BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,338,237 $9.54B 0.88% -549,221 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 5,765,957 $3.59B 0.28% +271,622 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,024,346 $1.26B 0.09% +9,865 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,889,157 $1.17B 0.26% +72,017 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,514,592 $942M 0.23% +144,217 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,325,876 $824M 0.34% +137,134 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 795,919 $495M 0.18% 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 734,870 $457M 0.1% -14,731 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 715,656 $445M 0.11% -54,993 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 674,791 $420M 6.87% +510,798 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 572,535 $356M 0.3% +21,847 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 557,134 $346M 6.77% +47,529 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 406,686 $253M -74,914 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 397,332 $247M 0.26% +7,196 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 360,955 $224M 0.31% +28,815 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 324,519 $202M 1.92% -16,714 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. 321,849 $200M 0.13% -5,055 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 305,920 $190M 3.88% +271,345 13F-HR Timeline SRB CORP in group SRB CORP More: the full row for SRB CORP 272,826 $170M 9.73% +139,176 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 268,680 $167M 7.24% -15,864 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 266,611 $166M 0.36% -2,646 13F-HR Timeline Group TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 251,500 $156M 12.68% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 249,353 $155M 0.43% +6,369 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 243,473 $151M 0.39% +14,068 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 229,971 $143M 0.2% +229,857 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 226,113 $141M 0.29% -5,224 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 224,272 $139M 0.2% +4,173 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 204,727 $130M 0.79% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 184,678 $115M 0.26% -12,930 13F-HR/A Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 181,920 $113M 11.85% -1,425 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 169,701 $106M 8.42% +5,097 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 165,965 $103M 0.35% -2,736 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 158,789 $98.7M 0.15% -296 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 147,969 $92M 0.31% +3,173 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 137,500 $85.5M 0.2% +62,800 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 129,203 $80.3M 0.01% +7,273 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 126,581 $78.7M 2.44% +3,759 13F-HR Timeline Group Madison Asset Management, LLC group of 2 filers holding More: the full row for Madison Asset Management, LLC 124,668 $77.5M +53,234 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 123,639 $76.9M 0.07% -901 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 118,637 $73.8M 0.09% +1,379 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 114,957 $71.5M 13.55% +4,421 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 114,787 $71.4M 0.35% -7,051 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 113,699 $70.7M 1.81% -457 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 112,694 $70.1M 0.01% +2,298 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 109,062 $67.8M 15.54% -165 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 102,672 $63.8M +11,892 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 99,718 $62M 0.05% -9,575 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 96,686 $60.1M 6.71% +2,396 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 95,423 $59.3M 5.51% -1,108 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 89,058 $55.4M 2.13% -1,617 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 89,201 $55.3M 0.35% -7,924 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 86,051 $53.5M 0.02% -17,143 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 82,300 $51.2M 1.89% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 81,255 $50.5M 0.17% +4,951 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 79,212 $49.3M 0.37% +22,857 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 77,778 $48.4M 0.2% +6,387 13F-HR/A Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 77,716 $48.3M 0.7% -1,619 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 76,129 $47.3M 0.3% +2,076 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 72,527 $45.1M 1.55% -6,984 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 71,859 $44.7M 0.09% +11,369 13F-HR/A Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 71,401 $44.4M 0.07% +1,854 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 68,108 $42.3M +59,861 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 71,658 $41.9M 0.07% -9,220 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 66,936 $41.6M <0.01% +2,563 13F-HR Timeline Group Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 66,138 $41.1M 10.19% +2,090 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 63,556 $39.5M 0.54% -23 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 62,629 $38.9M 0.24% -1,047 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 62,196 $38.7M 0.04% +3,770 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 61,935 $38.5M 12.31% +192 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 61,528 $38.3M 0.22% -477 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 59,654 $37.1M 12.05% -11 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 59,245 $36.8M 1.49% +33 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 58,208 $36.2M 1.33% -1,380 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56,672 $35.2M 1.01% +25,446 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 56,455 $35.1M 4.51% -2,351 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 56,324 $35M +901 Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 55,304 $34.6M 3.75% +1,052 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 54,970 $34.2M 2.18% -692 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 54,137 $33.7M 8.21% +693 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 53,541 $33.3M 6.96% -3,480 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 52,880 $32.9M 1.