BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 21,533,165 $661M 0.05% -3,212,783 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,303,209 $470M 0.03% -1,128,551 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,022,801 $277M 0.06% -1,587,667 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 8,057,163 $247M 0.08% -78,817 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,598,807 $172M 0.04% -293,352 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,660,461 $143M -602,067 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,305,502 $132M 0.03% -645,867 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,672,150 $113M 0.16% -51,039 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 2,865,167 $87.9M 5.16% -143,869 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,700,100 $82.8M 0.02% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,623,059 $80.5M 0.03% +555,455 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,610,950 $80.1M <0.01% -218,063 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,023,625 $62.1M 0.08% -168,827 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,999,248 $61.3M +89,793 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,948,730 $59.8M 1% +64,033 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,825,251 $56M 0.07% -233,893 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,780,344 $54.6M 0.08% -30,999 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,706,571 $52.4M 0.01% -89,471 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,524,542 $49M 0.11% -192,691 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,478,568 $45.4M 0.12% -74,895 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,444,171 $44.3M 0.07% +284,014 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,369,883 $42M 0.02% -184,622 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,275,743 $39.1M -163,407 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,223,165 $37.5M 0.07% -20,997 13F-HR/A Timeline Group Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 1,187,310 $36.4M 7.02% -116,105 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,162,781 $35.7M 0.03% -120,747 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,115,156 $34.2M 0.3% -22,245 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,083,281 $33.2M 0.7% -17,331 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,063,229 $33M 0.05% +11,694 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,009,989 $31.5M 3.12% +72,747 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 1,008,117 $30.9M 8.6% +135,277 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,001,603 $30.7M 0.05% +65,031 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 886,104 $27.2M 0.19% -37,170 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 884,451 $27.1M 3.43% +90,530 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 850,464 $26.1M 0.15% +17,967 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. 836,063 $25.7M 0.42% -2,797 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 826,925 $25.4M 0.35% -33,746 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 819,504 $25.1M 0.03% -94,447 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 792,197 $24.3M 0.02% -32,440 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 763,455 $23.4M 1.71% +62,792 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 715,275 $21.9M 3.94% +8,095 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 700,414 $21.5M 0.87% new 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 691,210 $21.2M 1.39% -6,189 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 686,775 $21.1M 0.08% -24,945 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 666,320 $20.4M 0.26% -5,409 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 646,525 $19.8M +58,511 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 627,667 $19.3M 0.03% -64,082 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 586,602 $18M 0.05% +25,286 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 578,544 $17.7M 0.01% -114,301 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 569,984 $17.5M 0.39% +1,000 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 567,500 $17.4M 1.11% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 560,568 $17.2M 0.3% +24,092 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 553,491 $17M 0.03% -59,645 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 518,576 $15.9M 0.05% -94,353 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 506,800 $15.5M 0.02% +463,200 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 495,428 $15.2M 2.06% +47,198 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 492,949 $15.1M +350,034 Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 479,636 $14.7M 1.12% +50,378 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 466,887 $14.3M 0.06% -556,476 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 450,200 $13.8M 0.48% -40,842 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 440,736 $13.5M 2.51% +77,154 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 438,932 $13.5M 0.11% +48,269 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 435,969 $13.4M 0.38% +54,528 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 408,075 $12.7M 6.79% -13,333 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 413,664 $12.7M 0.23% -2,685 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 412,366 $12.7M 0.85% -61,434 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 410,639 $12.6M 0.94% -2,713 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 404,354 $12.4M 0.08% -12,826 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 390,500 $12M 0.41% 0 13F-HR Timeline Group Ballast, Inc. More: the full row for Ballast, Inc. 378,855 $11.6M 3.04% +117,806 13F-HR/A Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 372,537 $11.4M 0.91% -1,037,383 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 360,345 $11M 0.01% +38,554 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 359,311 $11M 0.06% +78,817 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 343,813 $10.5M 0.66% +34,777 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 343,257 $10.5M 0.1% +8,010 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 340,820 $10.5M 0.32% +16,594 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 333,363 $10.2M 0.72% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 332,563 $10.2M +3,176 Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 323,431 $9.92M 0.57% +94,141 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 316,654 $9.71M 1.22% +11,767 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 314,408 $9.65M 0.12% -8,189 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 312,993 $9.6M 0.25% -25,316 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 312,003 $9.57M 0.16% new 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 305,816 $9.38M <0.01% -33,736 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 305,358 $9.37M 0.02% +22,103 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 298,995 $9.17M 2.36% -15,036 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 294,202 $9.03M 2.21% +9,648 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 268,100 $8.23M 3.21% +2,680 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 267,929 $8.22M 0.12% -52,133 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 250,772 $7.69M 0.01% +97,870 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 247,607 $7.6M 1.29% +8,697 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 248,249 $7.57M 2.84% -11,373 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 245,695 $7.54M 0.02% -98,605 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 240,264 $7.37M 0.04% -19,127 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 234,749 $7.2M 0.05% -3,880 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 232,173 $7.12M 0.14% -8,459 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 229,934 $7.05M <0.01% -403,882 13F-HR Timeline Group Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 228,983 $7.03M 2.09% -7,110 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 226,773 $6.96M 0.13% +6,170 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 222,263 $6.82M 0.04% +29,283 