ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 15,596,695 $2.26B 4.61% +166,009 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/ 4,639,212 $672M 0.05% +117,605 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,067,407 $445M 0.03% +87,462 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,279,226 $330M 0.08% +56,737 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,734,695 $251M -66,355 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,336,897 $194M 1.44% +75,129 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,271,201 $184M 0.05% -32,357 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. 1,160,993 $168M 0.1% -62,669 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,083,447 $157M 0.04% +10,239 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,004,572 $146M 0.03% -129 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 835,188 $121M 0.13% -2,592 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 789,955 $115M 0.04% +70,985 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 737,261 $107M 11.66% -39,685 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 733,157 $106M 0.9% -27,463 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 727,459 $105M 0.02% +56,722 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 694,008 $101M 0.15% +478,442 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 592,624 $84.5M 0.01% -4,865 13F-HR/A Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 546,743 $79.3M 0.44% -19,047 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 484,201 $70.2M 0.12% +10,429 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 434,386 $63M 4.35% +102,517 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 385,854 $55.9M 0.14% -12,144 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 385,197 $55.8M +31,550 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 383,484 $55.6M 0.09% +24,222 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 368,740 $55M 10.46% +19,438 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 373,096 $54.1M 2.41% +3,621 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 367,428 $53.3M 4.36% +3,754 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 365,764 $53M 0.05% +13,642 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 342,048 $49.6M 0.05% +23,428 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 315,383 $45.7M 4.36% +62,118 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 292,019 $42.3M 0.06% -49,395 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 290,904 $42.2M 0.61% -6,036 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 260,748 $38.4M 0.05% +245,296 13F-HR Timeline Group BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 220,541 $32M 10.68% -10,412 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 214,276 $31.1M 3.02% +20,222 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 216,700 $30.9M 1.12% -3,812 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 211,847 $30.7M 6.01% -8,633 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 206,175 $29.9M 12.6% +5,077 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 201,924 $29.3M 16.73% +18,665 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 197,725 $28.7M 3.75% +459 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 188,930 $27.4M 18.33% -1,155 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 183,332 $26.6M 0.14% +166,266 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 183,109 $26.5M 2% +21,204 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 176,325 $25.6M 6.71% +1,513 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 176,079 $25.5M 1.05% +7,112 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 174,183 $25.2M 13.61% +5,611 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 166,297 $24.1M +1,302 Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 158,616 $23M 3.05% -17,249 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 158,587 $23M 0.11% +231 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 156,391 $22.7M 3.04% +10,276 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 143,077 $22.2M 2.16% +4,327 13F-HR Timeline Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 151,239 $21.9M 10.86% +490 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 149,182 $21.6M 11.4% +4,407 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 148,688 $21.5M 0.61% -42,985 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 146,723 $21.3M 5.05% -16,517 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 142,839 $20.7M 0.32% +4,551 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 139,351 $20.2M 6.31% +34,070 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 136,710 $19.8M 1.73% -3,073 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 130,063 $18.9M 0.53% +6,188 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 125,966 $18.3M 0.08% +700 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 122,075 $17.7M 3.73% +1,580 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 121,428 $17.6M 0.31% +2,916 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 119,478 $17.3M 0.1% +3,671 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 117,715 $17.1M 7.97% +17,640 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 113,403 $16.4M 0.12% +1,504 13F-HR Timeline Retirement Management Systems Inc. More: the full row for Retirement Management Systems Inc. 113,341 $16.4M 3.96% -1,488 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 111,627 $16.2M 0.02% +1,073 13F-HR Timeline Group Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 111,415 $16.1M 0.3% +18,950 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 103,341 $15M 0.01% +1,223 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 102,245 $14.8M 0.02% +74,051 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 100,874 $14.6M 6.91% +5,144 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 97,914 $14.2M 0.07% +2,465 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 97,653 $14.2M 0.09% -21 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 94,163 $13.6M 0.04% -16,235 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 91,350 $13.2M 0.01% +5,116 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 92,199 $13.2M 0.01% +13,566 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 90,359 $13.1M 0.16% +5,781 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 88,554 $12.8M 0.07% +2,133 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 88,083 $12.8M 0.5% -1,278 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 83,927 $12.2M 2.19% +681 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 80,939 $11.7M 0.46% new 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 80,095 $11.6M 8.59% -1,108 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 79,569 $11.5M 1.56% -2,208 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 77,670 $11.3M 0.02% -5,844 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 75,505 $10.9M 0.03% +433 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 74,772 $10.8M 0.13% +1,258 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 74,609 $10.8M 4.59% +24,790 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 72,513 $10.5M 7.25% +15,297 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 72,062 $10.4M <0.01% -2,573 13F-HR Timeline Group Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 71,365 $10.3M 2.17% -28,804 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 71,058 $10.3M 3.35% +8,842 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 70,828 $10.3M 1.14% -356 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 69,186 $10M 0.02% +4,872 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 68,376 $9.91M 0.65% +7,376 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 67,028 $9.72M 1.11% -6,682 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 61,122 $8.86M 0.02% +15,332 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 60,364 $8.75M 3.06% +5,151 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 58,413 $8.47M 5.89% -14 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 55,723 $8.08M 