BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,306,787 $170M <0.01% +414,315 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,086,339 $159M +214,945 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,000,191 $155M 1.14% -3,110 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,811,136 $145M 0.01% +197,379 13F-HR/A Timeline Group Allianz Investment Management U.S. LLC in group Allianz SE More: the full row for Allianz Investment Management U.S. LLC 1,622,000 $83.6M 3.12% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,481,688 $76.4M 0.16% -22,793 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,088,476 $56.1M -256,407 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 943,568 $48.6M 0.01% +111,298 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 927,000 $47.8M 1.05% new 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 910,591 $46.9M 0.01% new 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 853,630 $44M 0.01% -90,770 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 755,235 $38.9M 0.68% +32,865 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 740,149 $38.1M 0.01% -41,438 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 704,075 $36.3M 0.03% -19,481 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 615,151 $31.7M <0.01% +40,510 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 563,733 $29.1M 0.01% -7,240 13F-HR Timeline Group 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 550,587 $28.4M 0.01% -198,878 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 509,865 $26.1M 0.34% +7,668 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 469,065 $24.2M 0.89% -58,251,947 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 460,559 $23.7M 2.8% +17,231 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 449,154 $23.1M 0.29% +33,823 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 440,010 $22.7M 3.08% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 409,548 $20.9M 0.03% +47,337 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 394,444 $20.3M <0.01% +106,602 13F-HR/A Timeline Group NYL Investors LLC More: the full row for NYL Investors LLC 389,186 $20.1M 6.59% +2,690 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 371,138 $19.1M <0.01% -10,208 13F-HR Timeline Group MA Private Wealth More: the full row for MA Private Wealth 362,197 $18.7M 3.14% +7,792 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 349,813 $18M 0.03% -1,200 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 311,714 $16.1M 0.02% +4,304 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 297,113 $15.3M 0.55% +94,895 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 296,712 $15.3M 0.02% +11,866 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 278,039 $14.3M <0.01% -2,065 13F-HR Timeline Group Betterment LLC More: the full row for Betterment LLC 232,707 $12M 0.02% -34,784 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 231,128 $11.9M 0.81% -24,133 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 229,624 $11.8M 0.03% +4,314 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 222,529 $11.5M 1.72% +3,720 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 205,767 $10.6M 0.01% +9,557 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 204,845 $10.6M 0.09% +73,625 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 200,362 $10.3M 3.72% +5,460 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 160,517 $8.27M 0.05% +381 13F-HR/A Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 159,501 $8.22M 0.07% new 13F-HR Timeline Group RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 154,866 $7.98M 0.46% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 148,196 $7.64M 0.28% -8,133 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 145,684 $7.51M 4.04% +20,669 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 144,229 $7.43M 0.03% -10,065 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 143,509 $7.4M 1.5% -51,528 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 142,261 $7.33M 4.8% +339 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 123,332 $6.36M 0.02% +6,073 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 106,875 $5.51M 0.11% +5,182 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 105,155 $5.42M 0.02% +70,857 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 100,982 $5.2M 0.02% +5,939 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 98,988 $5.1M 0.19% +39,432 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 97,260 $5.01M 3.74% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 96,833 $4.99M 0.01% +4,642 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 90,832 $4.68M 0.29% +13,960 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 89,522 $4.61M 0.85% +5,704 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 78,144 $4.03M 0.01% +53,495 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 74,048 $3.82M 1.67% -871 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 65,770 $3.39M 0.29% -58,049 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 61,610 $3.17M 0.57% +14,645 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 57,954 $2.99M 0.07% +30,426 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 57,841 $2.98M 0.2% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 55,114 $2.84M 0.02% +5,372 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 54,342 $2.8M 0.03% -9,359 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 52,086 $2.68M <0.01% -228 13F-HR Timeline Group CROBAN More: the full row for CROBAN 51,660 $2.66M 1.77% +17,537 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 50,838 $2.62M 0.23% +2,557 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 49,648 $2.56M 0.11% +131 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 45,118 $2.33M 1.26% +6,154 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,023 $2.22M 0.01% +2,935 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 39,460 $2.03M 0.1% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,906 $2.01M <0.01% +11,896 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 39,064 $1.99M 0.34% +30,889 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 33,855 $1.75M 0.17% +3,419 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. 