BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 28,294,059 $2.49B 0.18% -1,976,457 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 23,258,601 $2.05B 0.12% -1,637,142 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 17,100,168 $1.51B +7,649,104 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 14,708,899 $1.3B 0.07% -7,705,759 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13,187,635 $1.16B 0.23% +50,680 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 10,179,920 $897M 0.24% -3,562,366 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 9,534,270 $841M -11,491,181 Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,623,425 $760M 0.01% +1,433,631 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 8,865,334 $753M 0.05% -2,979,297 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,119,652 $628M 0.4% -81,661 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 6,995,965 $619M 0.14% -271,854 13F-HR/A Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 6,921,771 $610M 5.29% -167,477 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,449,886 $569M 0.35% -146,104 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 5,513,280 $486M 0.15% -135,210 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,404,160 $476M 1.24% -116,118 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 5,840,787 $474M 0.15% -510,938 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,284,401 $466M 0.06% +744,729 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,217,656 $460M 0.62% -686,425 13F-HR Timeline Group HRTG GPE, LLC More: the full row for HRTG GPE, LLC 4,508,493 $397M 50.89% +1,344,833 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 3,822,912 $337M 0.06% -77,649 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,617,414 $319M 1.16% -90,736 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. 3,614,120 $319M 0.21% -2,994,795 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,293,500 $290M 2.54% +3,049,000 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,290,890 $290M 0.31% -99,915 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 3,206,296 $283M 0.39% -331,930 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,158,609 $278M 0.39% -123,607 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 2,700,347 $238M 0.32% 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,655,650 $226M 2.09% +70,000 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,416,160 $213M 0.37% +5,305 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,225,073 $196M 0.18% -207,215 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,072,841 $183M 9.76% -54,180 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,969,602 $174M 0.31% -29,636 13F-HR Timeline Group Permanens Capital L.P. More: the full row for Permanens Capital L.P. 1,885,466 $166M 21.41% +763,004 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,844,642 $163M 0.02% +1,494 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,785,793 $157M 0.23% -296,463 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,771,218 $156M 0.68% +46,093 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 1,757,254 $155M 11.38% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,702,312 $150M 6.93% -48,941 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 1,690,480 $149M 0.03% -513,881 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,642,015 $145M +169,913 Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,635,839 $144M 2.14% -118,414 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 1,575,158 $139M 0.4% -36,664 13F-HR Timeline Group Pennsylvania State University More: the full row for Pennsylvania State University 1,574,099 $139M 72.54% -157,233 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 1,569,661 $138M 5.33% +42,385 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,566,989 $138M 3% -21,255 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 $137M 83.01% 0 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 1,490,283 $131M 10.13% +36,818 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 1,389,406 $122M 0.14% -60,229 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,373,536 $121M 0.13% -946,033 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,348,186 $119M 0.19% -27,070 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 1,346,256 $119M 1.32% +112,690 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,296,017 $114M 0.08% -812,590 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. 1,295,573 $114M 0.07% +34,076 13F-HR Timeline Group CRCM LP More: the full row for CRCM LP 1,249,870 $111M 78.68% +530,148 13F-HR Timeline EMORY UNIVERSITY More: the full row for EMORY UNIVERSITY 1,184,463 $104M 39.05% -6 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,161,576 $102M 11.77% +55,141 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 1,132,631 $99.9M 0.08% -30,347 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 1,131,583 $99.8M 0.28% -975,089 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,136,357 $99.7M +1,440 Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 1,115,023 $98.3M -67,198 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,029,567 $90.8M 0.61% -71,182 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1,017,800 $89.7M 0.29% +531,100 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,011,766 $89.2M 0.78% -175,798 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 997,905 $88M 0.03% -43,525 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 971,659 $85.7M 3.56% +45,208 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 960,561 $84.7M 0.22% -52,681 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 924,593 $81.5M 1.6% -92,617 