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,815 $32.2M 0.29% -1,259 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 47,606 $29.6M 0.09% +1,713 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 47,055 $29.3M -2,326 Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46,143 $28.7M 0.8% +19 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 45,996 $28.6M 0.31% -913 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 45,808 $28.5M 4.69% -608 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 44,537 $27.7M 1.06% -32 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 44,411 $27.7M 8.29% -468 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 43,553 $27.1M 3.84% -9,204 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 43,087 $27M 7.2% +1,273 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 42,401 $26.4M 3.8% -406 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 41,899 $26.1M 0.49% -3,976 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 39,985 $24.9M 0.11% -766 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 39,742 $24.7M 3.91% +2,373 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 38,995 $24.2M 3.88% -514 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 38,689 $24.1M 0.05% -129 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 38,656 $24M 0.01% +3,327 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 38,374 $23.9M 6.9% +946 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 37,835 $23.5M 0.07% +1,125 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 37,620 $23.4M 4.16% +338 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 37,398 $23.3M 0.11% +4,974 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 37,054 $23M 0.22% +1,997 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 36,909 $23M 4.03% -720 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 36,496 $22.7M 0.11% -6,592 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 35,596 $22.1M 1.62% -627 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 35,425 $22M 0.02% -5,904 13F-HR Timeline Group Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 35,233 $21.9M 3.48% +687 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 34,932 $21.7M 6.1% +1,253 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,767 $21.5M 0.05% -134,917 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 34,546 $21.5M 3.16% -582 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 34,380 $21.4M 1.96% +1,694 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 34,102 $21.2M -1,406 Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,085 $21.2M 0.75% -1,733 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 32,566 $20.2M 0.27% +6,268 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 31,981 $19.9M 1.39% 0 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 31,226 $19.4M 0.59% -2,194 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 30,355 $18.9M 1.21% +505 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 30,341 $18.9M 0.06% +380 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 28,457 $17.7M 0.02% +8,189 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 28,456 $17.7M 6.31% +1,666 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 28,450 $17.7M 1.65% -242 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 27,976 $17.4M 3.76% -86 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 27,678 $17.2M 2.7% +680 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 27,331 $17M 1.66% -48 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 27,188 $16.9M 1.36% +220 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 27,024 $16.8M 0.16% +895 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 26,899 $16.7M 0.49% -2,430 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 26,517 $16.5M 5.54% +3,576 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 26,442 $16.4M 9.17% -871 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 26,315 $16.4M 0.19% +2,026 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 25,461 $16.3M 1.85% -896 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 25,262 $15.7M 0.28% -1,851 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 24,234 $15.1M 14.72% +2,242 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 24,187 $15M 1.96% +2,239 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 24,004 $14.9M 2.06% -50 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 23,960 $14.9M 0.31% -726 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 23,880 $14.8M 4.78% +392 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 23,854 $14.8M 3.89% -1,883 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,498 $14.6M 4.23% 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 23,415 $14.6M 3.85% 0 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 23,313 $14.5M 6.73% +69 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 23,264 $14.5M 0.33% -169 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 22,780 $14.2M 9.77% 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 22,562 $14M 4.38% -216 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,253 $13.8M 0.04% -2,441 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 22,125 $13.8M 1.42% -917 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 21,933 $13.6M 3.3% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,802 $13.6M 0.75% -545 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,748 $13.5M 0.07% +687 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 21,690 $13.5M 0.04% +2,565 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 21,602 $13.4M 3.45% -337 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 21,580 $13.4M 5.12% +310 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 21,427 $13.3M 0.48% -36 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,335 $13.3M 0.6% +706 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 21,151 $13.2M 0.23% -1,229 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,074 $13.1M 0.47% +3,079 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 20,640 $12.8M 7.62% +386 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 20,501 $12.7M 10.02% -905 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 20,473 $12.7M 1.62% -1,042 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 20,468 $12.7M 2.09% -185 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 20,206 $12.6M 1.36% -112 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,972 $12.4M 0.48% +4,543 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 19,913 $12.4M 3.07% -252 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 19,784 $12.3M 3.23% -187 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,601 $12.2M 0.4% -1,379 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,227 $12M 0.87% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 19,330 $11.9M 0.29% +1,422 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19,172 $11.9M 0.07% -211 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 19,108 $11.9M 5.25% +137 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 18,773 $11.7M 0.13% +3,210 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 18,597 $11.6M 5.79% +17,958 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 18,479 $11.5M 5.35% +400 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 18,474 $11.5M 0.27% +12,694 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 18,446 $11.5M 0.01% +18,424 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 18,402 $11.4M 2.91% +108 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 18,322 $11.4M 1.84% +1,211 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,320 $11.4M 0.15% +17,500 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 18,473 $11.3M 0.19% -1,328 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,139 $11.3M 0.35% +372 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 18,033 $11.2M 4.08% 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 17,973 $11.2M 1.8% -825 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17,966 $11.2M 0.31% -1,299 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 17,698 $11M 0.77% -383 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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