JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 25,550,595 $1.5B 0.1% +198,593 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 22,083,951 $1.3B 0.08% +1,605,281 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 9,899,709 $583M 0.04% +1,162,540 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 8,089,142 $476M 0.06% +1,396,444 13F-HR Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 7,525,339 $443M 10.1% +224,518 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 6,698,032 $394M 0.63% +946,532 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 5,451,794 $321M 0.05% -498,967 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 4,400,000 $259M 0.01% +250,000 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,390,569 $258M 4.67% +287,250 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,283,808 $252M 2.86% +369,920 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 3,961,733 $233M 0.38% +283,748 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,777,381 $222M 0.05% +6,615 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,357,619 $198M +22,064 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,345,831 $197M 0.05% +689,177 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 3,304,516 $194M 0.65% +142,009 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,263,978 $192M 0.06% +83,568 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,717,798 $160M 0.05% +389,135 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 2,470,830 $145M 5.78% -147,974 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,376,345 $140M 1.93% +55,328 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,348,346 $138M 0.03% -67,446 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,336,312 $137M 2.19% +188,599 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,096,549 $123M 0.02% +57,737 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,078,207 $122M 5.47% +34,725 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,994,135 $117M 0.13% +91,429 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,941,060 $114M 5.8% +62,114 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,925,396 $113M 1.27% +20,854 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,717,641 $101M 0.13% +102,595 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,615,766 $95.1M 2.14% +203,096 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,593,430 $93.8M 0.59% +89,899 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 1,592,397 $93.7M 0.07% +103,086 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,434,687 $84.5M 0.12% +194,116 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,311,756 $77.2M 1% +38,171 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,283,845 $75.4M 2.1% +50,986 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,270,773 $74.8M 1.54% +53,065 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,266,655 $74.5M 0.89% +905,529 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1,261,797 $74.2M 1.36% +394,286 13F-HR/A Timeline NEPC LLC More: the full row for NEPC LLC 1,226,718 $72.2M 1.9% 0 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 1,220,956 $71.9M 4.17% +45,307 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,218,458 $71.7M 0.61% +339,815 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,143,299 $67.3M 2.34% +1,056,439 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,131,010 $66.6M 0.09% +18,824 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,099,462 $64.7M 0.47% +57,803 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,095,184 $64.5M 0.87% -110,579 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,069,672 $63M 0.25% -21,302 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,067,982 $62.9M 0.07% -957,156 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,062,022 $62.5M 6.28% +27,279 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 1,047,642 $61.7M 1.24% +34,859 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,016,597 $59.8M 0.12% -19,903 13F-HR Timeline Group TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,010,356 $59.5M 3.86% +225,479 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,001,505 $58.9M 11.37% +26,862 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 943,038 $55.5M 12.02% +196,885 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 899,185 $52.9M 12.81% +38,264 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 894,469 $52.6M 10% +76,660 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 888,930 $52.3M 13.81% -55,969 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 879,579 $51.8M 6.04% +27,238 13F-HR Timeline Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 872,605 $51.4M -178,281 Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 871,626 $51.3M 0.04% -55,462 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 869,346 $51.2M 0.33% +42,859 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 865,757 $50.9M 0.45% -668,261 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 858,447 $50.5M 0.08% +219,913 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 854,477 $50.3M 0.13% -598,600 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 840,034 $49.4M 2.01% +469,566 13F-HR/A Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 819,368 $48.2M 11.19% +16,344 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 815,781 $48M 4.32% +64,267 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 810,718 $47.7M 21.26% +19,225 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 807,675 $47.5M 2.79% +64,570 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 767,539 $45.2M 9.29% +27,162 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 