BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,451,315 $368M 0.02% +487,016 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,410,659 $212M 0.01% -177,020 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 989,172 $149M -46,639 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 903,691 $136M 0.02% -73,655 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 845,537 $127M 0.03% +27,227 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 797,265 $120M 0.23% -10,385 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 614,009 $92.2M 5.58% -106,521 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 530,314 $79.6M 0.01% +36,996 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 517,455 $77.7M 0.06% +20,089 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 490,537 $73.6M 0.02% -76,278 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 392,086 $58.9M 0.74% +38,067 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 372,081 $55.9M 0.53% +3,636 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 312,646 $46.9M 0.04% +11,209 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 259,891 $39M 0.04% -40,891 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 251,027 $37.7M 0.09% -1,473 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 229,440 $34.4M 0.7% +69,496 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 224,509 $33.7M 0.04% -11,733 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 217,849 $32.7M 0.01% -98,169 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 212,685 $31.9M 0.01% -4,934 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 203,889 $30.6M 0.02% -19,886 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 193,821 $29.1M 0.03% -9,688 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 187,545 $28.2M 1.31% +5,834 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 169,158 $25.4M 2.58% +5,914 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 161,826 $24.3M 0.35% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 145,342 $21.8M 0.38% -502 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 140,332 $21.1M 0.03% -5,446 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 139,010 $20.9M 0.03% -5,685 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 132,853 $19.9M 0.04% -6,284 13F-HR/A Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 116,824 $17.5M 1.48% -380 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 108,477 $16.3M 0.02% -25,541 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 105,222 $15.8M 0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 101,935 $15.4M <0.01% +7,618 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. 100,926 $15.2M 0.01% -3,368 13F-HR Timeline Group ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 100,242 $15M 7.33% -8,364 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 93,592 $14.1M 0.02% -4,730 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 84,927 $12.8M 5.27% -57 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 83,838 $12.6M <0.01% +54,727 13F-HR Timeline Group CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 79,777 $12M 1.83% +1,739 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 79,125 $11.9M 0.01% +4,197 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 76,808 $11.5M 3.95% -7,494 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 73,878 $11.1M -2,314 Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 70,139 $10.5M 0.91% -12,850 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 69,600 $10.4M 1.29% +14,400 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 65,083 $9.77M 0.87% +370 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 64,089 $9.62M 0.53% +94 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 61,997 $9.31M 1.3% +2,628 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 61,534 $9.24M 0.03% +1,960 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 61,464 $9.23M 0.06% +58,163 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 59,534 $8.94M 0.03% +10,633 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 58,645 $8.8M 0.01% -845 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 56,938 $8.55M 0.01% -117,328 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 55,300 $8.3M 0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 55,136 $8.28M 0.04% -6,530 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 52,935 $7.95M 1.48% -5,394 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 50,901 $7.73M 1.58% +11,365 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 49,652 $7.45M 0.02% +1,292 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 48,813 $7.42M <0.01% +6,203 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 49,184 $7.38M 0.04% +39,414 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 47,440 $7.12M 0.21% -2,328 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 46,178 $6.93M 0.01% +913 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 45,967 $6.9M 1.02% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 45,277 $6.8M 0.07% -235 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 45,175 $6.79M 0.1% +11,062 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 43,488 $6.53M 0.01% +9,405 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 42,920 $6.44M 0.02% -5,807 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 42,745 $6.42M 0.01% +6,118 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 42,573 $6.39M 0.01% +19,801 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 42,540 $6.39M 0.06% +4,883 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 42,020 $6.31M 0.06% +1,454 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 41,521 $6.23M 1.77% -5,433 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 41,460 $6.22M 0.01% +41,229 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 41,043 $6.16M 0.06% -7,452 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 40,677 $6.11M 1.36% +386 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 38,484 $5.78M 0.01% +4,477 13F-HR Timeline Group Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 38,044 $5.71M 1.6% -2,816 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 37,063 $5.62M 0.77% -7,965 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 37,024 $5.56M 0.23% -14,449 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 36,816 $5.53M 0.55% -39,974 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 35,822 $5.38M 0.43% -94 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34,852 $5.23M 0.02% -34,079 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 34,692 $5.21M 0.02% -2,276 13F-HR Timeline Group GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 34,639 $5.2M 2.1% +3,144 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 34,265 $5.14M 2.02% -1,378 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 33,841 $5.08M <0.01% +18,783 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 32,961 $4.95M 0.5% -250 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 32,531 $4.88M 0.32% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 32,252 $4.84M 0.4% +1,948 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 32,074 $4.82M 0.37% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 31,906 $4.79M 0.02% -5,204 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 31,884 $4.79M 0.01% -1,890 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 30,284 $4.55M 0.13% +1,665 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 29,890 $4.49M 0.07% -430 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 29,713 $4.46M <0.01% +5,735 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 28,768 $4.32M 0.11% new 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 28,483 $4.28M <0.01% -394 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 30,473 $4.23M 0.01% -2,641 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,752 $4.17M 0.04% -9,937 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 27,171 $4.08M 0.11% +769 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 27,099 $4.07M 0.01% +2,416 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 26,932 $4.04M 0.02% -21,652 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,815 $4.03M 0.08% +350 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 26,671 $4M 1.4% +3,547 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 26,520 $3.98M 1.61% +56 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 26,418 $3.97M 2.13% -1,005 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 26,342 $3.96M 0.01% -384 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 25,978 $3.9M <0.01% -12,044 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 25,743 $3.86M 0.04% +333 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 25,657 $3.85M <0.01% new 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 25,412 $3.82M 0.72% -354 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 25,298 $3.8M 2.78% -230 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 24,544 $3.68M 1.1% +1,995 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 24,029 $3.61M 0.09% +21,084 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 23,694 $3.56M 0.12% 0 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 23,576 $3.54M 1.99% +2,208 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 23,274 $3.49M 1.53% +457 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 23,176 $3.48M 1.37% +94 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 22,856 $3.43M 0.04% +13,870 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 22,821 $3.43M 0.05% -1,336 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22,350 $3.36M 0.37% +3,229 13F-HR/A Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,283 $3.35M 0.02% -56,474 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 22,076 $3.31M <0.01% -723 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 21,933 $3.29M 0.06% -813 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 21,748 $3.27M 2.34% -10,661 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 21,692 $3.26M 1.69% -27,520 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 21,605 $3.24M 0.04% -1,804 13F-HR Timeline Group My Personal CFO, LLC More: the full row for My Personal CFO, LLC 21,496 $3.23M 1.26% +40 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 21,082 $3.17M -14,011 Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 20,781 $3.12M <0.01% new 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 20,738 $3.11M 0.04% +9,687 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 20,287 $3.05M 1.74% 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 20,072 $3.01M 2.56% +50 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 19,860 $2.98M 0.02% +1,728 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 19,616 $2.94M 0.67% -6,094 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 19,491 $2.93M 0.02% +178 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 19,415 $2.91M 0.68% +1,991 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 19,341 $2.9M 0.12% +4,912 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 19,331 $2.9M 0.01% -148 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 18,141 $2.72M 0.54% -2,887 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 18,095 $2.72M 0.57% -43 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 18,094 $2.72M 0.11% -486 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 17,920 $2.69M 0.04% 0 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 17,854 $2.68M 1.23% +70 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,483 $2.62M 0.01% +4,508 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 17,471 $2.62M 0.03% +14,299 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 15,170 $2.6M 0.04% -2,246 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 16,889 $2.54M <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 16,804 $2.52M 0.05% -2,539 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 16,751 $2.51M 0.01% -3,775 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 16,629 $2.5M -8,955 Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 15,521 $2.5M 0.5% -55 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 15,314 $2.49M 0.01% +7,929 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,746 $2.36M 0.08% +8,910 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 15,654 $2.35M 0.16% -274 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 15,334 $2.3M 0.01% +1,277 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 15,327 $2.3M 0.02% -5,324 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 14,998 $2.25M 0.55% +325 13F-HR Timeline Capital Wealth Alliance, LLC More: the full row for Capital Wealth Alliance, LLC 14,695 $2.21M 1.02% -975 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 14,678 $2.2M 0.06% -643 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 14,602 $2.19M 2.1% -245 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,495 $2.18M 0.01% +972 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,487 $2.17M 0.04% +769 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,381 $2.16M 0.09% +819 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 14,329 $2.15M <0.01% -3,325 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 13,983 $2.1M 0.63% -242 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,897 $2.09M 0.01% -16,010 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 13,860 $2.08M 1.24% -13,860 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 13,855 $2.08M 0.01% +6,551 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 13,714 $2.06M <0.01% -1,685 13F-HR Timeline Group Elite Financial, Inc. More: the full row for Elite Financial, Inc. 13,175 $1.98M 0.8% -1,249 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 13,137 $1.97M 0.03% 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 13,123 $1.97M 1.58% +294 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 12,903 $1.94M 0.68% -362 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,819 $1.92M 0.01% +24 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,784 $1.92M 0.12% -394 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 12,737 $1.91M 0.37% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 12,575 $1.89M 0.29% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 12,627 $1.88M 0.15% -78 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 12,493 $1.88M 0.48% -434 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 12,485 $1.87M 0.22% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 12,175 $1.83M 0.41% -1,854 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,068 $1.81M 0.05% -21 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 11,911 $1.79M 1.15% +237 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 11,768 $1.77M 0.08% +182 13F-HR Timeline STAPP WEALTH MANAGEMENT, PLLC More: the full row for STAPP WEALTH MANAGEMENT, PLLC 11,530 $1.73M 2.26% +60 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 11,510 $1.73M 0.02% -1,427 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 11,483 $1.72M 0.02% +1,447 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 11,307 $1.7M 0.09% +3 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 11,012 $1.65M 1.62% +1 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,009 $1.65M <0.01% -3,783 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 10,979 $1.65M 0.05% +836 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,937 $1.64M 0.1% -195 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 10,707 $1.61M 1.15% -1,480 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 9,220 $1.59M 0.08% +84 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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