BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 30,799,504 $2.24B 0.17% +456,140 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 24,836,471 $1.81B 0.11% +1,335,328 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 22,227,857 $1.62B +7,206,787 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 21,989,888 $1.6B 0.08% -3,433,835 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 13,538,758 $985M 0.29% +2,637,857 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 13,165,231 $958M 0.06% +2,245,617 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,876,414 $937M 0.19% +196,499 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 9,148,055 $666M 0.13% +561,489 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. 9,004,594 $655M 0.38% -6,757,603 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 7,130,543 $519M 4.81% +559,413 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,815,341 $496M 0.16% -217,186 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,607,356 $482M 0.11% -9,124 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,871,070 $427M 1.18% -158,647 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,814,190 $423M 0.57% +323,755 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 5,693,663 $414M 0.01% +362,462 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,626,480 $409M 0.13% +279,267 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,576,855 $406M 0.27% +569,514 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,307,719 $386M 0.27% +198,901 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,528,903 $330M 0.06% +856,086 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,311,479 $314M 0.04% +223,500 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,660,199 $266M 0.94% +37,119 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,517,051 $256M 0.33% -330,308 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,509,779 $255M 0.29% +76,150 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 3,451,986 $251M 0.3% -42,120 13F-HR Timeline Group HRTG GPE, LLC More: the full row for HRTG GPE, LLC 3,163,660 $230M 24.54% new 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,129,037 $228M 0.37% +69,183 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 2,651,432 $193M 0.33% +98,811 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,412,750 $176M 0.16% +58,602 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,399,841 $175M 0.36% -14,061 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,266,638 $165M 11.33% +48,056 13F-HR/A Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,262,178 $165M 0.19% +796,607 13F-HR Timeline Packer & Co Ltd More: the full row for Packer & Co Ltd 2,150,100 $156M 43.24% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,008,348 $146M 0.39% +455,298 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 1,958,763 $143M 0.03% +515,933 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,896,741 $138M 0.42% +859,525 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,041,834 $138M 0.19% +166,449 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,905,650 $138M 1.33% +130,000 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,879,299 $137M 6.29% -4,245 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,818,092 $132M 1.93% -34,055 13F-HR Timeline Group Arnhold LLC More: the full row for Arnhold LLC 1,757,254 $128M 10.7% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,692,988 $123M 0.54% +243,108 13F-HR/A Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 1,690,589 $123M 0.34% +4,481 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,678,526 $122M 0.24% +269,812 13F-HR Timeline Group MIZUHO FINANCIAL GROUP INC group of 2 filers holding More: the full row for MIZUHO FINANCIAL GROUP INC 1,660,000 $121M +1,657,770 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,593,631 $116M 0.02% -291,257 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,590,982 $116M 0.9% +577,647 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,565,190 $114M -51,665 Timeline MOON CAPITAL MANAGEMENT LP in group MOON CAPITAL MANAGEMENT LP More: the full row for MOON CAPITAL MANAGEMENT LP 1,559,604 $113M 83.5% 0 13F-HR/A Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,554,871 $113M 4.81% -425 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,525,062 $111M 2.6% -42,724 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,429,095 $104M 0.13% +60,666 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,388,376 $101M 0.16% +39,211 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,370,803 $99.8M 0.24% +303,781 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,362,418 $99.1M 1.02% +232,740 13F-HR Timeline Silver Point Capital L.P. in group Silver Point Capital L.P. More: the full row for Silver Point Capital L.P. 1,335,000 $97.1M 5.04% new 13F-HR Timeline Group D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 1,308,896 $95.2M 0.08% new 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,243,724 $90.5M -692 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,212,671 $88.2M 0.05% +83,372 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,205,678 $87.7M 0.06% -16,048 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,202,449 $87.5M 1.17% +70,620 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,188,188 $86.5M 0.63% -41,948 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,186,632 $86.4M 1.83% +32,341 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,177,418 $85.7M 7.12% +9,777 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,169,539 $85.1M 0.39% +369,531 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,154,959 $84M 7.81% -512 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 1,080,949 $78.7M 50.09% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,078,685 $78.5M 1.64% -99,917 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,065,648 $77.5M 0.03% +90,745 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,048,313 $76.3M 9.69% +56,613 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,043,630 $75.9M 0.13% -45,735 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,006,737 $73.3M 0.02% -71,159 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,000,779 $72.8M 0.2% +83,686 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 923,448 $67.2M 2.83% +3,510 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 917,989 $66.8M 0.05% +632,451 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 912,179 $66.4M 6.17% -34,049 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 890,255 $64.8M 9.66% -19,291 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 888,201 $64.6M 0.37% +75,625 13F-HR/A Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 873,240 $63.5M 1.17% +18,414 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 850,881 $61.9M 1.31% -80,714 13F-HR Timeline Pureheart Capital Pte Ltd. More: the full row for Pureheart Capital Pte Ltd. 840,000 $61.1M 13.67% -1,302,000 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 832,256 $60.6M 2.62% -91,970 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 819,093 $59.6M 1.16% +3,975 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 815,786 $59.4M 0.86% -49,114 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 814,760 $59.3M 0.66% +112,627 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 811,599 $59.1M 5.3% +69,283 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 790,958 $57.6M 0.04% +26,814 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 751,768 $54.7M 5.48% -577,375 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 746,888 $54.4M +115,694 Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 731,514 $53.2M 0.17% +10,132 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 729,330 $53.1M 2.1% -2,793 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 725,154 $52.8M 0.11% +48,434 13F-HR Timeline Group GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 720,695 $52.4M 9.77% +35,143 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 718,369 $52.3M 0.09% -162,204 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 713,579 $51.9M 7.39% +11,490 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 712,037 $51.8M 0.08% +109,767 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 706,174 $51.4M 0.29% +185,735 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 697,387 $50.7M 6.92% +594,506 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 690,383 $50.2M 0.15% +82,210 