BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 115,992,557 $13.9B 0.89% +100,886,777 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 46,534,933 $5.42B 0.32% +40,104,180 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 17,388,472 $2.08B 0.11% +15,268,514 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,326,837 $1.47B 0.26% +10,793,441 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 11,854,060 $1.42B +10,298,454 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 10,335,429 $1.24B 0.28% +9,082,845 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 6,813,664 $814M 10.2% +5,990,317 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,683,406 $799M 0.22% +5,870,946 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 6,003,836 $718M 0.12% +5,277,037 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 5,144,774 $615M +4,492,504 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 4,852,350 $580M 0.12% +4,193,313 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 4,731,562 $566M 0.3% +4,107,038 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 3,651,091 $436M 0.42% +3,227,909 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,352,590 $401M +2,986,772 Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 3,327,214 $398M 2.98% +2,855,921 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 3,247,737 $388M 0.32% +2,838,037 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 2,787,472 $333M 0.3% +2,451,912 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 2,668,098 $319M 43.15% 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,421,267 $289M 1.41% +2,116,095 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,376,374 $284M 0.44% +2,076,697 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. 2,338,976 $280M 0.14% +2,040,692 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,335,977 $279M 0.54% +2,055,824 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,190,521 $262M 0.31% +1,928,139 13F-HR Timeline Group Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 2,172,703 $260M 52.12% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,082,247 $249M 0.03% +1,823,081 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,005,312 $240M 0.29% +1,755,500 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,791,427 $214M 0.19% +1,512,904 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,746,873 $209M 0.75% +1,528,257 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 1,637,816 $196M 0.83% +1,433,089 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,646,288 $189M 1.13% +1,433,561 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,534,304 $183M 0.23% +1,340,727 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,389,983 $166M 19.06% +1,227,341 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,382,213 $165M 0.2% +1,214,531 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,379,203 $165M 0.37% +1,211,850 13F-HR/A Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,378,210 $165M 13.48% +1,203,781 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,364,127 $163M 0.2% +1,188,535 13F-HR Timeline Group TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 1,352,000 $162M 14.77% +1,183,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Creative Planning in group Creative Planning More: the full row for Creative Planning 1,330,391 $159M 0.09% +1,170,588 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 1,250,145 $149M +1,095,469 Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,174,833 $140M 0.01% +1,039,041 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,095,198 $131M 0.23% +959,547 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 1,085,047 $130M 4.48% +949,642 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 1,034,424 $124M 0.36% +902,605 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,027,235 $123M 7.47% +899,479 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 957,077 $114M 0.23% +876,677 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 934,244 $112M 0.17% +818,183 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 912,145 $109M 2.22% +798,678 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 908,762 $109M +784,440 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 883,770 $106M 0.15% +769,520 13F-HR/A Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 849,662 $102M 6.14% +748,834 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 870,044 $99.2M 0.04% +774,986 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 870,728 $98.7M 18.58% +761,569 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 728,486 $87.1M 0.4% +637,962 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 712,463 $85.2M 2.55% +623,405 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 689,855 $82.5M 0.32% +595,572 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 679,952 $81.3M <0.01% +599,792 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 676,214 $80.8M 0.08% +582,256 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 658,400 $78.7M 2.11% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 651,104 $77.8M 0.03% +598,508 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 646,089 $77.2M 0.29% +571,924 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 644,542 $77M 0.03% +569,435 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 637,972 $76.3M 5.12% +557,165 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 623,857 $74.6M +546,267 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 617,483 $73.8M 2.19% +541,094 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 575,609 $68.8M 2.08% +500,833 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 574,522 $68.7M 0.79% +500,565 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 571,960 $68.4M 0.08% +509,014 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 502,036 $60M 12.75% +431,960 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 498,063 $59.5M 0.02% +433,267 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 492,797 $58.9M 0.3% +438,405 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 483,603 $57.8M 0.26% +421,755 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 483,407 $57.8M 14.85% +422,744 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 481,808 $57.6M +451,184 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 481,712 $57.6M 0.04% +465,647 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 560,526 $56.9M 0.1% +499,170 13F-HR Timeline Marks Wealth, LLC More: the full row for Marks Wealth, LLC 469,868 $56.2M 12.16% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 449,691 $53.7M 0.59% +393,126 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 446,871 $53.4M 7.9% +392,295 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 429,410 $51.3M 1.44% +370,836 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 424,608 $50.7M 4.6% +371,808 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 410,374 $49M 0.36% +362,411 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 404,951 $48.4M 0.22% +350,017 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 398,014 $47.6M +353,133 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 387,549 $46.3M 0.18% +340,716 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 387,394 $46.3M 0.14% +348,015 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 386,682 $46.2M +345,297 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 377,925 $45.2M 1.03% +329,998 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 368,011 $44M 0.18% +323,373 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 365,715 $43.7M 10.56% +319,742 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 359,136 $42.9M 0.19% +357,744 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 351,436 $42M 1.09% +304,127 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 349,907 $41.8M 0.5% +300,021 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 343,949 $41.1M 0.52% +300,880 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 343,516 $41.1M 0.55% +300,144 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 339,197 $40.5M 0.06% +297,552 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 331,585 $39.6M 1.4% +292,331 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 322,029 $38.5M 8.34% +280,814 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 311,534 $37.2M +270,253 Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 307,314 $36.7M 0.03% +271,770 13F-HR Timeline