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 918,801 $81M 6.85% -264,360 13F-HR Timeline Tanglewood Wealth Management, Inc. More: the full row for Tanglewood Wealth Management, Inc. 917,288 $80.9M 6.7% -124,713 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 881,427 $77.7M 0.03% +878,829 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 874,505 $77.1M 0.19% -493,893 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 843,846 $74.4M 0.73% -514,687 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 843,005 $74.3M 0.15% -201,308 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 821,163 $72.4M 0.05% +30,355 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 819,093 $72.2M 1.03% 0 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 807,580 $71.2M 6.12% -9,802 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 793,515 $70M +16,810 Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 766,371 $67.6M 0.18% -1,187,742 13F-HR Timeline Group VCU Investment Management Co More: the full row for VCU Investment Management Co 761,798 $67.2M 100% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 759,979 $67M 0.71% -166,002 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 751,879 $66.3M 0.38% +4,172 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 740,591 $65.3M 1.04% -10,214 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 740,409 $65.3M +335,548 Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 730,031 $64.4M 0.2% -66,357 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 728,291 $64.2M 0.35% -221,638 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 727,251 $64.1M 0.23% -450,450 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 714,596 $63M 0.29% -98,014 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 682,470 $60.2M 0.09% -96,687 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 680,458 $60M 5.1% -121,966 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 671,733 $59.2M 4.37% -890 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 671,507 $59.2M 1.9% -105,042 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 666,445 $58.8M 1.8% -57,542 13F-HR/A Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 663,906 $58.5M -43,721 Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 662,025 $58.4M 8.16% -1,196 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 641,037 $58.1M 2.23% -113,730 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 656,355 $57.9M 0.71% +22,503 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 639,925 $56.4M 0.29% -92,678 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 625,626 $55.2M 0.68% -192,696 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 625,200 $55.1M 9.43% -63,053 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 647,978 $55.1M 0.03% +237,610 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 624,498 $55M 0.03% -21,904 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 620,632 $54.7M 0.86% -5,087 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/ 605,145 $53.3M 0.05% -30,971 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 600,263 $52.9M +183,466 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 595,990 $52.5M 0.39% -53,164 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. 589,772 $52M 0.15% -239,594 13F-HR/A Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 585,046 $51.6M 6.82% +14,301 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 584,437 $51.5M 0.4% -968,472 13F-HR Timeline Group Intellus Advisors LLC More: the full row for Intellus Advisors LLC 576,422 $50.8M 6.94% -10,174 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 566,853 $50M 1.04% -5,486 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 534,548 $47.1M 6.85% +1,330 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 530,161 $46.7M 0.13% +122,708 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 528,842 $46.6M 20.37% -31,828 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 521,612 $46M 8.57% -5,089 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 690,721 $45.2M 0.29% -47,865 13F-HR Timeline Group Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 527,920 $44.8M 0.05% +66,700 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 483,758 $42.6M 5.84% +14,344 13F-HR Timeline Eurizon Asset Management Hungary Ltd. More: the full row for Eurizon Asset Management Hungary Ltd. 482,015 $42.5M 45.63% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 470,409 $41.5M 0.47% -50,680 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 464,273 $40.9M 5.51% +2,820 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 463,742 $40.9M 1.41% -9,678 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 457,097 $40.9M 0.12% +18,002 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 458,291 $40.4M 0.68% +40,715 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 455,470 $40.2M 0.21% +147,746 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 432,527 $38.1M 17.03% -401,879 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 430,216 $37.9M 10.91% -2,202 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 429,338 $37.9M 0.02% +29,209 13F-HR Timeline Group WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 428,603 $37.8M 7.44% -16,617 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 417,219 $36.8M 2.04% +1,191 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 395,791 $34.9M 0.64% -183,614 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 395,430 $34.9M 13.93% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 393,940 $34.7M 2.63% +316,940 13F-HR Timeline MacKay Shields LLC More: the full row for MacKay Shields LLC 390,150 $34.4M 1.26% -84,850 