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 689,833 $50.2M 0.37% +56,852 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 672,964 $49M 6.7% +4,742 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 672,041 $48.9M 3.62% +286 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 667,556 $48.6M 0.12% +40,142 13F-HR Timeline Group LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 637,931 $46.4M 14.15% -6,104 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/ 630,639 $45.9M 0.05% +396 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 628,271 $45.7M 0.18% -40,231 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 610,958 $45.1M +69,004 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 619,495 $45.1M 0.66% -16,460 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 615,365 $44.8M 0.88% +25,635 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 604,705 $44M 0.5% +212,070 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 587,425 $42.7M 0.27% +58,323 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 587,079 $42.7M 6.07% +42,369 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 583,889 $42.5M 39.92% -6,790 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 580,871 $42.3M 6% +35,498 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 578,361 $42.1M 0.39% +227,485 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 566,946 $41.3M 1.07% +16,404 13F-HR/A Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 528,706 $38.5M 5.23% +6,021 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 527,399 $38.4M 5.51% +65 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 526,441 $38.3M 0.66% +430,275 13F-HR Timeline Group MacKay Shields LLC More: the full row for MacKay Shields LLC 525,000 $38.2M 1.3% -30,000 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 521,320 $37.9M 0.43% +15,679 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 489,655 $35.6M 0.54% +142,233 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 486,700 $35.4M 0.11% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 481,112 $35M 4.42% -987 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 475,595 $34.6M 1.41% +1,832 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 448,732 $33.7M 0.05% +34,960 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 455,786 $33.3M 7.44% -18 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 461,220 $33.3M 0.03% +245,140 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 450,443 $32.8M 5.03% +71,599 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 449,859 $32.7M 6.88% +29,553 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 448,518 $32.6M 1.81% +10,089 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 448,497 $32.6M +190,751 Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 446,063 $32.5M 9.27% +86,818 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 444,351 $32.3M 9.81% +17,915 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 436,676 $31.8M 0.23% +153,616 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 432,525 $31.5M 2.64% -2,970 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 429,422 $31.2M 0.04% +73,795 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 433,526 $31.2M 0.45% +372,893 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 428,063 $31.2M 0.02% -289,102 13F-HR Timeline Group VPR Management LLC More: the full row for VPR Management LLC 422,930 $30.8M 13.98% 0 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 422,824 $30.8M 0.25% -9,344 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 422,045 $30.7M 2.12% +169,783 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 420,181 $30.6M 1.32% +174,201 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 414,770 $30.2M 2.07% +39,544 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 406,610 $29.6M 16.6% +5,429 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 404,477 $29.6M 0.19% +37,444 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 405,365 $29.5M 14.46% +6,356 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. 396,240 $28.8M 0.48% +16,557 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 395,405 $28.8M +64,126 Timeline CRCM LP More: the full row for CRCM LP 392,680 $28.6M 8.27% +112,440 13F-HR/A Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 392,114 $28.5M 12.07% -8,793 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 385,315 $28M 0.39% +101,332 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 384,136 $28M 1.21% +28,739 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 384,064 $27.9M 0.57% +52,610 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 383,411 $27.9M 3.44% +6,848 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 381,016 $27.7M 2.69% +8,076 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 366,084 $26.6M 6.55% +4,652 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 365,565 $26.6M 3.83% +4,265 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 365,351 $26.6M 0.07% +74,000 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 364,162 $26.5M 9.16% -7,809 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 349,999 $25.5M +1,515 Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 347,513 $25.3M 4.88% +6,223 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 343,132 $25M 0.5% -1,380 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 342,500 $24.9M 0.05% +259,801 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 339,621 $24.7M 2.7% -18,059 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 338,918 $24.7M 0.87% +95,863 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 337,448 $24.6M 1.78% +4,201 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 337,303 $24.5M 0.04% -1,963 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 336,841 $24.5M 1.53% -3,443 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 334,769 $24.4M 0.22% +28,133 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 331,395 $24.1M 0.89% -22,318 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 330,866 $24.1M 0.09% +37,802 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 328,559 $23.9M 0.58% +68,648 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 324,717 $23.6M 4.57% +3,031 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 300,056 $23.2M 1.63% -5,435 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 318,622 $23.2M 2.43% +425 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 314,711 $22.9M 2.92% +106,560 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 312,656 $22.8M 0.34% -2,490 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 312,114 $22.7M 0.11% +66,473 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 312,097 $22.7M 0.08% +12,081 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 311,574 $22.7M 0.55% +4,750 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 309,211 $22.5M 0.28% +10,988 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 304,091 $22.1M 0.28% -20,489 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 303,152 $22.1M 6% -6,812 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 308,589 $21.9M 0.01% +65,756 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 291,649 $21.9M 0.52% -6,241 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 300,113 $21.8M 0.26% +12,207 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 299,623 $21.8M 1.17% -22,479 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 299,407 $21.8M 6.52% +1,500 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 298,523 $21.7M 0.04% -72,463 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 295,480 $21.5M 2.07% +2,803 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 295,201 $21.5M 1.4% -3,042 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 293,694 $21.4M 0.18% -61,400 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 287,171 $20.9M 0.88% +46,585 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 286,476 $20.8M 0.54% +27,282 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 286,338 $20.8M 0.48% +103,481 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 285,114 $20.7M 2.69% +8,635 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 280,413 $20.4M 0.09% +115,173 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 279,615 $20.3M 1.54% +66,926 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 279,400 $20.3M 6.12% +50,200 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 275,500 $20M 1.88% new 13F-HR Timeline