BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 4,038,596 $260M 0.02% -1,191,428 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,871,608 $185M 0.01% +300,366 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,553,416 $165M 0.03% +135,347 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,993,202 $129M 0.03% -540 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,742,550 $112M 4.2% +46,248 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,498,752 $96.7M -40,913 Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,251,606 $80.7M 24.58% -2,177 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,223,031 $78.9M 0.01% -38,183 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,197,136 $77.2M 0.02% -77,414 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,145,221 $72.4M <0.01% -8,794 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 932,392 $60.1M 0.06% +546,201 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 852,226 $55M 0.06% +59,544 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 829,900 $53.5M 0.04% +309,500 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 768,805 $49.6M 0.01% +129,895 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 697,411 $45M 0.07% -22,384 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 637,078 $41.1M 0.78% +31,716 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 605,866 $39.1M 0.49% +36,979 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 471,353 $30.4M 1.96% -2,425 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 406,259 $26.2M 0.22% new 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 395,236 $25.5M 1.03% -54,016 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 388,662 $25.1M 0.31% -23,848 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 380,847 $24.6M 0.02% +39,146 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 370,034 $23.9M <0.01% -47,327 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 337,546 $21.8M 0.03% +44,391 13F-HR Timeline RFP Financial Group LLC More: the full row for RFP Financial Group LLC 315,619 $20.4M 9.12% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 305,987 $19.7M +25,263 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 268,901 $17.3M 0.01% +240,364 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 267,458 $17.3M 2.9% +25,078 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 249,025 $16.1M 0.02% -6,781 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 230,180 $14.8M 0.19% +210,268 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 221,316 $14.3M 1.07% -6,837 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 219,860 $14.2M 3.41% -111,795 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 202,720 $13.1M <0.01% 0 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 202,650 $13.1M 0.85% +1,300 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 199,968 $12.9M 0.68% +18,173 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 187,823 $12.1M 0.09% -7,798 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 182,929 $11.8M 8.65% -23,602 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 181,296 $11.7M 0.02% +811 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 180,768 $11.7M 0.08% +177,109 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 174,796 $11.3M 0.01% -16,637 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 170,871 $11M 1.21% +26,664 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 167,548 $10.8M 0.03% -14,604 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 161,659 $10.4M 4.08% +4,290 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 148,202 $9.56M 0.05% -111 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 143,952 $9.28M 1.79% -5,853 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 143,025 $9.23M 2.77% -2,488 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 139,708 $9.01M -16,341 Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 138,010 $8.9M 0.08% -188 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 135,804 $8.76M -8,262 Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 134,444 $8.67M 2.19% +6,188 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 131,869 $8.53M 3.43% -944 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 126,534 $8.16M 2.46% +1,212 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 126,321 $8.15M 0.09% -109 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 125,175 $8.07M 0.19% -5,181 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 121,585 $7.84M 6.06% -28,839 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 118,157 $7.62M 3.58% +18,954 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 118,100 $7.62M 0.03% -16,729 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 109,572 $7.07M 0.01% +16,205 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 108,439 $6.99M 0.02% -17,927 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 107,296 $6.92M 0.39% -7,318 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 106,900 $6.9M 0.01% -7,496 13F-HR Timeline Group Live Oak Investment Partners More: the full row for Live Oak Investment Partners 101,226 $6.53M 3.51% -645 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 101,135 $6.52M 0.01% +68,386 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 98,774 $6.37M 0.01% -20,319 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 98,598 $6.36M 0.01% -2,348 13F-HR/A Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 97,770 $6.31M 1.31% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 95,424 $6.15M 0.34% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 93,508 $6.03M 0.01% -17,343 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 95,883 $6.02M 0.01% -15,679 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 93,320 $6.02M 2.66% -1,450 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 90,337 $5.83M 0.01% -7,793 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 90,010 $5.81M 1.13% -7,806 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 88,210 $5.69M <0.01% +1,477 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 85,848 $5.54M 1.19% +2,869 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 85,430 $5.51M 2.78% -1,938 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 85,384 $5.51M 0.03% -3,748 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 84,835 $5.47M 0.17% +50,131 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 84,186 $5.43M 0.66% 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 91,216 $5.38M 3.29% -3,954 13F-HR Timeline Chicago Wealth Management, Inc. More: the full row for Chicago Wealth Management, Inc. 82,101 $5.3M 1.88% +75,166 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 81,436 $5.25M 0.86% -41,163 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 78,716 $5.08M 0.06% -527 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 78,121 $5.04M 1.12% 0 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 76,957 $4.96M 1.53% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 76,898 $4.96M 0.44% +1,114 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 75,790 $4.89M 0.01% +8,288 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 78,640 $4.86M <0.01% +11,085 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 72,565 $4.68M 0.41% +1,011 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 72,033 $4.65M 0.72% +6,975 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 70,585 $4.55M 0.45% -51,713 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 70,513 $4.55M 0.01% -16,146 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 68,100 $4.39M 0.23% -306 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 64,080 $4.13M 1.34% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 63,969 $4.13M <0.01% +3,310 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 63,325 $4.08M 0.54% -55 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 62,890 $4.06M 0.33% -526 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 62,717 $4.05M 0.45% +1,026 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 62,304 $4.02M 0.91% -6,308 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 66,580 $3.98M new Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 60,437 $3.9M -10,609 Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 59,731 $3.79M 1.64% 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 58,527 $3.78M <0.01% -2,683 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 57,829 $3.73M 0.02% -879 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 57,339 $3.7M 0.02% -26,640 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 56,334 $3.63M 1.23% +23,885 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 56,098 $3.62M 0.15% -3,231 13F-HR Timeline Group VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 56,054 $3.62M 0.68% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 54,721 $3.53M 1.02% -150 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 52,241 $3.37M 2.77% +207 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 52,147 $3.36M 0.07% +20,740 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 51,747 $3.34M 0.34% new 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 51,558 $3.33M 2.49% -3,263 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 51,236 $3.3M 0.1% +39,256 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 48,104 $3.1M 1.44% -9,250 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 47,849 $3.03M 0 Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 46,879 $3.02M 0.34% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 46,319 $2.99M 0.09% +5,401 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 46,120 $2.97M 0.09% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 44,756 $2.89M 0.41% -62 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 43,941 $2.83M 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 43,550 $2.81M 0.28% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 43,032 $2.78M 0.24% 0 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 40,892 $2.64M <0.01% -6,425 13F-HR Timeline Group Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 37,944 $2.45M 0.9% -584 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 37,197 $2.4M 0.32% -2,846 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 36,935 $2.38M 0.15% -364 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 36,715 $2.37M 0.02% +3,732 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 35,893 $2.32M <0.01% +34,725 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 35,766 $2.31M 0.01% -791 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 35,163 $2.27M 0.05% -2,917 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,078 $2.2M 0.01% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 33,855 $2.18M 0.51% 0 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 32,300 $2.08M 0.5% +9,800 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 31,661 $2.04M 0.96% -7,560 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 31,641 $2.04M 0.25% -4,791 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 31,446 $2.03M 0.94% -8,978 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 30,897 $1.99M 0.22% +894 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30,746 $1.98M 0.01% -3,935 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 30,214 $1.95M 0.01% +2,329 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 29,981 $1.93M 0.19% -32 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 29,199 $1.88M 0.38% -2,773 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 31,040 $1.86M 0.27% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 27,855 $1.8M 0.01% -2,672 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 27,442 $1.77M 0.3% +1,565 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 25,873 $1.67M 0.42% -312 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 25,538 $1.65M 0.07% -1,587 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 25,203 $1.63M 0.25% -962 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 25,022 $1.61M 0.15% -410 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 25,000 $1.61M 0.12% -10,000 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,812 $1.6M 0.01% +1,129 13F-HR Timeline Group Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 24,648 $1.59M 0.26% -5,651 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,103 $1.55M 0.01% -1,240 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 23,673 $1.53M 0.02% +13,833 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 23,540 $1.52M 0.64% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,872 $1.48M 0.03% +105 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 22,670 $1.46M 0.06% +685 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 22,612 $1.46M 0.91% +3,057 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 21,870 $1.41M 0.01% +11 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 21,860 $1.41M 0.35% +1,084 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/ 21,801 $1.41M <0.01% +503 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 21,192 $1.37M 0.19% +1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 20,547 $1.33M 0.25% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,244 $1.31M <0.01% +7,186 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 19,376 $1.25M 0.29% -11,635 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,305 $1.25M 0.01% new 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 19,250 $1.24M 0.69% -800 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 19,182 $1.24M <0.01% -357 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 19,148 $1.24M 0.06% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,941 $1.22M 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,600 $1.2M 0.01% 0 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 18,448 $1.19M 0.17% -18,666 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,267 $1.18M 0.01% -500 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 18,081 $1.17M 0.28% -816 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,721 $1.14M 0.04% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 17,473 $1.13M 0.79% -1,077 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 17,353 $1.12M <0.01% +6 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 16,733 $1.07M 0.23% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,230 $1.05M 0.05% -59 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 16,200 $1.04M 0.43% -5,250 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 16,400 $1.04M 0.41% -1,469 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 16,000 $1.03M 0.01% 0 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 15,570 $1M 0.44% -355 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 15,554 $1M 0.24% +11 13F-HR Timeline Kovack Advisors, Inc. 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