BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,745,948 $760M 0.07% -782,177 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 16,431,760 $505M 0.04% -9,402 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 10,610,468 $326M 0.08% +356,285 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,135,980 $250M 0.1% -315,713 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,892,159 $181M 0.04% -667 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 5,262,528 $162M -22,454 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,951,369 $152M 0.03% +94,514 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,723,189 $114M 0.19% +95,832 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 3,009,036 $92.5M 5.52% +1,334,829 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,829,013 $86.9M <0.01% +179,493 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,192,452 $67.4M 0.09% -48,885 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,067,604 $63.5M 0.02% -342,341 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,059,144 $63.3M 0.09% +40,599 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,909,455 $58.7M +136,136 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,884,697 $57.9M 1.08% +88,805 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,811,343 $55.7M 0.09% +51,646 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,796,042 $55.4M 0.01% -464,689 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,717,233 $52.8M 0.13% +146,472 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,554,505 $47.8M 0.02% -870 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,553,463 $47.7M 0.14% -2,295 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,439,150 $44.2M +142,005 Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,409,920 $43.3M 3.68% +37,125 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,303,415 $40.1M 8.12% -1,832 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,283,528 $39.4M 0.03% -184,896 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,244,162 $38.2M 0.09% +174,205 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,160,157 $35.7M 0.07% +117,983 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,137,401 $35M 0.32% +52,105 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,100,612 $33.8M 0.79% -61,561 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,051,535 $32.3M 0.06% +30,603 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,023,363 $31.4M 0.2% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 936,572 $28.8M 0.06% +77,810 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 923,274 $28.4M 0.21% +11,694 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 913,951 $28.1M 0.04% -20,788 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 937,242 $27.5M 2.86% +116,069 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 872,840 $26.8M 7.89% +98,368 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 860,671 $26.4M 0.39% -32,773 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 838,860 $25.8M 0.47% +53,882 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 832,497 $25.6M 0.16% new 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 829,008 $25.5M 0.26% +73,955 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 824,637 $25.3M 0.03% +75,283 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 793,921 $24.4M 3.28% +115,021 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 711,720 $21.9M 0.09% -17,515 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 707,180 $21.7M 4.31% +12,699 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 700,663 $21.5M 1.84% +77,093 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 697,399 $21.4M 1.56% -40,797 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 692,845 $21.3M 0.02% +151,431 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 691,749 $21.3M 0.03% +12,382 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 671,729 $20.6M 0.27% +18,103 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 633,816 $19.5M <0.01% -122,066 13F-HR/A Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 613,136 $18.8M 0.04% +23,908 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 612,929 $18.8M 0.06% -70,520 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 588,014 $18.1M -10,636 Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 568,984 $17.5M 0.44% 0 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 567,500 $17.4M 1.29% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 561,316 $17.2M 0.06% -70,733 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 536,476 $16.5M 0.34% +35,231 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 523,400 $16.1M <0.01% -1,548,239 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 491,042 $15.1M 0.56% +10,256 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 473,800 $14.6M 1.05% +18,885 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 448,230 $13.8M 2.03% +14,431 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 442,200 $13.6M 0.02% new 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 429,258 $13.2M 2.14% +74,183 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 423,815 $13M 0.08% +48,665 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 421,408 $12.9M 7.61% +3,793 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 417,620 $12.8M 5.93% +5,430 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 417,180 $12.8M 0.09% -8,728 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 416,349 $12.8M 0.32% -6,538 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 413,352 $12.7M 1.03% +91,286 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 390,663 $12M 0.11% +48,450 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 390,500 $12M 0.42% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 381,441 $11.7M 0.39% +13,092 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 363,582 $11.2M 2.41% +132,381 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 344,300 $10.6M 0.02% -101,702 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 339,756 $10.4M 0.13% -22,254 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 339,552 $10.4M 0.01% -18,581 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 338,309 $10.4M 0.29% -5,961 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 335,669 $10.3M 0.08% -105,248 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 335,247 $10.3M 0.13% +113,723 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 329,387 $10.1M +4,747 Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 324,226 $9.96M 0.32% -26,467 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 321,791 $9.93M 0.01% +90,287 13F-HR/A Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 322,597 $9.91M 0.13% +8,757 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 320,062 $9.84M 0.15% +102,428 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 314,031 $9.65M 2.61% +11,932 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 309,036 $9.5M 0.67% +81,067 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 305,801 $9.4M 2.09% -8,381 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 304,887 $9.37M 1.31% new 13F-HR Timeline VANTAGE WEALTH More: the full row for VANTAGE WEALTH 286,100 $8.79M 1.99% +2,650 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 284,554 $8.74M 2.45% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 284,246 $8.73M 0.01% +72,302 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 283,255 $8.7M 0.02% +6,588 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 280,494 $8.62M 0.05% -68,239 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 278,000 $8.47M 0.07% new 13F-HR Timeline Group Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 267,530 $8.22M 0.37% -5,387 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 265,420 $8.16M 4.76% -11,802 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 261,049 $8.02M 2.27% +1,532 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 259,391 $7.97M 0.05% +6,363 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 259,622 $7.87M 3.28% 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 245,164 $7.53M 1.33% +234,012 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 240,632 $7.39M 0.14% +12,486 