JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 25,352,002 $1.49B 0.1% -18,154,689 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 20,478,670 $1.2B 0.08% -1,775,262 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,737,169 $514M 0.04% +1,827,364 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,300,821 $429M 10.34% -235,091 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 6,692,698 $393M 0.05% +427,068 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,950,761 $350M 0.06% +391,184 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,751,500 $338M 0.59% +898,635 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,282,925 $252M 2.79% -67,500 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,150,000 $244M 0.01% -350,000 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,103,319 $241M 6.29% +243,362 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,913,888 $230M 2.88% +2,452,449 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,770,766 $222M 0.05% +672,960 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,677,985 $216M 0.39% +11,101 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,335,555 $196M +315,544 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,180,410 $187M 0.06% +526,654 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,162,507 $186M 0.64% -77,940 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,656,654 $161M 0.04% +23,754 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,618,804 $154M 6.17% -1,874,713 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,415,792 $142M 0.03% +607,671 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,328,663 $137M 0.05% +59,392 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,321,017 $136M 2.34% -48,740 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,147,713 $126M 2.22% +123,505 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,043,482 $120M 5.68% -2,261 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,038,812 $120M 0.02% -304,276 13F-HR/A Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,025,138 $119M 0.2% +12,136 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,904,542 $112M 1.32% -127,481 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,902,706 $112M 0.14% -143,283 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,878,946 $110M 6.07% +106,707 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,615,046 $94.9M 0.12% +381,678 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 1,534,018 $90.2M 0.84% +92,482 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,503,531 $88.4M 0.61% +90,610 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,489,311 $87.5M 0.07% +76,034 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 1,475,190 $86.7M 0.12% +358,341 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,475,137 $86.7M 0.06% +28,953 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 1,453,077 $85.4M 0.23% +1,449,600 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,412,670 $83M 2.04% +66,291 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,273,585 $74.9M 1.04% +10,157 13F-HR Timeline Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 1,251,534 $73.6M 3.44% -205,516 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,240,571 $72.9M 0.13% +31,627 13F-HR/A Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,232,859 $72.5M 2.26% -42,902 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 1,226,718 $72.1M 1.82% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,217,708 $71.6M 1.6% +38,861 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,205,763 $70.9M 1.16% +50,135 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,175,649 $69.1M 4.22% +17,816 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,128,270 $66.3M 4.42% +960,709 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 1,116,900 $65.7M 0.09% -617,800 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,112,186 $65.4M 0.1% +120,222 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,090,974 $64.1M 0.27% +73,622 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 1,050,886 $61.8M -109,210 Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,041,659 $61.2M 0.53% +8,314 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,036,500 $60.9M 0.13% +28,345 13F-HR/A Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,034,743 $60.8M 6.39% +9,674 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,012,783 $59.5M 1.35% +32,651 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 974,643 $57.3M 12.29% +25,352 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 944,899 $55.5M 15.3% +8,870 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 927,088 $54.5M 0.04% +850,557 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 878,643 $51.6M 0.54% +323,269 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 860,921 $50.6M 13.08% +16,218 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 858,782 $50.5M 3.82% +838,689 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 867,511 $50.3M 1.11% +392,985 13F-HR/A Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 852,341 $50.1M 6.28% +23,701 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 826,487 $48.6M 0.36% -196,428 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 817,809 $48.1M 9.84% +59,098 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 803,024 $47.2M 12.19% +103,867 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 791,493 $46.5M 22.03% +47,925 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 784,877 $46.1M 3.19% +9,841 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 754,837 $44.4M 0.19% +498 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 751,514 $44.2M 4.46% +29,769 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 746,153 $43.9M 10.53% +37,466 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 743,105 $43.7M 2.83% +82,680 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 740,377 $43.5M 9.59% -8,057 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 732,827 $43.1M 1.47% +40,620 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 710,783 $41.8M 5.29% -25,201 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 705,265 $41.5M 4.88% +39,521 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 697,962 $41M 0.73% -71,570 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 690,139 $40.6M 1.54% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 664,073 $39M 0.06% -21,014 13F-HR Timeline Group Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 663,193 $39M 22.74% -17,235 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 658,087 $38.7M 0.43% -27,993 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 638,534 $37.5M 0.08% -369,937 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 636,098 $37.4M 5.15% -106,428 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 616,877 $36.3M 1.92% 0 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 609,532 $35.8M 6.33% +43,769 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 586,684 $34.5M <0.01% +64,225 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 558,846 $32.8M -756,559 Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 557,492 $32.8M 1.62% +551,338 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 553,843 $32.6M 6.38% +40,552 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 533,659 $31.4M 0.63% +14,350 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 524,445 $30.8M 0.4% +14,116 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 522,527 $30.6M 0.7% +26,136 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 519,889 $30.6M 3.66% -44,354 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 514,496 $30.2M 4.18% +68,183 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 513,904 $30.2M 0.8% +66,586 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 512,714 $30.1M 0.81% -9,786 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 509,015 $29.9M 4.14% +15,840 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 508,478 $29.7M 0.05% -50,350 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 504,563 $29.7M 8.86% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 501,003 $29.4M 0.75% +45,164 13F-HR Timeline Franklin Resources group of 2 filers holding More: the full row for Franklin Resources 489,057 $28.7M +29,003 Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 485,033 $28.5M 