BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,329,782 $2.69B 0.2% +3,729,751 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,392,983 $485M 0.03% -1,181,735 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,319,551 $477M 0.03% +51,702 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,652,184 $293M 0.01% +32,070 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,015,075 $222M -102,374 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,667,624 $184M +34,162 Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,513,455 $167M 3.93% new 13F-HR Timeline Pictet Asset Management Holding SA in group Pictet Asset Management Holdi… More: the full row for Pictet Asset Management Holding SA 1,491,300 $165M 0.17% +214,700 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,402,404 $155M 0.03% +213,916 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,402,159 $155M 0.04% +141,881 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,348,241 $149M 0.03% +477,270 13F-HR/A Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,166,832 $129M 0.62% +260,055 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,081,805 $119M 0.24% -26,697 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,042,055 $115M 2.12% +10,272 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 792,456 $87.5M 0.02% -17,252 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 736,210 $81.2M 3.48% +40,685 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 665,645 $73.5M <0.01% -2,350 13F-HR/A Timeline Group WealthNavi Inc. More: the full row for WealthNavi Inc. 654,936 $72.3M 0.63% -37,596 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 654,205 $72.2M 12.29% +19,450 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 623,523 $68.8M 0.05% +129,098 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 609,035 $67.2M 0.25% -26,156 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 569,232 $62.8M 2.37% -153,037 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 485,165 $53.5M 0.47% +20,861 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 473,810 $52.3M 1.38% +19,162 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 466,675 $51.5M 0.01% +1,391 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 455,864 $50.3M 0.03% -17,568 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 451,433 $49.8M 0.03% +9,037 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 438,698 $48.4M 0.07% +86,958 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 434,073 $47.9M 1.31% +32,373 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 427,799 $47.2M 0.12% +278,111 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 427,438 $47.2M 0.05% +22,723 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 413,029 $45.6M 0.04% +58,280 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 394,233 $43.5M 3.16% -66,178 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 388,070 $42.8M 0.04% -21,158 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 385,936 $42.6M 0.15% -1,207 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 379,892 $41.9M 4.24% +9,355 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 379,074 $41.7M 0.12% +62,427 13F-HR Timeline CAPITOLIS LIQUID GLOBAL MARKETS LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for CAPITOLIS LIQUID GLOBAL MARKETS LLC 365,000 $40.3M 0.26% 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 362,700 $40M 0.03% 0 13F-HR Timeline Group Man Group plc in group Man Group plc More: the full row for Man Group plc 361,604 $39.9M 0.08% -208,686 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 358,504 $39.6M 0.01% +69,171 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 333,103 $36.8M 4.79% +7,133 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 324,094 $35.8M 0.04% +13,950 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 323,345 $35.7M 0.04% -93,800 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 309,639 $34.2M 0.02% -210,138 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 301,923 $33.3M 0.06% +24,437 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 298,592 $33M 1.59% -171,586 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 297,884 $32.9M 2.74% +10,807 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 270,514 $29.9M 0.35% +14,150 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 255,669 $28.2M 0.45% +131,485 13F-HR/A Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 243,726 $26.9M 0.03% 0 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 228,072 $25.2M 1.84% +19,430 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 214,432 $23.7M 9.52% +214,355 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 213,302 $23.5M <0.01% -254,830 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 209,372 $23.1M 0.5% -23,835 13F-HR/A Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 207,395 $22.9M 0.02% +34,391 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 277,560 $22.4M 10.38% -101,640 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 201,684 $22.3M 0.03% -38,343 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 188,405 $20.8M 0.11% -22,309 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 181,745 $20.1M 3.4% +5,460 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 179,953 $19.9M 1.73% +20,622 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 170,451 $18.8M 2.72% +1,662 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 162,607 $17.9M 5.11% -2,637 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 161,604 $17.8M 0.34% +157,824 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 157,504 $17.4M 0.03% new 13F-HR Timeline Passaic Partners LLC More: the full row for Passaic Partners