 $19.1M 0.5% +4,474 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 306,636 $19.1M 0.19% -17,871 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 305,491 $19.1M 1.51% -4,307 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 297,890 $18.7M 0.5% -38,466 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 300,016 $18.7M 0.06% +12,144 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 298,243 $18.6M 1.26% -5,177 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 298,223 $18.6M 0.25% +42,066 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 297,907 $18.6M 5.9% -1,350 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 293,064 $18.3M 0.07% -3,342 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 292,677 $18.3M 1.89% -1,149 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 291,351 $18.2M 0.05% -18,641 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 288,908 $18M 0.09% +31,112 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 287,906 $18M 0.24% -9,077 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 285,538 $17.8M 0.02% +257,422 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 283,983 $17.7M 0.3% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 283,060 $17.7M 0.14% -120,131 13F-HR Timeline Group CRCM LP More: the full row for CRCM LP 280,240 $17.5M 5.19% +274,275 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 279,688 $17.4M 5.83% -24,339 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 279,466 $17.4M 1.03% -57 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 276,608 $17.2M 0.32% +227,484 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 276,479 $17.2M 2.43% +60 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 274,775 $17.1M 0.39% -4,983 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 271,511 $16.9M 2.63% -2,248 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 268,020 $16.7M 9.29% +15,350 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 264,063 $16.5M 6.92% +467 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 262,049 $16.3M 2.03% +75,914 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 259,911 $16.2M 0.42% -3,354 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 259,194 $16.2M 0.57% +22,063 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 257,746 $16.1M +21,612 Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 255,613 $15.9M 1.02% +2,709 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 255,262 $15.9M 3.56% +13,100 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 252,446 $15.7M 3.14% -10,647 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 250,569 $15.6M 4.17% -18,051 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 248,675 $15.5M 0.85% +19,904 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 245,980 $15.3M 0.74% -102,338 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 245,641 $15.3M 0.08% +22,338 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 243,074 $15.2M 6.21% -19,755 13F-HR Timeline