MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,442,892 $41M <0.01% -1,475,532 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/ 4,777,122 $36M <0.01% +254,855 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,648,791 $35.1M 0.01% +245,746 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 4,399,194 $33.2M 0.01% +84,221 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 4,071,964 $30.7M 0.01% +248,042 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,881,952 $21.7M <0.01% +1,751,478 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,574,651 $19.4M <0.01% -576,795 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,279,903 $17.2M <0.01% +26,908 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,907,472 $14.4M 0.11% +10,646 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,536,912 $11.6M 0.02% +325,573 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,221,702 $9.21M 0.01% -13,962 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,214,016 $9.15M 0.01% +23,710 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 1,194,265 $9M 0.01% +168,645 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,107,112 $8.35M 0.02% -8,808 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 985,860 $7.43M 0.87% -16,732 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 982,812 $7.41M 0.15% +20,859 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 911,404 $6.87M 5.9% -14,620 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 888,223 $6.7M 0.01% +100,313 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 829,423 $6.25M +76,881 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 803,340 $6.06M 0.01% +70,033 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 794,989 $5.99M <0.01% +36,996 13F-HR/A Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 785,251 $5.92M 0.01% 0 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 669,557 $5.05M 0.08% -148,540 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 539,130 $4.07M 0.17% +2,188 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 526,494 $3.97M 1.12% +10,817 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 488,314 $3.89M 0.09% -47,818 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 489,684 $3.69M 0.04% -12,540 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 454,737 $3.46M 0.01% +200 13F-HR Timeline Group PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 440,000 $3.32M 11.03% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 437,603 $3.3M <0.01% -42,546 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 431,675 $3.25M 0.01% +8,000 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 400,398 $3.02M <0.01% -37,234 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 350,571 $2.69M 0.01% -3,027 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 351,622 $2.65M 0.01% +24,701 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 338,977 $2.56M 0.01% +2,160 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 329,854 $2.49M 0.01% -16,995 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 326,333 $2.46M 0.08% -47,575 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 314,614 $2.37M 0.01% -25,834 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 310,476 $2.34M <0.01% -8,429 13F-HR Timeline Group IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 292,047 $2.2M 0.21% -752 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 289,477 $2.18M 0.17% -10,523 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 269,938 $2.04M 0.03% -44,792 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 252,239 $1.9M 0.4% -6,576 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 240,022 $1.81M 0.01% -6,598 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 219,469 $1.65M 0.37% -54,555 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 218,363 $1.65M 0.06% -3,981 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 216,026 $1.63M <0.01% -21,830 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 206,694 $1.56M 0.02% +109,824 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 202,659 $1.53M 0.01% +473 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 198,972 $1.5M 0.03% +2,107 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 194,179 $1.46M 0.98% +21,194 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 179,290 $1.35M 0.01% -10,337 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 168,733 $1.35M 0.53% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 161,712 $1.22M <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 158,854 $1.2M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 155,624 $1.17M <0.01% +8,889 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 153,900 $1.16M 0.26% -4,345 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 139,034 $1.05M <0.01% -11,204 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 137,282 $1.04M 0.02% +13,831 13F-HR Timeline Group CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 137,079 $1.03M 0.03% +6,551 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 115,387 $870K 0.03% +4,033 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 112,170 $846K 0.43% +25,286 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 109,229 $824K 0.01% -453 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 105,673 $797K 0.28% -13,258 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 104,883 $791K 0.07% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 98,708 $780K 0.01% +350 13F-HR Timeline Group Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 100,564 $758K 0.33% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 99,111 $753K 0.02% -2,723 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 99,927 $753K 0.01% -396 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 99,353 $749K <0.01% new 13F-HR Timeline Group MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 97,015 $731K 0.42% -93 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 93,553 $711K 0.14% +3,047 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 92,933 $701K 0.02% -740 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 92,101 $700K 0.04% +14,576 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 90,392 $682K 0.01% new 13F-HR Timeline Group Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 88,000 $664K 0.39% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 86,571 $653K 0.12% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 86,099 $649K <0.01% +72,088 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 85,582 $644K <0.01% -212 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 84,083 $634K 0.02% +401 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 83,600 $630K 0.13% +13,600 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 82,462 $622K 0.01% +15,041 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 79,969 $603K 0.02% -8,300 13F-HR Timeline Group Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 77,701 $586K 0.12% -7,653 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 75,329 $568K 0.05% -476 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 74,508 $562K <0.01% +24,938 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 71,079 $536K 0.03% +4,843 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 70,922 $535K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 70,860 $534K <0.01% +60,980 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 68,970 $520K 0.03% +34,485 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 67,725 $511K 0.01% +94 13F-HR Timeline Group INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 67,250 $507K 0.21% +4,000 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 66,984 $505K 0.11% -764 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 