LLC 155,596 $17.2M 2.08% -208,232 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 152,444 $16.8M 0.04% +1,178 13F-HR Timeline Group Ted Buchan & Co More: the full row for Ted Buchan & Co 147,132 $16.2M 5.9% +33,935 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 144,641 $15.9M 0.18% +11,099 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 140,209 $15.5M 1.9% +4,248 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 137,511 $15.2M 1.56% +134,280 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 135,693 $15M 0.04% -104,568 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 135,194 $14.9M 0.21% +2,700 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 134,085 $14.8M 0.34% -9,394 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 130,532 $14.4M 0.97% -2,667 13F-HR Timeline Marino Management, LLC More: the full row for Marino Management, LLC 126,194 $13.9M 2.54% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 121,374 $13.4M 4.02% +2,755 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 120,712 $13.3M 0.01% -35,366 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 120,173 $13.3M 1.52% -52,694 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 120,422 $13.2M 0.09% +12,213 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 119,047 $13.1M 0.02% -6,425 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 118,816 $13.1M 0.05% -66,032 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 118,547 $13.1M 0.02% new 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 118,383 $13.1M +13,301 Timeline DORVAL Corp More: the full row for DORVAL Corp 115,978 $12.8M 3.97% -59,148 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 115,620 $12.8M 2.65% +1,602 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 123,114 $12.6M 0.03% -56,626 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 114,441 $12.6M 1.45% +825 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 110,791 $12.2M 4.11% +1,597 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 110,029 $12.1M 0.01% -10,179 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 109,647 $12.1M 0.84% +4,394 13F-HR Timeline Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 107,767 $12M 1.51% +3,715 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 106,618 $11.8M 1.65% -9,258 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 105,500 $11.6M 0.03% -12,739 13F-HR/A Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 104,360 $11.5M 1.48% +772 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 90,807 $11.5M 8.03% +31,323 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 101,399 $11.2M 0.17% +655 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 100,838 $11.1M 1.37% -3,080 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 100,485 $11.1M 1.24% +26,104 13F-HR Timeline Group Verger Capital Management LLC More: the full row for Verger Capital Management LLC 99,195 $10.9M 3.23% -3,526 13F-HR Timeline Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 98,800 $10.9M 0.63% new 13F-HR/A Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 97,784 $10.8M 0.34% new 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 97,643 $10.8M 2.5% +3,124 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 93,131 $10.3M 5.8% +443 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,365 $10.1M 0.05% +8,941 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 90,764 $10M 0.01% 0 13F-HR Timeline Group MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 90,732 $10M 2.49% -52,915 13F-HR Timeline SCHOOL EMPLOYEES RETIREMENT BOARD OF OH… More: the full row for SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 89,915 $9.92M 4.05% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 89,037 $9.83M 0.05% +3,866 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 88,228 $9.74M 1.45% +15,731 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 87,557 $9.66M 0.01% -17,697 13F-HR Timeline Financial Enhancement Group LLC More: the full row for Financial Enhancement Group LLC 86,652 $9.66M 1.2% +2,682 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 86,778 $9.58M 5.21% +8,904 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 85,436 $9.43M 0.39% +62,752 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 84,914 $9.37M 0.01% -49,590 13F-HR Timeline Group Hillcrest Wealth Advisors - NY, LLC More: the full row for Hillcrest Wealth Advisors - NY, LLC 83,245 $9.19M 3.72% +14,210 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 81,621 $9.01M +11,196 Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 80,127 $8.84M 1.2% +4,393 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 79,120 $8.7M <0.01% +68,945 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 77,533 $8.56M 1.06% +21,192 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 77,002 $8.5M 1.1% +4,749 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 76,291 $8.42M 0.07% -4,880 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 76,765 $8.42M <0.01% +10,499 13F-HR Timeline Group FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 75,812 $8.37M 0.55% -1,605 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 75,693 $8.35M 5.79% -1,396 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 74,894 $8.27M 1.34% -890 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 72,435 $8.07M 3.93% +2,507 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 73,080 $8.07M 0.62% +5,000 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 72,535 $8M 1.73% -11,909 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 72,252 $7.97M 0.72% +48,487 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 71,076 $7.84M +3,058 Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 