BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 22,748,180 $690M 0.05% +84,382 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 15,022,935 $455M 0.03% -787,793 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,476,370 $287M 0.06% -14,928 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 7,711,936 $234M 0.06% -151,331 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,095,919 $185M +58,895 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,686,535 $142M +222,968 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 4,250,829 $129M 0.02% +147,990 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 3,425,136 $104M 0.12% -374,170 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 2,899,087 $87.9M 4.94% -7,210 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,766,735 $83.9M <0.01% +338,284 13F-HR Timeline Group Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 2,256,299 $68.4M +74,259 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 2,158,308 $65.4M 0.02% -1,073,647 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,945,954 $59M 0.86% +51,680 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,714,585 $52M 0.07% -107,811 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,675,635 $50.8M 0.26% +29,919 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,567,996 $47.5M 0.06% -193,855 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,544,205 $46.8M 0.05% -224,038 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,520,559 $46.1M 0.08% +290,186 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,451,189 $44M 0.08% +132,256 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,401,664 $42.5M 0.01% -50,634 13F-HR/A Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,299,624 $39.4M 0.8% +149,021 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,250,261 $37.9M 0.37% +41,825 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,190,803 $36.1M 0.05% -65,827 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,150,748 $34.9M 0.05% -161,413 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,088,817 $33M 0.05% +32,263 13F-HR Timeline Group GDS Wealth Management More: the full row for GDS Wealth Management 1,055,067 $32M 1.92% +106,253 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,042,474 $31.6M 0.02% -2,286 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,014,821 $30.8M 0.03% +171,709 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 981,595 $29.8M 0.17% +54,220 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 955,500 $29M 1.9% -21,600 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 886,124 $26.9M 0.04% +112,507 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 855,355 $25.9M 1.54% +91,751 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 844,875 $25.6M 0.12% +25,487 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 833,086 $25.3M 0.55% -101,911 13F-HR/A Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 821,917 $24.9M 0.84% +32,123 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 815,849 $24.7M 0.03% +46,790 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 850,228 $24.7M 0.05% -183,510 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 781,486 $23.7M +58,042 Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 711,524 $21.6M 0.05% +355,168 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 691,884 $21M 5.26% -2,090 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 679,894 $20.6M 0.3% +35,034 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 676,190 $20.5M 2.91% -24,319 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 632,669 $19.2M 1.68% +3,847 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 631,888 $19.2M 0.01% +61,707 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 613,352 $18.6M 0.07% -29,943 13F-HR Timeline Group SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 595,897 $18.1M 3.06% +78,027 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 584,741 $17.7M 0.23% -9,686 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 584,595 $17.7M 0.01% -8,034 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 558,773 $16.9M 0.02% -61,285 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 536,356 $16.3M 0.04% -3,405 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 514,757 $15.6M 0.08% +119,402 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 504,455 $15.3M 5.62% +95,315 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 496,990 $15.1M 0.04% -67,919 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 493,472 $15M 0.19% -19,919 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 492,031 $15M 0.07% +22,232 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 485,447 $14.7M 0.17% -154,287 13F-HR Timeline Group Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 479,626 $14.5M 4.02% -85,996 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 428,201 $13M 3% +12,830 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 426,435 $12.9M 0.36% -18,525 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 425,934 $12.9M 0.05% +15,381 13F-HR/A Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 423,491 $12.8M 0.35% -2,415 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 409,668 $12.4M 0.81% +1,326 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 401,374 $12.2M 0.26% +11,428 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 390,500 $11.8M 0.39% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 385,564 $11.6M 0.01% -54,877 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 382,913 $11.6M 0.02% +95,996 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 372,790 $11.3M +8,737 Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 370,881 $11.2M 1.17% +27,878 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 364,904 $11.1M 0.02% -45,995 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 345,299 $10.5M 2.36% +15,543 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 339,843 $10.3M 1.53% +71,137 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 337,623 $10.2M 0.29% -13,108 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 309,493 $9.38M <0.01% +13,703 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 303,633 $9.21M 5.45% +8,232 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 301,206 $9.13M 0.07% +4,128 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 299,020 $9.07M 0.2% -516 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 286,598 $8.69M 0.05% +25,889 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 285,745 $8.66M +23,002 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 276,559 $8.35M 0.01% -62,144 13F-HR Timeline Group Parkside Investments, LLC More: the full row for Parkside Investments, LLC 271,161 $8.22M 1% -192,881 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 268,351 $8.14M 2.18% +14,823 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 266,024 $8.07M 0.13% +23,337 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 250,629 $7.6M 0.1% -10,411 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 243,711 $7.39M 0.12% +79,480 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 233,580 $7.36M 3.39% +204,209 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 240,717 $7.3M 0.42% +8,781 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 236,520 $7.17M 0.03% +13,889 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 232,700 $7.06M 0.33% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 232,378 $7.05M 0.04% +5,157 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 231,987 $7.03M 0.03% +41,646 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 225,271 $6.83M 0.76% -349,772 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 218,889 $6.64M 0.07% -626 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 217,935 $6.61M 0.84% +1,518 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 209,989 $6.37M 0.92% +187 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 208,496 $6.32M 0.17% +5,762 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 201,189 $6.32M 4.06% +9,325 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 203,233 $6.16M 0.2% -22,279 13F-HR Timeline RPg Family Wealth Advisory, LLC More: the full row for RPg Family Wealth Advisory, LLC 203,165 $6.16M 1.29% +24,485 13F-HR Timeline Risk Paradigm Group, LLC More: the full row for Risk Paradigm Group, LLC 203,102 $6.16M 5.25% +15,742 