6.96% +1,284 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 477,030 $28M 5.57% -308,935 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 466,053 $27.4M 2.19% +302,754 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 459,751 $27M +8,775 Timeline Cordant, Inc. More: the full row for Cordant, Inc. 459,709 $27M 13.04% +4,257 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 455,101 $26.8M 11.41% +8,601 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 452,050 $26.6M 0.25% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 443,934 $26.1M 0.36% -8,158 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 441,459 $25.9M 1.1% +142,804 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 419,170 $24.6M 7.67% -3,596 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 407,736 $24M 7.86% +68,958 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 402,008 $23.6M 3.64% +9,454 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 398,653 $23M 8.18% +185,903 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 390,132 $22.9M 1.44% +9,876 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 388,473 $22.8M 1.64% +13,389 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 385,886 $22.7M 0.16% +17,246 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 385,265 $22.6M 1.68% +8,560 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 375,423 $22.1M 0.2% +4,377 13F-HR Timeline Group SHAH CAPITAL MANAGEMENT More: the full row for SHAH CAPITAL MANAGEMENT 373,988 $22M 4.28% 0 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 372,156 $21.9M 1.3% +16,690 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 373,457 $21.9M 2.16% +18,006 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 370,468 $21.8M 1.02% +82,415 13F-HR/A Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 362,471 $21.3M 1.39% +1,854 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 361,736 $21.3M 5.49% +11,869 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 361,126 $21.2M 0.3% -683,234 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 350,257 $20.6M 0.05% +349,847 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 347,158 $20.4M 0.32% +2,005 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 347,029 $20.4M 3.74% +25,145 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 342,814 $20.2M 3.78% -3,785 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 342,118 $20.1M 0.06% -6,525 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 330,248 $19.4M 1.65% -28,948 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 327,521 $19.3M 2.8% +18,083 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 316,189 $18.6M 0.06% -4,829 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 314,278 $18.5M 0.33% -685,928 13F-HR Timeline SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 312,225 $18.4M 1% new 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 307,758 $18.1M 0.4% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 304,709 $17.9M 0.12% -8,139 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 301,650 $17.7M 3.41% -26,937 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 221,234 $17.6M 5.81% +219,937 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 296,800 $17.4M 20.4% +6,700 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 290,893 $17.1M 0.33% +284,875 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 290,334 $17.1M 1.63% +115,018 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 288,779 $17M 0.61% -392,252 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 285,639 $16.8M 0.82% +5,153 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 281,964 $16.6M 0.1% -48,920 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 281,813 $16.6M 0.18% +2,737 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 275,354 $16.2M 2.55% +9,273 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 264,736 $15.6M 0.22% +11,221 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 264,089 $15.5M 0.37% +90,380 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 260,819 $15.3M 12.47% +39,863 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 258,971 $15.2M 2.75% -6,378 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 257,776 $15.2M 0.85% +18,847 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 245,464 $14.4M 3.72% -8,625 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 244,484 $14.4M 0.24% +224,314 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 243,618 $14.3M 0.02% +17,608 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 238,455 $14M 0.58% 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 237,605 $14M 0.97% +6,969 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 237,388 $14M 0.17% -476 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 236,931 $13.9M 1.38% +21,276 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 235,580 $13.8M 0.28% +32,134 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 231,711 $13.6M 5.13% +28,436 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 230,855 $13.6M 1.09% +3,100 13F-HR Timeline Group American Assets Capital Advisers, LLC More: the full row for American Assets Capital Advisers, LLC 230,855 $13.6M 13.63% +3,100 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 230,818 $13.6M 3.94% -7,632 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 229,882 $13.5M 0.07% +38,888 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 229,786 $13.5M 14.93% +4,507 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 228,362 $13.4M 0.13% -43,132 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 222,200 $13.1M 1% 0 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 220,661 $13M 1.19% +61,986 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 220,398 $13M 10.59% -111,327 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 219,207 $12.9M 8.54% +13,862 13F-HR/A Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 217,162 $12.8M 3.6% +3,707 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 215,141 $12.6M 1.49% +25,724 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 214,051 $12.6M 0.32% +9,801 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. 213,583 $12.6M 0.04% -80,800 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 213,947 $12.5M +22,687 Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 210,481 $12.4M 6.91% +16,041 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 204,612 $12M 0.98% +4,502 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 204,708 $12M 0.35% +32 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 202,768 $11.9M 3.79% +2,166 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 202,076 $11.9M 2.38% +14,574 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 201,331 $11.8M 0.19% -67,626 13F-HR Timeline Group Unison Advisors LLC More: the full row for Unison Advisors LLC 199,467 $11.7M 1.31% +11,678 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 190,232 $11.2M 0.34% +25,003 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 188,190 $11.1M 4.96% +3,757 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 186,324 $11M 4.41% +2,101 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 185,320 $10.9M 5.78% -1,621 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 185,835 $10.9M 6.16% -30,554 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 183,428 $10.8M 2.81% +6,897 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/ 181,675 $10.7M 0.01% +63,170 13F-HR/A Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 180,054 $10.6M 6.56% +48,761 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 180,014 $10.5M 0.12% +14,879 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 177,025 $10.4M 7.41% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 176,334 $10.4M 1.95% -3,518 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 176,146 $10.4M 3.32% +4,953 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 175,605 $10.3M 5.1% +56,372 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 175,456 $10.3M 0.16% +9,216 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 175,241 $10.2M 0.28% +2,556 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 173,914 $10.2M 1.27% -4,596 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 172,531 $10.1M 3.03% new 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 172,190 $10.1M 2.45% +47,029 13F-HR Timeline