BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 22,663,798 $702M 0.05% -1,485,178 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,810,728 $490M 0.03% +418,460 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,491,298 $294M 0.06% +188,316 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,863,267 $243M 0.07% -244,722 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,037,024 $187M +318,625 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,463,567 $138M -49,990 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,102,839 $127M 0.02% -370,831 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,799,306 $118M 0.14% +66,176 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,116,859 $111M 6.28% -4,121,803 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,231,955 $100M 0.03% +396,477 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 2,906,297 $90M 4.83% +34,224 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,428,451 $75.2M <0.01% -189,852 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 2,182,040 $67.6M +105,953 Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,894,274 $58.6M 0.89% -78,959 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,822,396 $56.4M 0.08% +54,374 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,768,243 $54.7M 0.06% -38,421 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,761,851 $54.5M 0.06% -208,861 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,747,061 $54.1M 0.12% +46,907 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,645,716 $51M 0.28% +146,338 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,452,298 $45.2M 0.01% -128,372 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,318,933 $40.8M 0.07% -269,620 13F-HR/A Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,312,161 $40.6M 0.05% -92,197 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,256,630 $38.9M 0.06% -66,409 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,230,373 $38.1M 0.12% -11,117 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,208,436 $37.4M 0.34% +63,063 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,150,603 $35.6M 0.63% +121,085 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,056,554 $32.7M 0.05% +34,382 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,033,738 $32.5M 0.04% -13,633 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,044,760 $32.3M 0.02% -116,025 13F-HR/A Timeline Group FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 977,100 $30.3M 1.98% +21,600 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 948,814 $29.4M 1.84% +109,081 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 934,997 $28.9M 0.51% -87,045 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 927,375 $28.7M 0.17% +46,688 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 904,077 $28M 0.05% +896,701 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 868,252 $26.9M 1.26% +76,659 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 843,112 $26.1M 0.02% +47,171 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 819,388 $25.4M 0.14% -150,569 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 789,794 $24.5M 0.84% +44,200 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 773,617 $24M 0.03% +215,290 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 769,059 $23.8M 0.03% -64,259 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 763,604 $23.6M 1.38% +10,895 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 723,444 $22.4M -17,489 Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 700,509 $21.7M 3.1% -37,207 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 693,974 $21.5M 5.52% +224,684 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 662,486 $20.5M 0.16% +652,780 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 644,860 $20M 0.29% +44,092 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 643,295 $19.9M 0.07% -29,410 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 639,734 $19.8M 0.22% +64,669 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 628,822 $19.5M 1.69% +155,936 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 620,058 $19.2M 0.03% +480,120 13F-HR Timeline Group Welch & Forbes LLC More: the full row for Welch & Forbes LLC 594,427 $18.4M 0.22% -51,064 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 592,629 $18.3M 0.01% -3,100 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 575,043 $17.8M 2.04% -326,037 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 570,181 $17.7M 0.01% -19,247 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 565,622 $17.5M 4.33% 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 564,909 $17.5M 0.04% -34,405 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 539,761 $16.7M 0.04% +11,217 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 517,870 $16M 2.65% -84,116 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 513,391 $15.9M 0.2% -127,148 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 469,799 $14.6M 0.08% +60,969 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 464,042 $14.4M 1.81% -22,856 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 444,960 $13.8M 0.39% -4,384 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 440,441 $13.6M 0.01% +38,668 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 425,906 $13.2M 0.34% -19,150 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 415,371 $12.9M 3.01% +18,444 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 410,899 $12.7M 0.02% -122,051 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 410,553 $12.7M 0.05% +26,481 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 409,140 $12.7M 4.93% +51,281 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 408,342 $12.6M 0.8% -6,973 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 395,355 $12.2M 0.07% -53,182 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 390,500 $12.1M 0.4% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 389,946 $12.1M 0.25% -23,718 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 364,053 $11.3M +4,231 Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 356,356 $11M 0.03% +77,653 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 354,308 $11M 0.83% +6,705 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 350,731 $10.9M 0.3% +6,578 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 343,003 $10.6M 1.16% +13,032 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 338,703 $10.5M 0.01% -376,117 13F-HR/A Timeline Group COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 329,756 $10.2M 2.34% +13,200 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 322,578 $9.99M 0.01% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 299,536 $9.27M 0.22% -13,927 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 297,078 $9.2M 0.07% 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 295,790 $9.16M <0.01% -12,480 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 295,401 $9.15M 6.55% +78,875 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 29,371 $9.09M 4.64% -379,326 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 286,917 $8.88M 0.02% +3,360 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 280,257 $8.68M 0.07% -105,724 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 268,706 $8.32M 1.3% +1,068 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 262,743 $8.13M +27,644 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 261,040 $8.08M 0.1% +26 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 260,709 $8.07M 0.04% +22,646 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 253,528 $7.85M 2.13% +2,880 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 245,423 $7.6M 0.03% +21,827 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 242,687 $7.51M 0.12% -6,144 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 239,794 $7.42M 3.06% 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 231,936 $7.18M 0.43% +367 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 227,221 $7.03M 0.04% +1,983 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 225,512 $6.98M 0.24% +8,025 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 222,631 $6.89M 0.03% -24,752 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 219,515 $6.8M 0.07% +71,891 