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 200,326 $6.07M <0.01% +37,440 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 198,332 $6.01M 0.01% +14,495 13F-HR Timeline Group Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 196,083 $5.95M 0.98% +13,116 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 193,089 $5.85M 6.12% +7,993 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 192,692 $5.84M 0.05% -469,794 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 192,470 $5.84M 0.03% +16,972 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 191,640 $5.81M 0.13% +4,191 13F-HR/A Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 190,380 $5.77M 3.03% +309 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 190,070 $5.76M 1.35% +15,182 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 189,156 $5.74M 0.77% +15,779 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 186,725 $5.66M 0.55% -20,015 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 182,404 $5.65M <0.01% -3,052 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 185,560 $5.63M 2.1% -358 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 185,133 $5.61M 1.18% +16,065 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 180,811 $5.48M 2.86% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 179,158 $5.43M 0.04% +164,145 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 177,000 $5.37M 0.63% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 174,498 $5.29M 1.01% +13,083 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 174,407 $5.29M 0.06% +548 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 172,498 $5.23M <0.01% +23,207 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 170,540 $5.17M 0.16% +1,236 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 166,753 $5.06M 1.29% -798 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 163,809 $4.97M 0.24% +7,711 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 151,890 $4.61M 0.06% -13,778 13F-HR Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 149,476 $4.53M 1.28% -5,735 13F-HR Timeline Farrow Financial, Inc. More: the full row for Farrow Financial, Inc. 148,525 $4.5M 2.56% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 141,859 $4.46M 0.07% -3,432 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 141,280 $4.28M 0.6% -1,720 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 140,355 $4.26M 0.03% +75 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 138,372 $4.2M 0.15% new 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 138,320 $4.19M 0.23% +3,952 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 138,134 $4.19M 1.29% -5,360 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 135,278 $4.18M 0.03% +15,647 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 137,260 $4.16M 0.34% +7,114 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 135,871 $4.12M 1.12% -12,006 13F-HR/A Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 135,300 $4.1M 5.13% -68,200 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 135,117 $4.1M 2.51% +25,964 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 133,627 $4.05M 0.69% +3,896 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 132,563 $4.02M 0.01% +32,230 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 132,081 $4M 0.01% +52,244 13F-HR Timeline Group EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 130,905 $3.97M 3.41% +7,070 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 130,525 $3.96M 1.32% -1,259 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 127,830 $3.88M <0.01% -89,915 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 127,339 $3.86M 2.62% -16,999 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 123,013 $3.73M 0.11% +3,025 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 121,591 $3.69M 0.16% +7,682 13F-HR/A Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 119,793 $3.63M 0.69% +400 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 120,375 $3.63M <0.01% 13F-HR Timeline Group INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 118,455 $3.59M 0.22% -727 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 118,360 $3.59M 0.24% +1,985 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 117,464 $3.56M 0.19% +42,721 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 113,732 $3.45M 0.41% -5,363 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 113,370 $3.44M 0.59% +6,716 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 112,652 $3.42M 0.76% -16,102 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 111,710 $3.39M 0.04% +265 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 111,688 $3.39M 0.06% +55,994 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 110,991 $3.37M 0.71% -5,077 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 110,844 $3.36M 0.06% +24,348 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 111,008 $3.36M 1.36% -7,729 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 109,468 $3.32M 1.29% -4,393 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 107,098 $3.25M 0.04% -1,147 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 107,078 $3.25M 0.29% +665 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 107,055 $3.25M 0.05% +20,322 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 106,163 $3.22M 0.06% -3,515 13F-HR/A Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 106,004 $3.21M 0.23% +6,869 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 105,078 $3.19M 0.88% -546 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 104,427 $3.17M 0.65% -8,824 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 104,283 $3.16M 0.08% +39,186 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 103,625 $3.14M 0.17% +49,420 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 102,501 $3.11M 1.66% +320 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 102,421 $3.1M 0.39% +18,277 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 101,554 $3.08M 0.17% +2,522 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 100,372 $3.04M 1.48% 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 100,208 $3.04M 0.08% -5,936 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 99,304 $3.01M 0.09% +38,061 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 99,186 $3.01M 0.07% +15,368 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 98,839 $3M 2.42% +3,249 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 97,441 $2.95M +7,887 Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 97,291 $2.95M 0.05% +37,229 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 97,130 $2.94M -4,322 Timeline Platform Technology Partners More: the full row for Platform Technology Partners 96,454 $2.92M 0.56% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 96,325 $2.92M 0.42% -1,550 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 96,238 $2.92M 0.53% +2,467 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 96,563 $2.91M <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 95,436 $2.89M 0.07% +5,457 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 92,586 $2.85M 0.78% +104 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 93,608 $2.84M 0.25% 13F-HR Timeline Group Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 93,628 $2.84M 2.29% +8,801 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 93,346 $2.83M 1.03% -60 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 93,001 $2.82M 0.02% +775 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 92,140 $2.79M 0.01% -2,630 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 91,561 $2.78M 0.3% +2,331 13F-HR Timeline TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 90,869 $2.76M 0.38% +2,306 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 89,953 $2.73M 0.01% +520 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 89,515 $2.71M 0.93% +8,000 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 88,647 $2.69M 0.08% +75 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 88,440 $2.68M 0.05% +5,565 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 88,030 $2.67M 0.17% +2,590 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 87,865 $2.66M 1.92% -1,166 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 87,297 $2.65M 0.68% -7,782 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 87,136 $2.64M 0.06% -6,099 13F-HR Timeline