758,061 $44.6M 1.4% +25,234 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 748,400 $44M 4.92% +43,135 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 745,094 $43.8M 0.17% -9,743 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 734,575 $43.2M 4.08% +602,149 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 710,683 $41.8M 5.13% -100 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 700,760 $41.2M 0.05% +36,687 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 663,026 $37.9M 11.59% +264,373 13F-HR Timeline Group American Money Management, LLC More: the full row for American Money Management, LLC 629,869 $37.1M 6.19% +20,337 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 628,040 $37M <0.01% +41,356 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 627,317 $36.9M 0.63% -70,645 13F-HR Timeline Johns Hopkins University More: the full row for Johns Hopkins University 616,877 $36.3M 2.02% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 571,558 $33.6M 6.25% +17,715 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 546,639 $32.2M 4% +37,624 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 546,534 $32.2M 3.61% +26,645 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 546,103 $32.1M 11.82% +91,002 13F-HR Timeline Vernal Point Advisors, LLC More: the full row for Vernal Point Advisors, LLC 544,563 $32M 13.82% -118,630 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 539,055 $31.7M 0.6% +5,396 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 538,794 $31.7M 2.24% -319,988 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 537,211 $31.6M 1.53% -152,928 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 533,738 $31.4M 4.22% +19,242 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 532,301 $31.3M 0.37% +7,856 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 531,957 $31.3M 0.8% +18,053 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 529,421 $31.2M 5.22% +52,391 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 529,073 $31.1M 0.64% +6,546 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 524,754 $30.9M 0.01% +35,697 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 518,021 $30.5M 0.71% +17,018 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 512,714 $30.2M 0.72% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 501,567 $29.5M 0.02% -973,570 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 489,905 $28.8M +30,154 Timeline Haverford Trust Co More: the full row for Haverford Trust Co 489,480 $28.8M 0.26% +37,430 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 485,897 $28.6M 6.43% +864 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 482,038 $28.3M 0.04% -26,440 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 478,702 $28.2M 12.72% +18,993 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 462,737 $27.2M 0.35% +18,803 13F-HR Timeline Group Level Financial Advisors More: the full row for Level Financial Advisors 446,325 $26.3M 7.4% +27,155 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 438,551 $25.8M 5.99% +76,815 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 437,192 $25.7M 8.54% +29,456 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 430,511 $25.3M 11.22% +301,988 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 428,041 $25.2M 1.69% +39,568 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 427,291 $25.1M 1.49% +37,159 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 417,092 $24.5M 0.19% +41,669 13F-HR Timeline Group Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 413,919 $24.4M 3.5% +11,911 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 403,568 $23.7M 1.61% +18,303 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 397,023 $23.4M 1.32% +24,867 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 388,182 $22.8M 1.37% +25,711 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 385,731 $22.7M 2.04% +12,274 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 380,916 $22.4M 0.15% -4,970 13F-HR/A Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 364,778 $21.5M 3.75% +17,749 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 360,936 $21.2M 2.79% +33,415 13F-HR Timeline SHAH CAPITAL MANAGEMENT More: the full row for SHAH CAPITAL MANAGEMENT 356,528 $21M 3.75% -17,460 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 355,094 $20.9M 3.5% +12,280 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 345,623 $20.3M 0.05% +3,505 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 344,803 $20.3M 0.06% +28,614 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 341,599 $20.1M 1.85% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 323,997 $19.1M 0.28% -23,161 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 315,052 $18.5M 1.42% -15,196 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 231,320 $18.5M 5.75% +10,086 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 309,400 $18.2M 0.11% +4,691 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 308,243 $18.1M 0.37% +485 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 304,871 $17.9M 2.65% +29,517 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 301,187 $17.7M 1.59% +10,853 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 300,836 $17.7M 0.27% +65,256 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 298,935 $17.6M 0.3% +8,042 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 298,294 $17.6M 0.03% -1,176,896 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 296,817 $17.5M 2.82% +267,576 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 292,883 $17.2M 0.36% +28,794 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 