69,063 $7.62M 0.11% -2,797 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 66,537 $7.34M 0.01% +406 13F-HR Timeline Group Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 65,874 $7.27M 0.47% -10,672 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 65,554 $7.23M 1.52% -333 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 64,539 $7.12M 0.07% +10,403 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 64,420 $7.11M 0.13% +8,343 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 63,700 $7.03M 0.01% +3,400 13F-HR Timeline STERLING INVESTMENT ADVISORS LLC /ADV More: the full row for STERLING INVESTMENT ADVISORS LLC /ADV 63,188 $6.97M 3.35% +2,127 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 63,009 $6.95M 1.66% new 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 62,539 $6.9M 1.4% +6,103 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 62,209 $6.87M 1.19% +4,263 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 62,208 $6.87M 0.01% -2,991 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 61,856 $6.83M 0.05% +16,632 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 60,632 $6.69M 2.7% +3,407 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 59,136 $6.53M 0.39% +10,217 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 58,548 $6.46M 2.96% +2,565 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 58,437 $6.45M 0.35% -1,177 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 56,764 $6.26M 4.17% +366 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 55,847 $6.16M 0.61% +296 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 55,689 $6.15M 0.06% -1,972 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 55,440 $6.12M +45,787 Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 55,325 $6.11M 0.6% +2,792 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 55,242 $6.1M 2.83% +6,335 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 55,053 $6.08M 5.27% +39,112 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 54,737 $6.04M 0.93% +1,533 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 54,555 $6.02M 0.54% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 54,452 $6.01M <0.01% -6,213 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 53,614 $5.92M 0.11% +19,201 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 53,462 $5.9M 0.05% +2,182 13F-HR Timeline Group Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 53,340 $5.89M 1.13% -264 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 53,027 $5.85M 4.42% -296 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 52,029 $5.74M 0.13% +925 13F-HR Timeline Group Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 51,505 $5.68M 3.76% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 51,466 $5.68M 0.19% +1,410 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50,714 $5.6M 0.1% +857 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 49,683 $5.48M 0.12% +3,692 13F-HR/A Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 49,611 $5.48M 0.64% +34,384 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 49,214 $5.43M +7,220 Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 49,047 $5.41M 0.07% +1,391 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 47,735 $5.27M 1.07% +832 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 47,037 $5.19M 0.03% +6,223 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 46,842 $5.17M 0.02% -11,944 13F-HR/A Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 46,605 $5.14M 1.16% +2,311 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 46,413 $5.12M 0.01% -166 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 46,338 $5.11M 1.19% -7 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 46,300 $5.11M 5.9% -48,900 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 45,421 $5.06M 0.11% +17,821 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 43,577 $4.81M 3.27% +75 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 43,106 $4.76M 0.06% +8,594 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 42,338 $4.66M 0.01% -36,163 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 42,151 $4.65M 0.01% +9,732 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 41,402 $4.57M 0.03% +2,851 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40,849 $4.51M 0.12% +1,089 13F-HR Timeline MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 40,346 $4.45M 2.41% -2,229 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 40,174 $4.43M 0.01% +807 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 40,165 $4.43M 0.1% +1,280 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 40,119 $4.43M 2.4% +1,812 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 42,378 $4.41M 0.01% +3,400 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 39,529 $4.36M 0.02% +7,799 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 39,231 $4.33M 3.93% +1,555 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 38,744 $4.28M 0.01% +5,931 13F-HR Timeline Group Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 38,544 $4.25M 3.54% 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 38,141 $4.21M 0.94% -4,972 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 37,534 $4.14M 0.74% +17,993 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 37,330 $4.12M 0.37% +3,223 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 37,032 $4.09M 0.02% +4,472 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 36,841 $4.08M 1.6% +10,234 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 36,366 $4.01M <0.01% -1,582 13F-HR Timeline Group Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 35,864 $3.99M 2.56% +1,252 13F-HR Timeline