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 238,910 $7.34M 1.33% +13,393 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 238,629 $7.33M 0.06% -8,587 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 237,524 $7.3M 0.03% +8,810 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 236,093 $7.26M 2.22% +18,616 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 229,290 $7.05M 0.46% +760 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 229,069 $7.04M 0.04% +49,041 13F-HR Timeline Group Spectrum Asset Management, Inc. More: the full row for Spectrum Asset Management, Inc. 222,761 $6.85M 12.47% -58,088 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 222,245 $6.83M 0.03% -4,858 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 220,603 $6.78M 0.16% +22,390 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 221,891 $6.63M 1.25% +133,165 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 210,049 $6.45M 6.31% +3,954 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 209,347 $6.43M 3.37% -2,175 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 208,201 $6.4M 0.21% +11,401 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 204,864 $6.3M +4,540 Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 202,907 $6.24M 1.53% +22,952 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 201,447 $6.19M 2.68% -2,373 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 199,096 $6.12M 0.38% +12,850 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 195,455 $6.01M 0.05% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 194,899 $5.99M 2.28% 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 193,491 $5.95M <0.01% -20,989 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 192,980 $5.93M 0.04% +12,166 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 192,028 $5.9M 0.44% +48,203 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 191,794 $5.89M 0.17% +22,142 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 187,553 $5.76M 1.34% +9,746 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 187,458 $5.76M 0.2% -6,147 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 183,393 $5.64M 0.84% +106,821 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 180,161 $5.54M 3.29% +5,954 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 179,124 $5.5M 1.41% +68,052 13F-HR/A Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 177,432 $5.45M 2.96% +17,713 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 177,000 $5.44M 0.67% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 175,592 $5.4M 0.08% -14,430 13F-HR Timeline Group RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 174,541 $5.36M 1.53% +2,992 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 173,792 $5.34M 0.2% -3,221 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 170,540 $5.24M 0.01% -5,772 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 170,208 $5.23M 0.48% +20,859 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 167,865 $5.16M 0.72% -5,988 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 166,877 $5.13M 1.72% -1,889 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 166,466 $5.12M 0.99% +432 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 165,753 $5.09M 1.75% -98 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 164,509 $5.06M 1.96% +9,189 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 164,491 $5.05M 0.34% -28,813 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 163,956 $5.04M 0.88% +12,307 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 162,324 $5.04M -29,665 Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 162,658 $5M 2.32% -2,727 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 162,000 $4.98M 19.23% +26,000 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 160,564 $4.93M 7.14% +40,478 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 160,008 $4.92M 0.43% -94,403 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 159,358 $4.9M 0.15% +10,072 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 158,444 $4.87M 0.07% +81,509 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 157,137 $4.83M 0.45% +8,272 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 158,259 $4.8M 4.32% +15,339 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 155,608 $4.78M 0.06% -3,155 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 154,918 $4.76M 2.14% -13,099 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 152,953 $4.7M 1.5% +2,306 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 152,902 $4.7M 0.01% -435,474 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 150,932 $4.64M 0.33% +19,846 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 150,027 $4.61M 0.94% -475 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 149,203 $4.59M 0.81% -1,479 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 148,567 $4.57M 0.05% -65,262 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 150,038 $4.55M 0.26% +119,169 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 147,417 $4.53M 0.07% -11,033 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 142,915 $4.39M -3,435 Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 151,294 $4.39M 0.01% +43 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. 141,226 $4.34M <0.01% -432 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 140,648 $4.32M 1.5% +7,713 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 140,865 $4.32M 0.01% +1,707 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 139,536 $4.29M -42,390 Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 134,788 $4.14M 0.56% -50,514 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 132,413 $4.07M 0.41% -8,947 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 132,073 $4.06M 0.06% +5,243 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 131,656 $4.05M 0.04% +5,908 13F-HR Timeline Group Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 130,000 $3.99M 2.02% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 129,665 $3.98M 2.7% -1,715 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 129,240 $3.97M 0.11% +1,847 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 129,120 $3.97M 7.73% -434 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 126,320 $3.88M 1.07% -210 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 126,301 $3.88M 0.84% +17,505 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 124,263 $3.82M 0.8% +6,850 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 123,778 $3.8M 1.01% +23,603 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 123,030 $3.8M <0.01% 0 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 123,395 $3.79M 0.76% +1,907 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 122,417 $3.76M 0.04% -6,507 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 122,417 $3.76M 0.04% -6,507 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 122,061 $3.75M 0.05% +4,209 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 121,796 $3.74M 0.5% +15,139 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 121,413 $3.73M 0.24% -42,223 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 119,989 $3.69M 1.04% -593 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 118,869 $3.65M 0.08% +497 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 118,776 $3.65M 0.26% -6,789 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 117,060 $3.6M 0.99% +20,757 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 114,944 $3.53M 2.67% -381 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 114,859 $3.53M 0.22% -7,555 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 112,774 $3.47M 0.33% -14,326 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 110,662 $3.4M 0.82% -1,225 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 109,302 $3.36M 0.89% +2,099 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 109,094 $3.35M 0.47% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 108,553 $3.34M 3.4% +22,352 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 108,382 $3.33M 0.16% +2,365 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 108,354 $3.33M 2.4% +1,898 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 106,158 $3.26M 0.2% -32,438 13F-HR Timeline