ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,182,180 $1.99B 4.7% +377,584 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/ 4,384,642 $575M 0.05% +319,194 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,059,983 $401M 0.03% +170,805 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,743,113 $229M 0.06% +42,570 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,690,061 $222M 0.05% +6,514 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,319,738 $173M 0.05% -67,140 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. 1,223,802 $161M 0.1% -32,777 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,099,774 $142M 0.25% +932,588 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 978,647 $128M 0.04% +1,699 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 957,879 $126M 0.03% +247,084 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 881,650 $116M 0.14% +169,080 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 855,215 $112M 0.04% +193,776 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 704,352 $92.4M 0.02% +30,937 13F-HR/A Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 639,168 $83.9M 0.94% +50,431 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 615,210 $80.7M 0.55% -816 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 600,060 $78.7M 12.23% -84,349 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 510,051 $66.9M <0.01% +333,098 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 473,602 $62.1M 0.14% -14,935 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 459,429 $60.3M 0.17% +20,726 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 411,955 $54M 0.16% +18,766 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 363,074 $47.6M 4.18% +9,665 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 337,496 $44.3M +18,330 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 324,804 $42.6M 0.06% +5,927 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 319,531 $41.9M 0.04% -5,986 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 316,435 $41.5M 9.55% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 314,034 $41.3M 4.01% +24,807 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 283,770 $37.2M 0.66% +1,332 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 236,708 $31.1M 6.74% -1,368 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 225,025 $29.5M 3.14% +90,468 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 207,899 $27.3M 0.05% +34,991 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 207,742 $27.3M 2.4% +2,015 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 203,743 $26.7M 0.28% +595 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 203,281 $26.7M 10.44% -639 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 199,187 $26.1M 4.14% -169 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 197,592 $25.9M 3.49% +9,677 13F-HR Timeline Group Zeit Capital LLC More: the full row for Zeit Capital LLC 191,343 $25.1M 17.94% +1,043 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 177,487 $23.3M 0.13% -10,389 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 169,686 $22.3M 6.17% -975 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 168,124 $22.1M 10.99% +2,627 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 167,823 $22M 3.27% -2,031 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 166,209 $21.8M +40,257 Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 163,716 $21.6M 0.97% +4,625 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 163,407 $21.4M 2.03% -9,249 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 157,026 $20.6M 0.15% -2,794 13F-HR/A Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 147,240 $19.3M 12.97% +122,413 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 145,427 $19.1M 0.48% +916 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 141,057 $18.5M 4.97% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 136,252 $17.9M 1.78% +36,219 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 135,528 $17.8M 0.61% +10,792 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 132,914 $17.4M 0.1% -20,352 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 132,478 $17.4M 11.99% -15,105 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 125,180 $16.5M 0.08% -388 13F-HR/A Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 125,779 $16.5M 3.87% +229 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 120,420 $15.9M 8.94% +3,149 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 117,739 $15.4M 1.5% +19,546 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 114,850 $15.1M 0.69% +31,399 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 114,168 $15M 3.5% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 111,079 $14.6M 0.16% +1,150 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 110,609 $14.5M 0.08% +3,529 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 108,895 $14.3M 0.1% +1,536 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 107,168 $14.1M 2.29% +4,547 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 105,688 $13.9M 0.32% -15,969 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 103,368 $13.6M 0.01% -206 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 102,959 $13.5M 4.63% +10 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 102,710 $13.5M 0.02% +703 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 100,858 $13.2M 3.22% +14,779 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 100,663 $13.2M 0.3% -1,012 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 89,617 $11.8M 0.09% -5,112 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 88,890 $11.7M 0.16% +6,515 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 87,658 $11.6M 6.61% +19,831 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 87,981 $11.5M 1.51% +42,535 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 86,568 $11.2M 3.83% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 84,837 $11.1M 0.02% +22,693 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 83,305 $10.9M 0.03% -3,465 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 83,244 $10.9M 1.39% +4,334 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 82,292 $10.8M 2.83% -2,199 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 81,797 $10.7M 1.75% -990 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 78,059 $10.4M 0.02% +3,357 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 75,450 $9.9M 0.12% +151 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 72,738 $9.54M 4.95% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 69,930 $9.17M 1.11% +1,085 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 69,474 $9.11M 5.57% +23,975 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 64,206 $8.43M 0.01% +24,638 13F-HR Timeline Group Pachira Investments Inc. More: the full row for Pachira Investments Inc. 63,753 $8.36M 6.32% +3,799 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 61,794 $8.11M 0.05% +6,096 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 61,764 $8.1M 2.85% -3,934 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 60,986 $8M 0.02% -13,763 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 58,964 $7.78M 2.44% -50,321 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 56,509 $7.41M 0.01% -5,890 13F-HR Timeline Group PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 56,249 $7.38M 0.54% -101 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 55,956 $7.34M 1.27% +8,844 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 54,038 $7.09M 0.66% -2,765 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 53,401 $7.01M 5.42% 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 53,127 $6.97M 4.4% +626 13F-HR/A Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 55,664 $6.93M 4.27% +13,865 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 52,803 $6.93M <0.01% +46 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 52,294 $6.86M 0.51% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 