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 217,745 $6.74M <0.01% +90,962 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 216,417 $6.7M 0.82% -72,353 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 214,544 $6.64M 0.08% -124,599 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 209,802 $6.5M 0.85% +9,502 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 206,740 $6.4M 0.64% +44,208 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 203,500 $6.3M 10.79% +2,000 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 202,734 $6.28M 0.16% +2,365 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 194,422 $6.02M 1.65% +10,594 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 190,341 $6.02M 0.02% +114 13F-HR Timeline Group Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 191,864 $5.94M 4.15% +19,098 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 190,071 $5.88M 3.12% +2,985 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 187,449 $5.8M 0.13% -11,031 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 187,360 $5.8M 5.58% 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 185,918 $5.76M 2.08% -4,860 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 185,456 $5.74M <0.01% -7,292 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 185,096 $5.73M 5.86% +6,368 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 183,837 $5.69M 0.01% -425,199 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 182,967 $5.66M 0.88% +9,444 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 178,680 $5.53M 1.22% -1,267 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 177,000 $5.48M 0.59% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 175,498 $5.43M 0.04% +136,350 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 174,888 $5.41M 1.25% +9,389 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 173,859 $5.38M 0.06% -12,919 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 173,377 $5.37M 0.86% -8,912 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 169,304 $5.24M 0.17% -1,579 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 169,068 $5.23M 1.16% +11,892 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 167,551 $5.19M 1.39% +177 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 165,668 $5.13M 0.07% +35,599 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 164,231 $5.08M 0.1% -69,678 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 162,886 $5.04M <0.01% -704,798 13F-HR/A Timeline Group Investors Research Corp More: the full row for Investors Research Corp 161,415 $5M 0.92% +11,686 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 156,098 $4.83M 0.22% -23,082 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 155,211 $4.81M 1.36% -2,675 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 149,291 $4.62M <0.01% +2,579 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 149,084 $4.62M 1.07% -541 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 147,877 $4.58M 1.26% +3,608 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 146,824 $4.55M 1.02% -143,781 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 145,291 $4.5M 0.09% +137,013 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 144,338 $4.47M 3.04% +6,798 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 143,494 $4.44M 1.27% -14,081 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 143,000 $4.43M 0.61% +1,486 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 140,280 $4.34M 0.04% -14,316 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 134,368 $4.16M 0.24% +3,952 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 131,784 $4.08M 1.34% -32,947 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 130,146 $4.03M 0.33% -36,366 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 129,752 $4.02M 0.03% +37,559 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 129,731 $4.02M 0.67% +7,063 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 128,754 $3.99M 0.93% -4,468 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 125,575 $3.89M 0.07% -341 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 123,835 $3.83M 3.19% +9,004 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 123,061 $3.81M 0.01% -13,456 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 119,988 $3.71M 0.11% +53,599 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 119,631 $3.7M 0.03% -17,359 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 119,393 $3.7M 0.71% -1,370 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 119,182 $3.69M 0.22% +4,135 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 119,095 $3.69M 0.44% -7,070 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 118,737 $3.68M 1.4% -35,101 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 116,375 $3.6M 0.25% +2,191 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 116,068 $3.59M 0.81% -1,773 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 113,861 $3.55M 1.35% +55,511 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 113,909 $3.53M 0.15% +1,562 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 113,251 $3.51M 0.69% -66,727 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 111,445 $3.45M 0.05% -4,214 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 110,964 $3.44M 0.06% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 109,678 $3.4M 0.06% -3,667 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 109,153 $3.38M 2.25% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 108,245 $3.35M 0.04% -639 13F-HR Timeline Group D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 106,654 $3.3M 0.56% +9,885 13F-HR Timeline Crown Oak Advisors, LLC More: the full row for Crown Oak Advisors, LLC 106,543 $3.3M 1.56% -23,457 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 106,413 $3.29M 0.26% -4,022 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 106,144 $3.29M 0.08% +5,948 13F-HR Timeline Group Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 105,624 $3.27M 0.91% 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 104,138 $3.22M <0.01% -327,672 13F-HR Timeline Group Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 102,181 $3.16M 1.7% 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 101,792 $3.15M 0.01% -323 13F-HR Timeline Group Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 101,452 $3.14M +1,788 Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 100,333 $3.11M <0.01% -37,284 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 100,030 $3.1M 0.58% -117 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 99,135 $3.07M 0.22% +14,332 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 99,032 $3.07M 0.18% +1,385 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 97,875 $3.03M 0.43% -4,550 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 97,300 $3.01M 1.8% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 97,264 $3.01M 0.1% -2,293 13F-HR Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 96,563 $3M <0.01% -18,973 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 96,463 $2.99M 1.32% +5,425 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 96,454 $2.99M 0.64% +77,190 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 95,748 $2.96M 0.33% +5,101 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 95,590 $2.96M 2.64% +2,682 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 92,482 $2.95M 0.77% -1,324 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 95,079 $2.94M 0.69% -25,272 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 94,770 $2.93M 0.01% -5,873 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 93,771 $2.9M 0.53% -2,973 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 93,768 $2.9M 0.26% +29,663 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 93,745 $2.9M 0.16% -4,388 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 93,406 $2.89M 1.12% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 93,235 $2.89M 0.06% -1,548 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 92,556 $2.87M 0.82% +2,079 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 92,226 $2.86M 0.02% -5,986 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 89,979 $2.79M 0.07% +227 13F-HR Timeline Group Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 89,554 $2.77M -12,385 Timeline