BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 30,270,516 $2.46B 0.18% -528,988 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 24,895,743 $2.02B 0.12% +59,272 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 22,414,658 $1.82B 0.09% +424,770 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 21,025,451 $1.71B -1,202,406 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 13,742,286 $1.12B 0.3% +203,528 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13,136,955 $1.07B 0.21% +260,541 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 11,844,631 $961M 0.06% -1,320,600 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 9,451,064 $767M +303,009 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,267,819 $590M 0.13% +660,463 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,201,313 $585M 0.4% +1,893,594 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,189,794 $584M 0.01% +1,496,131 13F-HR Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 7,089,248 $575M 5.09% -41,295 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 6,608,915 $536M 0.32% -2,395,679 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,595,990 $535M 0.34% +1,019,135 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 6,351,725 $516M 0.16% -463,616 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,904,081 $479M 0.64% +89,891 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,648,490 $458M 0.14% +22,010 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,520,278 $448M 1.21% -350,792 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,539,672 $368M 0.05% +228,193 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,900,561 $317M 0.06% -628,342 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,708,150 $301M 1.08% +47,951 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,538,226 $287M 0.38% +21,175 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,390,805 $275M 0.3% -118,974 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,282,216 $266M 0.39% +153,179 13F-HR Timeline Group HRTG GPE, LLC More: the full row for HRTG GPE, LLC 3,163,660 $257M 32.71% 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 2,735,976 $222M 0.38% +84,544 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,585,650 $210M 1.76% +680,000 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,534,729 $206M 2.35% +2,008,288 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,432,288 $197M 0.18% +19,538 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,410,855 $196M 0.37% +11,014 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,319,569 $188M 0.21% +57,391 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 2,204,361 $179M 0.03% +245,598 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,127,021 $173M 12.12% -139,617 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,108,607 $171M 0.12% +1,190,618 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,106,672 $171M 0.42% +98,324 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,082,256 $169M 0.25% +40,422 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,999,238 $162M 0.29% +320,712 13F-HR/A Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,954,113 $159M 0.43% +57,372 13F-HR Timeline Group Silver Point Capital L.P. in group Silver Point Capital L.P. More: the full row for Silver Point Capital L.P. 1,945,000 $158M 7.11% +610,000 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,843,148 $150M 0.02% +249,517 13F-HR/A Timeline Group Packer & Co Ltd More: the full row for Packer & Co Ltd 1,830,100 $149M 39.55% -320,000 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 1,757,254 $143M 10.82% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,754,253 $142M 2.08% -63,839 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,751,253 $142M 6.35% -128,046 13F-HR Timeline Pennsylvania State University More: the full row for Pennsylvania State University 1,731,332 $141M 72.84% 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,725,125 $140M 0.6% +32,137 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 1,611,822 $131M 0.35% -78,767 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,588,244 $129M 2.76% +63,182 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 $127M 78.76% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,552,909 $126M 1.07% -38,073 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,527,276 $124M 4.86% -27,595 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,472,102 $119M -93,088 Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,453,465 $118M 9.04% +701,697 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,449,635 $118M 0.14% +20,540 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,375,256 $112M 0.17% -13,120 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,368,398 $111M 0.25% -2,405 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,358,533 $110M 1.08% -3,885 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,261,497 $102M 0.06% +48,826 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 1,233,566 $100M 1.29% +46,934 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,187,564 $96.4M 0.95% -14,885 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 1,184,469 $96.1M 61.22% +103,520 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,183,161 $96M 7.78% +5,743 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,182,221 $96M -61,503 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,177,701 $95.6M 0.35% +8,162 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,162,978 $94.4M 0.07% -42,700 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,134,917 $92.1M +523,959 Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 1,122,462 $91.1M 11.88% +232,207 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,106,435 $89.8M 10.35% +58,122 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,100,749 $89.3M 0.62% -87,439 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,044,313 $84.8M 0.17% +319,159 13F-HR Timeline Group Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 1,042,001 $84.6M 7.75% -112,958 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,041,430 $84.5M 0.03% +34,693 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,017,210 $82.6M 1.62% -61,475 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,013,242 $82.2M 0.22% +12,463 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 949,929 $77.1M 0.42% +61,728 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 926,451 $75.2M 3.07% +3,003 13F-HR/A Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 925,981 $75.2M 0.74% +111,221 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 834,406 $67.7M 20% +196,475 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. 829,366 $67.3M 0.19% +97,852 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 819,093 $66.5M 1.02% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 818,322 $66.4M 0.87% +2,536 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 817,382 $66.3M 5.71% +5,783 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 812,610 $66M 0.2% +122,227 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 802,424 $65.1M 5.73% -109,755 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 796,388 $64.6M 0.24% +515,975 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 790,808 $64.2M 0.05% -150 13F-HR Timeline Group Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 754,767 $63.9M 2.57% -77,489 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 779,157 $63.3M 0.1% +60,788 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 776,705 $63M +29,817 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 776,549 $63M 1.12% -74,332 13F-HR/A Timeline VCU Investment Management Co More: the full row for VCU Investment Management Co 761,798 $61.8M 72.64% 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 750,805 $60.9M 1% -122,435 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 747,707 $60.7M 0.35% +160,282 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 738,586 $60M 0.41% +48,753 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 732,603 $59.5M 0.33% +26,429 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 723,987 $58.8M 2.17% -5,343 13F-HR Timeline Group CRCM LP More: the full row for CRCM LP 719,722 $58.4M 19.74% +327,042 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 688,253 $58.2M 9.93% -32,442 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 707,627 $57.4M 0.14% +40,071 