284,791 $16.8M 0.86% +27,015 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 283,882 $16.7M 8.21% +98,047 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 281,813 $16.6M 0.18% 0 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 276,681 $16.3M 0.12% -5,283 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 270,854 $15.9M 0.73% -14,785 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 269,854 $15.9M 10.48% +9,035 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 269,000 $15.8M 8.33% +91,975 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 263,512 $15.5M 1.38% +42,851 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 261,477 $15.4M 0.57% +23,022 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 261,028 $15.4M -297,818 Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 254,511 $15M 2.47% -4,460 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 251,635 $14.8M 3.43% +6,171 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 249,724 $14.7M 0.96% +12,119 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 246,740 $14.5M 0.02% +3,122 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 245,192 $14.4M 1.58% +30,051 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 244,320 $14.4M 2.71% +42,244 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 243,710 $14.3M 0.13% +15,348 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 243,073 $14.3M 5.03% +11,362 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 240,480 $14.2M 0.07% +10,598 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 238,797 $14.1M 7.17% +91,687 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 235,286 $13.8M 3.56% +18,124 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 234,881 $13.8M 1.28% -2,050 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 231,279 $13.6M 14.73% +1,493 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 231,263 $13.6M 0.31% +17,212 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% 0 13F-HR Timeline Group American Assets Capital Advisers, LLC More: the full row for American Assets Capital Advisers, LLC 230,855 $13.6M 14.34% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 227,581 $13.4M 0.01% +66,870 13F-HR Timeline Group Kure Advisory, LLC More: the full row for Kure Advisory, LLC 224,576 $13.2M 8.16% +5,369 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 223,416 $13.1M 2.04% 13F-HR Timeline Investure, LLC More: the full row for Investure, LLC 222,200 $13.1M 0.81% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 221,277 $13M 3.73% -9,541 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 220,334 $12.9M 2.67% +47,520 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 219,304 $12.9M 1.02% +14,692 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 218,903 $12.9M 6.48% +8,422 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 218,103 $12.8M +4,156 Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 216,603 $12.7M 3.82% +13,835 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 209,786 $12.3M 0.19% +49,463 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 204,756 $12.1M 0.32% +48 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 203,433 $12M 4.41% +17,109 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 200,724 $11.8M 0.26% +25,483 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 198,150 $11.7M 0.29% +7,918 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 197,933 $11.6M 1.06% -1,534 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/ 197,746 $11.6M 0.01% +16,071 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 195,868 $11.5M 0.16% +20,412 13F-HR Timeline GEN Financial Management, INC. More: the full row for GEN Financial Management, INC. 193,066 $11.4M 9.8% -27,332 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 189,826 $11.2M 2.38% +17,636 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 188,432 $11.1M 0.14% -76,304 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 185,967 $10.9M 4.71% -2,223 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 185,231 $10.9M 0.88% -280,822 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 185,399 $10.9M 0.11% +5,385 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 182,500 $10.7M 2.94% -928 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 181,881 $10.7M 5.11% -3,439 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 180,445 $10.6M 0.12% -4,102,480 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. 180,033 $10.6M 0.03% -33,550 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 175,709 $10.3M 0.01% new 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 52,449 $10.3M 3.52% new 13F-HR Timeline Daiichi Life Group, Inc. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Group, Inc. 172,200 $10.1M 9.78% -124,600 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 171,396 $10.1M 1.16% -2,518 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 170,007 $10M 0.14% +5,230 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 169,240 $9.96M 3.16% -6,906 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 166,206 $9.78M 2.69% +8,242 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 165,352 $9.73M 1.72% -10,982 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 164,874 $9.7M 1.05% +440 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 162,404 $9.56M 0.6% +1,173 13F-HR Timeline Elite Financial, Inc. More: the full row for Elite Financial, Inc. 161,959 $9.51M 4.36% -9,125 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 159,191 $9.37M 5.49% +8,588 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 158,965 $9.36M 0.23% +9,597 13F-HR Timeline Group