5.36% +4,764 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 52,172 $7.56M 0.04% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 50,684 $7.56M 0.46% -1,489 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 50,680 $7.35M +49,249 Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 49,905 $7.23M 2.7% +4,477 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 49,571 $7.19M 0.22% +18,206 13F-HR/A Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 47,733 $6.92M 2.9% +1,230 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 44,376 $6.43M 3.26% +1,189 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 44,086 $6.39M 4.09% +7,921 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 43,486 $6.3M 0.46% -10,639 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 42,848 $6.21M 1.88% +3,012 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 42,690 $6.19M 2.33% -149 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 42,409 $6.15M 3.22% -22,392 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 41,850 $6.07M 0.01% -2,102 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 40,827 $5.92M 0.35% -310 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 40,306 $5.84M 2.42% +221 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 40,127 $5.82M 5.2% -436 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 39,948 $5.79M 0.06% -347 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 38,627 $5.6M 0.27% +1,182 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 37,099 $5.38M 4.93% +122 13F-HR/A Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 37,087 $5.38M 2.67% -660 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 36,654 $5.31M 0.04% +204 13F-HR Timeline Group 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. 36,281 $5.26M 0.71% -445 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 35,737 $5.18M 0.06% +32,181 13F-HR Timeline Group Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 35,403 $5.13M 2.51% +8,323 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 34,891 $5.06M 3.56% -1,014 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 34,290 $4.97M 0.61% -2,130 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 34,214 $4.96M 0.71% -4,843 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 33,969 $4.92M 0.11% -3,449 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 32,431 $4.88M -375 Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 33,493 $4.85M 0.04% -1,641 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 33,197 $4.81M 2.81% +1,940 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 33,095 $4.8M 0.27% -1,015 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 32,176 $4.66M 0.09% -5,953 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 32,025 $4.64M 0.11% +29,359 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 31,630 $4.58M +26,829 Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 31,374 $4.55M 0.13% +50 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 31,168 $4.52M 4.65% +1,779 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 31,051 $4.5M <0.01% +5,034 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 30,151 $4.37M 1.63% -871 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 29,893 $4.33M 0.26% -5,573 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 29,772 $4.32M 0.45% 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 29,612 $4.29M 1.28% +5,164 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 29,606 $4.29M 3.16% -33 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,145 $4.22M 0.05% -684 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 28,572 $4.14M 1.75% -420 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 28,372 $4.11M 2.64% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 28,091 $4.07M 0.43% -75 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 28,051 $4.07M 0.28% -34 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 27,965 $4.05M 0.09% +4,222 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 27,956 $4.05M 1.41% -1,072 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 27,474 $3.98M 0.28% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 27,180 $3.94M 0.06% +18,360 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 26,999 $3.91M 0.02% +747 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 26,770 $3.88M 1.15% +1,285 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 26,535 $3.85M 0.06% +20,238 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 26,490 $3.84M 0.83% +228 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,865 $3.75M <0.01% +1 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,529 $3.75M 0.02% -2,665 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 25,136 $3.64M 0.26% +155 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,829 $3.6M 0.02% -424 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 24,803 $3.6M 0.02% +79 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,635 $3.57M 0.02% +81 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 24,556 $3.56M 1.47% 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 24,439 $3.54M 0.75% +718 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 24,240 $3.51M +672 Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 24,151 $3.5M 1.43% +2,007 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 23,857 $3.46M 1.19% +55 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 23,730 $3.44M 0.24% +20,696 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 23,293 $3.38M 2.96% +7,552 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 22,159 $3.21M 0.48% +998 13F-HR/A Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 21,816 $3.16M 0.84% -496 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 21,484 $3.11M 1.16% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 21,459 $3.11M 0.03% -13,224 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 20,998 $3.04M 0.13% +31 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 20,982 $3.04M <0.01% +1,466 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 20,275 $2.94M 0.03% -385 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 20,188 $2.93M 1.44% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 19,812 $2.87M 0.06% +3,670 13F-HR/A Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 19,602 $2.84M 0.41% -543 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 19,485 $2.82M 0.68% +3,278 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 19,187 $2.78M 1.2% -643 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 19,080 $2.77M 0.09% +1,580 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,025 $2.76M <0.01% +7,728 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 18,991 $2.75M 0.1% -2,344 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 18,984 $2.75M 0.01% -16,966 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,903 $2.74M 0.75% +114 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,664 $2.71M 0.03% +92 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 18,483 $2.68M -571 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,464 $2.68M 0.05% +297 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 18,394 $2.67M 1.73% +310 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 18,200 $2.64M +2,754 Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,656 $2.56M 0.01% +73 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,255 $2.5M <0.01% new 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 16,346 $2.37M 0.12% +815 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 16,560 $2.34M 0.11% 0 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 16,004 $2.32M 0.81% +547 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 15,981 $2.32M 0.85% -68 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 15,513 $2.25M 0.02% +52 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 15,499 $2.25M 0.22% -2,276 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,473 $2.24M 0.1% +7 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 15,196 $2.2M 0.08% +14 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 15,187 $2.2M 0.06% +641 13F-HR Timeline