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 600,475 $34.1M 0.08% +141,084 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 386,861 $34.1M 3.23% +3,076 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 386,566 $34.1M 4.89% -214,669 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 384,343 $34.1M 11.94% -37,828 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 373,645 $32.9M 13.56% -13,238 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 372,589 $32.8M 0.04% -20,338 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 371,707 $32.8M 0.1% -22,059 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 356,815 $31.5M 0.06% +61,250 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 604,035 $31.4M 0.04% -75,827 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 353,230 $31.1M 0.34% -2,181,499 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 353,069 $31.1M 2.21% -62,305 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 347,773 $30.7M 1.24% +5,875 13F-HR Timeline Group Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 345,594 $30.5M 5.36% -3,645 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 343,318 $30.3M 0.41% -103,710 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 342,473 $30.2M 0.55% -67,893 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 341,183 $30.1M 0.26% -22,327 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 341,055 $30.1M 5.46% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 336,119 $29.6M 0.42% +47,488 13F-HR Timeline Mader & Shannon Wealth Management, Inc. More: the full row for Mader & Shannon Wealth Management, Inc. 332,931 $29.4M 13.58% -72,434 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 332,208 $29.3M 6.95% -46,500 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 328,928 $29M 0.63% -13,594 13F-HR/A Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 328,795 $29M 1.8% -5,406 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 324,729 $28.6M -12,381 Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 324,542 $28.6M 0.34% new 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 324,168 $28.6M 3.59% +8,964 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 323,995 $28.6M 4.14% -37,755 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 323,632 $28.5M 1.17% +18,508 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 318,108 $28M 7.77% -116,501 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 316,911 $27.9M 1.92% -41,520 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 316,375 $27.9M 0.09% -4,601 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 315,598 $27.8M 0.32% +3,589 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 315,082 $27.8M 0.22% -39,441 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 306,341 $27M 0.41% +11,130 13F-HR Timeline Group Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 303,426 $26.7M 1.64% +4,986 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 298,181 $26.7M 0.25% +126,606 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 302,605 $26.7M 0.58% +5,853 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 301,595 $26.6M 3.36% -80,603 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 301,112 $26.5M 2.5% -258 13F-HR Timeline Sowa Financial Group, Inc. More: the full row for Sowa Financial Group, Inc. 296,941 $26.2M 12.97% -99,576 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 294,813 $26M 1.89% +1,011 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 280,748 $25.2M 0.43% -9,815 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 284,994 $25.1M 2.82% -54,352 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 283,283 $25M 1.77% +5,155 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 279,622 $24.7M 0.12% +108,723 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 279,400 $24.6M 7.3% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 278,308 $24.5M 3.26% -5,975 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 277,084 $24.4M 0.58% -19,199 13F-HR Timeline Parker Investment Management, LLC More: the full row for Parker Investment Management, LLC 275,111 $24.3M 3.69% -376,239 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 273,835 $24.1M 0.3% -12,743 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 273,272 $24.1M 6.63% -23,890 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 272,064 $24M 2.7% -2,436 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 268,896 $23.7M 1.59% -69,443 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 259,921 $22.9M 1.15% -37,664 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 259,905 $22.9M 0.09% +4,405 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 256,644 $22.6M 0.29% -13,492 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 254,300 $22.4M 0.97% -243,222 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 254,287 $22.4M 0.32% +74,163 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 253,669 $22.4M 1.41% -8,499 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 248,381 $21.9M 0.25% -41,391 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 248,159 $21.9M 2.17% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 247,820 $21.8M 1.15% -17,835 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 247,393 $21.8M 4.25% -26,671 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 246,209 $21.7M 0.3% -1,443 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 244,880 $21.6M 0.03% -178,209 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 242,185 $21.4M -10,331 Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 241,110 $21.3M 1.02% -36,461 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 240,917 $21.2M 0.44% +37,630 13F-HR Timeline