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 679,862 $55.2M 0.08% -32,175 13F-HR/A Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 672,623 $54.6M 3.97% +582 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 663,221 $53.8M 7.43% -50,358 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 651,350 $52.9M 7.52% -46,037 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 649,154 $52.7M 0.42% +70,793 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 646,402 $52.5M 0.03% +218,339 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/ 636,116 $51.6M 0.05% +5,477 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 633,852 $51.4M 0.58% +29,147 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 625,719 $50.8M 0.74% +6,224 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 601,235 $48.8M 6.68% +14,156 13F-HR Timeline Intellus Advisors LLC More: the full row for Intellus Advisors LLC 586,596 $47.6M 6.32% -86,368 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 579,405 $47M 0.85% -35,960 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 572,339 $46.5M 1.04% +5,393 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 570,745 $46.3M 6.41% -10,126 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 560,670 $45.5M 41.07% -23,219 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 533,218 $43.3M 5.99% +5,819 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 526,701 $42.8M 6.6% -2,005 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 521,089 $42.3M 0.48% -231 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 518,042 $42M 0.17% +187,176 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 497,522 $40.4M 1.53% +437,653 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 486,700 $39.5M 0.12% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 459,391 $39.1M 0.05% +10,659 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 475,000 $38.6M 1.35% -50,000 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 473,420 $38.4M 1.43% -2,175 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 469,414 $38.1M 5.62% +18,971 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 $37.6M 0.04% 0 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 461,453 $37.4M 4.72% -19,659 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 447,028 $36.3M 0.52% -42,627 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 445,220 $36.1M 7.33% -4,639 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 439,095 $35.6M 0.22% +34,618 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 434,609 $35.3M 9.81% -9,742 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 432,418 $35.1M 9.43% 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 431,597 $35M 10.14% -14,466 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 428,477 $35M 0.06% +85,977 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 428,007 $34.7M 0.21% -8,669 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 422,171 $34.4M 8.08% -33,615 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 423,089 $34.3M 0.04% -6,333 13F-HR Timeline Group Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 417,576 $33.9M 0.54% +21,336 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 416,797 $33.8M -31,700 Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 416,028 $33.8M 1.81% -32,490 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 415,374 $33.7M 2.43% -17,151 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 410,368 $33.3M 0.02% +101,779 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 410,366 $33.3M 0.6% +26,302 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 407,453 $33.1M 0.09% +42,102 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 404,861 $32.9M +9,456 Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 400,129 $32.5M 0.01% -665,519 13F-HR Timeline Group Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 396,517 $32.2M 16.76% -10,093 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 395,430 $32.1M 14.3% -27,500 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 393,766 $32M 0.09% +207,420 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 392,927 $31.9M 0.04% +304,744 13F-HR Timeline Group JB Capital LLC More: the full row for JB Capital LLC 392,517 $31.9M 1.3% -27,664 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 386,883 $31.4M 13.11% -5,231 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 383,785 $31.2M 3.03% +2,769 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 382,198 $31M 3.74% -1,213 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 378,708 $30.7M 7.29% +12,624 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 378,538 $30.7M 1.29% -5,598 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 363,510 $29.5M 0.22% +107,790 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 405,365 $29.5M 14.46% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 361,750 $29.4M 4.18% -3,815 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 358,431 $29.1M 1.98% -56,339 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 354,523 $28.8M 0.34% +19,754 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 349,239 $28.3M 5.3% +1,726 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 347,935 $28.2M 0.58% +61,597 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 342,522 $27.8M 0.49% -610 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 341,898 $27.8M 1.05% +10,503 13F-HR Timeline Group JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 339,346 $27.5M 3.01% -275 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 338,339 $27.5M 1.89% +891 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 337,110 $27.4M -12,889 Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 334,201 $27.1M 1.65% -2,640 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 331,438 $26.9M 7.88% -32,724 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 324,901 $26.4M 0.9% -14,017 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 320,976 $26.1M 0.08% +8,879 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 320,709 $26M 0.84% +125,132 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 315,204 $25.6M 3.28% +493 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 312,009 $25.3M 0.31% +2,798 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 307,724 $25M 0.18% +14,030 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 305,124 $24.8M 1.03% +17,953 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 303,238 $24.6M 0.6% -25,321 13F-HR Timeline Group LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 301,370 $24.5M 2.27% +5,890 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 300,690 $24.4M 4.61% -24,027 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 298,440 $24.2M 1.58% -1,616 13F-HR Timeline BCWM, LLC More: the full row for BCWM, LLC 298,176 $24.2M 7.25% -1,231 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 297,585 $24.2M 1.2% -2,038 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 297,162 $24.1M 6.36% -5,990 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 296,752 $24.1M 0.57% -14,822 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 296,283 $24M 0.59% +9,807 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 295,565 $24M 0.04% -2,958 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 295,211 $24M 0.37% -17,445 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 293,802 $23.8M 1.53% -1,399 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 290,563 $23.6M 0.43% +76,260 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 289,772 $23.5M 0.27% -10,341 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 288,631 $23.4M 0.41% -96,684 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 286,578 $23.3M 0.29% -17,513 13F-HR Timeline Group Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 284,283 $23.1M 2.93% -831 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 279,400 $22.7M 6.56% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 278,128 $22.6M 1.69% -1,487 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 277,571 $22.5M 1.12% +12,465 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 274,500 $22.3M 2.5% +3,994 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 274,064 $22.2M 4.23% +3,359 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 264,264 $22.1M 0.49% -27,385 13F-HR Timeline Verger Capital Management LLC More: the full row for Verger Capital Management LLC 270,798 $22M 6.51% +13,105 13F-HR Timeline