66,075 $498K 0.27% new 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 65,572 $494K 0.07% 0 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 65,219 $492K 0.46% 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 65,015 $490K 0.13% -3,314 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 61,444 $463K 0.05% +3,000 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 60,965 $463K 0.01% -14,648 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 59,402 $448K <0.01% +24,386 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 56,984 $444K 0.03% +62 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 56,090 $423K 0.15% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 55,269 $417K 0.12% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 53,452 $403K <0.01% -2,379 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 53,244 $401K 0.01% +9,979 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 49,025 $389K 0.17% 0 13F-HR Timeline Onyx Financial Advisors, LLC More: the full row for Onyx Financial Advisors, LLC 50,149 $378K 0.16% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 50,009 $377K <0.01% -2,200 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 51,889 $376K 0.02% -1,041 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 49,799 $375K 0.16% +17 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 49,680 $375K <0.01% -15 13F-HR Timeline Group Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 48,023 $362K 0.15% +2,537 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 47,450 $358K <0.01% +13,600 13F-HR Timeline Group NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 46,721 $352K 0.04% -253 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 45,844 $346K 0.01% +13,698 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44,644 $337K <0.01% +3,756 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 44,465 $335K 0.08% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 43,899 $331K 0.08% +1,706 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 43,356 $327K 0.2% -9,613 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 42,211 $318K 0.01% 0 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 41,561 $313K 0.16% -3,500 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 38,221 $307K <0.01% +9,162 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 39,283 $296K 0.01% -12,360 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 39,045 $294K 0.02% -318 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 38,097 $287K 0.01% new 13F-HR Timeline Group LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 37,890 $286K 0.04% -405 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 37,687 $284K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 37,578 $283K 0.01% +13,116 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 36,773 $281K 0.02% +2,656 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 37,182 $280K 0.01% +5,790 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 35,255 $266K 0.01% +850 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 35,000 $264K 0.01% -7,500 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 34,277 $258K <0.01% +4,713 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $258K 0.11% 0 13F-HR Timeline Amount filed as zero, left out of ratios. D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 33,069 $249K <0.01% -3,725 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 32,979 $249K <0.01% new 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 32,203 $243K 0.25% -651 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 32,062 $242K 0.04% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 32,014 $241K <0.01% -1,382 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 31,148 $235K 0.02% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 30,719 $232K 0.1% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 30,081 $229K 0.01% -2,174 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 29,949 $226K <0.01% +54 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 27,930 $223K 0.02% -177 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 28,466 $222K <0.01% +6,766 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29,367 $221K 0.03% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 29,081 $219K <0.01% -2,674 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 28,882 $218K <0.01% +10,455 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 28,400 $218K <0.01% +2,565 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 28,785 $217K 0.02% -705 13F-HR Timeline Group Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 28,578 $215K 0.13% +2,581 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 28,150 $212K 0.03% +425 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 27,144 $205K 0.08% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 27,062 $204K 0.03% +340 13F-HR Timeline Mueller Wealth, LLC More: the full row for Mueller Wealth, LLC 26,657 $201K 0.16% +7,470 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 26,153 $199K <0.01% -313 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 25,340 $191K <0.01% -5,838 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 24,921 $188K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 24,906 $188K 0.01% -492 13F-HR Timeline Closed-End Fund Advisors, Inc. More: the full row for Closed-End Fund Advisors, Inc. 24,785 $187K 0.19% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 24,627 $186K 0.11% +62 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 24,475 $185K 0.01% +4,000 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 24,474 $185K 0.04% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 24,344 $184K 0.01% +165 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 24,017 $181K 0.03% +909 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 23,967 $181K 0.01% new 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 23,742 $181K <0.01% -3,882 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 23,718 $179K 0.04% +253 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 23,531 $177K 0.11% -858 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 23,291 $176K <0.01% -1,580 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 23,107 $174K <0.01% +214 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 22,999 $173K 0.01% +31 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 22,572 $170K 0.06% +70 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 22,500 $170K 0.08% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 22,373 $169K <0.01% +3,506 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 22,242 $168K 0.03% +66 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 21,629 $163K 0.01% +2,638 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 21,521 $162K <0.01% +7,500 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 20,874 $157K 0.05% -1,874 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 20,306 $153K 0.1% -2,690 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 20,216 $152K 0.01% -2 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 20,222 $152K 0.02% 0 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 20,000 $151K 0.09% +7,000 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 19,949 $150K <0.01% -32,862 13F-HR Timeline Group Vines Capital Management, LLC More: the full row for Vines Capital Management, LLC 19,913 $150K 0.15% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 19,879 $150K 0.04% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,955 $143K <0.01% +1,315 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 18,952 $143K <0.01% 0 13F-HR Timeline Waterfront Wealth Inc. 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