Group Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 306,389 $36.6M 3.59% +267,405 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 304,688 $36.4M 6.97% +265,926 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 302,309 $36.1M 0.11% +266,240 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 294,221 $35.2M 3.44% +257,412 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 292,783 $35M 2.55% +256,389 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 297,077 $34.8M 5.79% +256,214 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 284,640 $34M 0.07% +251,010 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 284,064 $34M 0.6% +254,081 13F-HR Timeline Group Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 277,415 $33.2M 7.65% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 275,462 $32.9M 0.59% +242,342 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 271,486 $32.4M 4.13% +237,006 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 271,246 $32.4M 4.22% +234,736 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 270,953 $32.4M 0.05% +212,653 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 266,045 $31.8M 6.09% +232,741 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 261,190 $31.2M 0.11% +229,765 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 255,848 $30.6M 1.43% +223,867 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 253,459 $30.3M 3.14% +221,286 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 253,028 $30.2M 3.77% +220,642 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 247,167 $29.5M 3.47% +216,636 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 241,401 $28.9M 0.07% +214,159 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 240,132 $28.7M 6.32% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 237,662 $28.4M 2.36% +208,466 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 236,514 $28.3M 10.33% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 236,352 $28.2M 0.27% +206,596 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 234,464 $28M 1.25% +205,013 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 233,082 $27.9M 0.48% +206,364 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 230,025 $27.5M 0.13% +205,357 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 226,984 $27.1M 0.23% +200,775 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 226,742 $27.1M 0.02% +198,418 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 225,217 $26.9M +197,236 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 224,450 $26.8M 0.42% +194,975 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 223,842 $26.8M 0.15% +194,726 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 223,584 $26.7M 6.5% +195,646 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 218,480 $26.1M 5.12% +191,170 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 217,178 $26M 0.64% +183,119 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 214,615 $25.7M 0.01% +163,414 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 213,443 $25.5M <0.01% +193,202 13F-HR Timeline Group Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 212,483 $25.4M 13.09% +187,558 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 212,382 $25.4M 0.17% +208,440 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 210,995 $25.2M 1.91% +184,587 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 208,680 $24.9M 0.43% +181,640 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 203,386 $24.3M 0.26% +177,450 13F-HR Timeline Group Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 203,251 $24.3M 10.8% +201,650 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 202,066 $24.2M 0.44% +174,999 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 214,232 $24.1M +112,500 Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 198,798 $23.8M 0.03% +174,791 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 197,992 $23.7M 0.96% +173,016 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 197,243 $23.6M 1.46% +172,132 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 195,191 $23.3M 1.57% +171,413 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 194,680 $23.3M 0.5% +168,386 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 193,882 $23.2M 15.12% +166,034 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 193,838 $23.2M 10.26% +169,481 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 193,280 $23.1M 0.36% +170,125 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 193,254 $23.1M 5.15% +171,000 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 191,433 $22.9M 0.09% +164,573 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 188,828 $22.6M 6.37% +164,836 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 188,807 $22.6M 1.63% +165,589 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 185,737 $22.2M 0.37% +161,521 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 184,664 $22.1M 4.29% +162,481 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 183,754 $22M 0.1% +160,803 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 180,863 $21.6M 7.94% +158,208 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 180,594 $21.6M 2.18% +156,405 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 179,907 $21.5M 4.29% +154,355 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 179,282 $21.4M 0.22% +157,322 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 177,612 $21.2M 3.28% +155,923 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 173,991 $20.8M 0.13% +151,420 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 171,937 $20.5M 0.21% +149,816 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 171,896 $20.5M 5.06% +151,237 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 170,231 $20.3M 0.36% +148,946 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 169,988 $20.3M 7.29% +148,706 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 169,610 $20.3M 3.5% +148,148 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 168,022 $20.1M 0.66% +147,562 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 167,193 $20M 0.09% +138,350 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 165,459 $19.8M 0.15% +148,801 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 165,024 $19.7M 0.47% +146,160 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 109,110 $19.7M 0.33% +82,740 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 164,416 $19.7M 1.42% +143,864 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 161,378 $19.3M 0.55% +140,498 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 159,986 $19.1M 5.02% +138,811 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 157,913 $18.9M 2.81% +156,830 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 156,663 $18.7M 3.72% +136,784 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 155,103 $18.5M 2.42% +133,553 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 154,898 $18.5M 6.41% +134,801 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 154,381 $18.5M 0.54% +135,186 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 154,016 $18.4M 1.13% +134,789 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 153,785 $18.4M 0.9% +133,532 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 152,962 $18.3M 3.08% +132,010 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 152,073 $18.2M 0.29% +132,884 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 151,829 $18.1M 9.7% +135,397 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 151,059 $18.1M 0.34% +131,412 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 150,205 $18M 0.2% +131,881 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 149,229 $17.8M 0.02% +131,589 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 147,000 $17.7M 2.62% +121,880 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 147,030 $17.6M 6.41% +131,397 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 147,008 $17.6M 2.24% +127,906 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 145,966 $17.4M 0.1% +132,660 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 145,441 $17.4M 1.4% +127,321 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 139,665 $16.7M 1.44% +122,275 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 139,555 $16.7M 0.07% +124,046 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 138,294 $16.5M 0.82% +120,897 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 136,652 $16.3M 2.39% +115,535 13F-HR Timeline