32,798 $1.69M <0.01% -240 13F-HR Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 31,755 $1.64M 0.23% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 29,276 $1.52M 0.13% +9,105 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,147 $1.44M <0.01% +10,519 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 27,953 $1.44M <0.01% -77,837 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 27,951 $1.44M 1.01% +9 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 26,673 $1.37M <0.01% -2,077 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 26,376 $1.36M <0.01% +3,747 13F-HR Timeline Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 25,629 $1.31M 0.01% +11,097 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 25,384 $1.31M 0.09% +532 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 24,985 $1.29M 0.07% +7,031 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 24,671 $1.27M <0.01% +320 13F-HR Timeline Group Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 24,382 $1.26M 0.74% -216 13F-HR Timeline Israel Discount Bank of New York More: the full row for Israel Discount Bank of New York 21,971 $1.13M 3.35% -6,543 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 21,861 $1.13M 0.24% -1,287 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 21,179 $1.09M <0.01% +8,019 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 21,157 $1.09M 1.17% -489 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,963 $1.03M 0.02% +574 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,452 $1M 0.02% +3,185 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 19,304 $995K 0.11% -810 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 18,568 $957K <0.01% -1,933 13F-HR Timeline Group Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 18,234 $940K 0.22% -306 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 18,089 $932K 0.16% new 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 18,035 $930K <0.01% +10,228 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 17,552 $905K 0.01% -868 13F-HR Timeline Group MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 16,796 $866K 0.16% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 16,637 $857K 0.44% -1,278 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,966 $823K 0.01% +1,939 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 15,429 $795K <0.01% +1,397 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 15,167 $782K <0.01% +5,725 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 14,275 $736K 0.12% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 14,165 $730K 0.04% +4,711 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 13,989 $719K 0.22% -1,511 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,552 $647K <0.01% -146 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 12,065 $622K 0.03% -20,040 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 11,917 $614K 0.35% +1,171 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 11,808 $609K 0.13% -6,790 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 11,220 $578K 0.06% -105,995 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,839 $559K 0.01% -330 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 9,806 $505K 0.03% +30 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 9,668 $498K <0.01% +2,335 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8,195 $422K 0.08% -20 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 7,862 $405K 0.08% -272 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,844 $404K <0.01% +250 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,755 $400K 0.03% 0 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 7,420 $382K 0.12% +2,500 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 7,236 $373K <0.01% -10,346 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 7,219 $372K 0.2% -3,217 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 7,130 $367K 0.1% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,060 $364K <0.01% +197 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,868 $354K <0.01% -161 13F-HR/A Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 6,637 $342K 0.01% -55 13F-HR Timeline Sage Advisory Services, Ltd.Co. More: the full row for Sage Advisory Services, Ltd.Co. 6,532 $337K 0.18% -1,185 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 6,434 $335K 0.22% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,166 $318K <0.01% +245 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,817 $298K 0.02% +1,693 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 5,780 $298K 0.06% -1,170 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5,748 $296K 0.07% +73 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,697 $294K 0.01% +486 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,618 $290K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,515 $284K 0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,418 $279K <0.01% -591 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,103 $263K 0.01% +62 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,008 $258K 0.01% +63 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 4,907 $253K 0.13% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,801 $247K 0.01% +133 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,771 $246K 0.05% -22 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,604 $237K 0.17% -180 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 4,536 $234K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,530 $233K <0.01% -467 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,434 $229K 0.14% -123 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,387 $226K 0.05% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 4,271 $223K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,261 $220K 0.01% -50 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,001 $206K 0.02% new 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 3,940 $203K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,811 $196K <0.01% +64 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,771 $194K 0.12% +51 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 3,594 $185K 0.13% +49 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,588 $185K <0.01% +500 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 3,472 $179K 0.06% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 3,419 $176K 0.08% -123,469 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,083 $159K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,896 $97.7K <0.01% -241 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 22,276 $96.8K 0.01% new 13F-HR/A Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,148 $59.1K 0.06% +770 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 947 $48.8K 0.01% +12 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 761 $39.2K 0.01% +51 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 710 $36.6K 0.01% +44 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 700 $36.6K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 617 $31.8K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 532 $27.4K <0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 505 $26K <0.01% -418 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 503 $25.9K <0.01% +72 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 498 $25.7K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 453 $23.3K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 439 $22.6K <0.01% -25 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 414 $21.4K <0.01% +411 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 400 $20.6K <0.01% -1 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 398 $20.5K <0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 366 $18.9K <0.01% +237 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 355 $18.3K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. 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