51,615 $6.77M 0.5% +11,479 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 48,936 $6.42M 0.02% -258 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 48,616 $6.38M 0.7% +704 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 47,224 $6.2M 0.85% -16,928 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 47,019 $6.17M 5.43% +1,457 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 46,919 $6.16M 3.46% -48 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 46,357 $6.08M 0.01% -521 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 43,725 $5.74M 2.95% +732 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,225 $5.41M 0.01% +8,763 13F-HR Timeline Group Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 40,883 $5.36M 4% +10,016 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,621 $5.33M 0.06% +6,338 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 39,452 $5.2M 1.29% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 38,572 $5.06M 0.15% +198 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 38,008 $4.99M 0.86% -585 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 37,775 $4.96M 4.76% +18,522 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 36,915 $4.93M 0.12% +487 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 36,923 $4.84M 0.22% -210 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 36,450 $4.78M 0.03% +600 13F-HR/A Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35,024 $4.6M 0.33% -2,230 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,000 $4.59M 0.01% +18,073 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 34,790 $4.56M 0.29% +255 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 34,671 $4.55M 0.93% +8,608 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 34,611 $4.54M 0.27% +810 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 34,595 $4.54M 3.52% +11 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 34,219 $4.49M 1.92% +4,534 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 33,198 $4.36M 4% -2,113 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 33,050 $4.34M +16,558 Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 32,212 $4.23M 1.64% -665 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 30,217 $3.97M 0.02% +16,683 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 29,788 $3.91M 1.69% +1,044 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,747 $3.9M 0.08% +207 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 29,540 $3.88M 0.18% -279 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 28,786 $3.78M 0.26% -2,276 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 27,979 $3.67M 1.35% +9 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 27,832 $3.65M 0.03% +874 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27,454 $3.6M 0.51% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 26,824 $3.52M 0.04% -310 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 26,263 $3.45M 0.37% +781 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 25,621 $3.36M 0.13% -1,007 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 25,505 $3.35M 1.03% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 25,044 $3.29M <0.01% -124,390 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 24,857 $3.26M 1.26% +149 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,852 $3.26M 0.02% -875 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 24,710 $3.24M 0.26% -247 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 24,084 $3.16M 2.66% +7,721 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 23,869 $3.13M 2.32% +982 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 23,640 $3.1M 0.03% 0 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 22,965 $3.01M 4.14% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 22,567 $2.96M 0.87% +4,399 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 22,442 $2.94M 0.8% -121 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 22,301 $2.93M 1.38% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,664 $2.84M <0.01% +55 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 21,551 $2.83M 0.01% +4,840 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 21,257 $2.79M -470 Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 21,202 $2.78M 1.36% +2,542 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 21,193 $2.78M 0.29% -4,605 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 20,961 $2.75M 1% +5,074 13F-HR/A Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 20,941 $2.75M 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,564 $2.7M 0.01% +445 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 20,155 $2.64M 1.23% +34 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 20,077 $2.63M <0.01% +2,458 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,887 $2.48M 0.72% -35 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 18,629 $2.44M 0.08% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 18,451 $2.42M 1.8% -256 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,307 $2.41M 0.03% +73 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,335 $2.41M 0.01% -4 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,244 $2.26M 0.09% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 16,556 $2.17M 0.06% +10,835 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,476 $2.16M 0.05% 0 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,250 $2.13M 0.02% +6,352 13F-HR/A Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 16,206 $2.13M 0.11% -505 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 15,656 $2.07M 0.08% +1,880 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,479 $2.03M 0.1% 0 13F-HR/A Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 15,359 $2.02M 0.88% -969 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 15,247 $2M 1.12% -169 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,162 $1.99M 0.83% +5,040 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14,978 $1.96M 0.8% -733 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 14,841 $1.95M 0.72% +776 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 14,668 $1.92M 0.02% +3,131 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,636 $1.92M 0.06% -1,017 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,827 $1.81M 1.43% +275 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 13,449 $1.79M 0.64% -1,303 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,609 $1.79M 0.07% +112 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 13,410 $1.76M 0.54% -284 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,058 $1.71M 0.16% -4,064 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 13,000 $1.71M 0.16% +1,098 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,551 $1.65M <0.01% +519 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 12,549 $1.65M 0.02% +2,473 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,519 $1.64M 0.03% +7,063 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 12,446 $1.64M 0.86% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,223 $1.6M 0.06% +8,070 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,167 $1.6M 0.01% +570 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,919 $1.56M 0.01% +753 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,828 $1.55M 0.01% -487 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 11,647 $1.53M 0.68% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 11,375 $1.49M 0.77% 0 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 11,206 $1.48M 0.41% +632 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,182 $1.47M 0.04% 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11,139 $1.46M 0.01% -246 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 11,062 $1.45M 0.36% 0 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,853 $1.42M <0.01% +84 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,700 $1.4M 0.02% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 10,415 $1.37M 0.07% -5,128 13F-HR Timeline Group