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 221,074 $6.78M 2.18% +199,249 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 220,620 $6.77M 0.03% -16,904 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 217,404 $6.67M 0.26% -50,126 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 214,229 $6.57M 0.2% +6,028 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 212,323 $6.51M 2.83% -205,297 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 211,549 $6.49M 5.45% +1,500 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 206,616 $6.34M +1,752 Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 205,400 $6.3M <0.01% +11,909 13F-HR Timeline BLUEFIN CAPITAL MANAGEMENT, LLC More: the full row for BLUEFIN CAPITAL MANAGEMENT, LLC 200,000 $6.14M 4.74% +152,960 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 199,014 $6.11M 0.34% -82 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 198,810 $6.1M 0.08% +23,218 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 198,273 $6.08M 2.49% -3,174 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 198,035 $6.08M 0.82% +14,642 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 197,055 $6.05M 0.16% +5,261 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 197,023 $6.04M 2.9% -12,324 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 195,455 $6M 0.05% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 186,296 $5.72M 3.28% +6,135 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 184,799 $5.67M 0.03% -239,016 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 181,810 $5.58M 0.01% new 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 178,091 $5.46M 0.15% -9,367 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 177,795 $5.45M 0.01% +7,255 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 177,000 $5.43M 0.6% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 175,793 $5.39M 0.43% +5,585 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 175,374 $5.38M 0.03% -53,695 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 175,054 $5.37M 1.18% -4,070 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 172,831 $5.3M 1.41% -1,710 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 172,000 $5.28M 7.06% +10,000 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 169,626 $5.2M 0.45% +12,489 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 169,283 $5.19M 0.79% +5,327 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 168,013 $5.15M 6.47% +7,449 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 166,860 $5.12M 0.87% +394 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 166,635 $5.11M 1.63% +882 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 163,873 $5.03M 1.85% -636 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 161,752 $4.96M 1.56% -5,125 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,830,928 $4.96M 0.31% +4,809,993 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 160,458 $4.92M 2.07% -2,200 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 160,068 $4.91M 0.17% -13,724 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 159,873 $4.9M 0.74% +10,670 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 159,712 $4.9M 4.17% +1,453 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 157,215 $4.82M 0.03% -178,454 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 156,490 $4.8M 2.94% +66,260 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 155,828 $4.78M 1.42% +2,875 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 155,243 $4.76M 0.01% +103,248 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 154,381 $4.74M 0.01% +3,087 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 152,483 $4.68M 0.11% +23,243 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 152,373 $4.67M 0.05% -3,235 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 148,685 $4.59M 1.91% -6,233 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 148,298 $4.55M -14,026 Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 146,826 $4.5M 0.37% -13,182 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 146,131 $4.48M 0.8% -3,896 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 145,375 $4.46M 1.11% -42,178 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 144,102 $4.42M 1.4% +3,454 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 142,545 $4.37M 0.06% -4,872 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 140,007 $4.3M 0.04% -8,560 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 139,908 $4.29M 0.84% +13,607 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 137,579 $4.22M 0.03% +36,894 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 135,277 $4.15M 0.52% +489 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 134,457 $4.13M -5,079 Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 134,163 $4.11M <0.01% +11,133 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 132,444 $4.06M 1.03% +8,666 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 131,951 $4.05M 0.03% +295 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 131,908 $4.05M 0.26% +17,049 13F-HR Timeline Group Peoples Bank/KS More: the full row for Peoples Bank/KS 130,024 $3.99M 2.68% +359 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 130,000 $3.99M 1.89% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 127,988 $3.93M 0.27% -22,944 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 127,456 $3.91M 0.1% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 127,219 $3.9M <0.01% -14,007 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 126,090 $3.87M 0.98% -230 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 124,349 $3.81M 0.94% +7,289 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 123,237 $3.78M 0.5% +1,441 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 122,929 $3.77M 0.24% -41,562 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 121,612 $3.73M 0.69% -1,783 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 121,143 $3.72M 0.02% -101,102 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 120,163 $3.69M 0.76% -4,100 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 120,161 $3.69M 0.05% -1,900 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 119,778 $3.67M <0.01% -164,468 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 118,197 $3.63M 0.43% +44,784 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 117,964 $3.62M 0.9% -2,025 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 117,743 $3.61M 2.7% +2,799 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 117,522 $3.61M 5.29% -11,598 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 117,243 $3.6M 0.07% -1,626 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 116,028 $3.57M 0.08% -223,728 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 114,624 $3.52M 0.1% +8,475 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 113,976 $3.5M 3.39% +5,423 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 110,462 $3.39M 0.76% -200 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 109,885 $3.37M 0.09% +26,931 13F-HR Timeline Group DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 109,864 $3.37M 0.15% +1,482 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 109,426 $3.36M <0.01% +86,908 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 107,272 $3.29M 0.23% +26,863 13F-HR Timeline Bouvel Investment Partners, LLC More: the full row for Bouvel Investment Partners, LLC 106,017 $3.25M 1.1% +11,241 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 105,198 $3.23M 0.02% +20,717 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 105,053 $3.22M 0.72% -4,249 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 104,371 $3.2M 0.07% -1,477 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 102,947 $3.16M -2,510 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 102,602 $3.15M 0.15% +61,389 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 102,506 $3.14M 0.01% 0 13F-HR Timeline Group Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 102,094 $3.13M 0.4% -7,000 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 100,995 $3.1M 1.21% -93,904 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 100,924 $3.1M 0.19% -20,489 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 100,338 $3.08M 0.11% -1,485 13F-HR Timeline Group