BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,662,403 $8.49B 0.75% +324,166 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,125,779 $3.32B 0.25% +359,822 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,059,861 $1.12B 0.08% +35,515 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,799,195 $976M 0.22% -89,962 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,501,904 $815M 0.2% -12,688 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,292,568 $701M 0.27% -33,308 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 788,435 $428M 0.16% -7,484 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 726,684 $394M 5.16% +51,893 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 710,593 $385M 0.1% -5,063 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 702,605 $381M 0.09% -32,265 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 623,405 $338M 0.28% +50,870 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 525,628 $285M 6.81% -31,506 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 405,595 $220M 0.23% +8,263 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 388,135 $211M -18,551 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 350,938 $190M 0.26% -10,017 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 321,153 $174M 1.65% -3,366 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. 318,303 $173M 0.09% -3,546 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 261,864 $142M 0.28% +35,751 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 258,198 $140M 0.29% -8,413 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 250,036 $136M 0.38% +683 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 243,162 $132M 0.33% -311 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 223,550 $121M 0.17% -722 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 219,060 $119M 2.39% -86,860 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 212,000 $115M 10.31% -39,500 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 211,980 $115M 0.16% -17,991 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 204,727 $111M 0.72% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 169,701 $106M 8.42% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 181,478 $98.6M 0.22% -3,200 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 180,501 $97.9M 11.03% -1,419 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 169,500 $91.9M 0.2% +32,000 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 164,912 $89.4M 0.14% +6,123 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 161,206 $87.4M 0.32% -4,759 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 135,324 $73.4M 0.25% -12,645 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 133,501 $72.4M 0.07% +9,862 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 129,217 $70.1M 0.01% +14 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 123,754 $67.1M 12.7% +8,797 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 120,216 $65.2M 0.09% +1,579 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 118,199 $64.1M 2.05% -8,382 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 112,999 $61.3M 0.01% +305 13F-HR/A Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 111,687 $60.6M 1.56% -2,012 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 110,460 $59.9M 14.47% +1,398 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 103,968 $56.4M 0.3% -10,819 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 102,529 $55.7M 7.28% +5,843 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 96,804 $52.5M -5,868 Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 93,832 $50.9M 4.75% -1,591 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 89,058 $48.3M 2.07% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 88,980 $48.3M 0.34% -221 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 86,817 $47.1M 0.16% +5,562 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 83,421 $45.2M 0.27% +7,292 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 82,300 $44.6M 1.71% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 78,440 $42.5M 1.53% +5,913 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 77,332 $41.9M 0.32% -1,880 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 76,690 $41.6M 0.62% -1,026 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 74,921 $40.6M 0.17% -2,857 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 66,020 $40.5M 2.01% -202,660 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 73,664 $40M 0.07% +2,263 13F-HR Timeline Group SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 73,141 $39.7M 1.69% +56,819 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 70,731 $38.4M <0.01% +3,795 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 70,239 $38.1M +2,131 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 68,913 $37.4M +12,589 Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 68,278 $37M 0.02% -17,773 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 66,958 $36.3M 0.06% -4,700 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 65,721 $35.6M 0.22% +4,193 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 65,467 $35.5M 0.22% +2,838 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 63,617 $34.5M 0.51% +61 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 63,222 $34.3M 11.06% +3,568 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 63,045 $34.2M 8.52% -3,093 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 62,196 $33.7M 0.03% 0 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 57,021 $33.4M 6.57% +3,480 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 61,242 $33.2M 11.47% -693 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 60,991 $33.1M 1.22% +2,783 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 60,528 $32.8M 0.06% -11,331 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 59,296 $32.2M 0.36% -3,038 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 59,240 $32.1M 1.41% -5 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 59,052 $32M 2.07% +4,082 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 59,047 $32M 0.09% +37,357 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 57,708 $31.3M 0.89% +1,036 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 54,053 $29.3M 7.16% -84 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 51,618 $28M 0.25% -197 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 51,396 $27.9M 0.93% -1,484 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 51,088 $27.7M 3.74% -5,367 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 43,503 $26.5M 1.5% +34,552 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 48,357 $26.2M 0.01% +9,701 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 48,243 $26.2M 0.76% +2,100 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 47,632 $25.8M 0.21% +10,578 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 46,367 $25.1M 0.08% -1,239 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 44,896 $24.4M -2,159 Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 43,852 $23.8M 6.54% +765 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 43,388 $23.5M 0.94% -1,149 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 42,751 $23.2M 3.59% -802 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 42,351 $23M 0.02% +13,894 13F-HR/A Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 40,889 $22.8M 0.27% +35,847 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 41,817 $22.7M 7.01% -2,594 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 41,171 $22.4M 0.1% +1,186 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 40,648 $22M 0.27% -5,348 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 40,225 $21.8M 3.34% +483 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 40,150 $21.8M +6,048 Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 40,042 $21.7M 3.71% -5,766 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 39,972 $21.7M 0.03% +21,526 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 39,551 $21.5M 6.29% +1,177 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 39,207 $21.3M 0.06% +1,372 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 39,147 $21.2M 3.14% -3,254 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 38,313 $20.8M 3.41% -682 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 37,404 $20.3M 3.29% +2,171 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 36,879 $20M 3.53% -741 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 36,103 $19.6M 5.49% +1,171 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 35,292 $19.1M 1.42% -304 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 35,217 $19.1M 1.78% +837 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 35,172 $19.1M 0.71% +1,087 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 34,646 $18.8M 2.71% +100 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 34,289 $18.6M 0.04% -4,400 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 34,244 $18.6M 0.09% -2,252 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 34,075 $18.5M 3.3% -2,834 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 33,718 $18.3M 0.01% -1,707 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 33,449 $18.1M 0.04% -1,318 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 33,324 $18.1M 0.23% +9,364 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 32,855 $17.8M 0.09% -4,543 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 32,506 $17.6M 0.23% -60 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 31,981 $17.3M 1.23% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 31,595 $17.1M 1.13% +1,240 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,060 $16.8M 0.05% +719 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 30,926 $16.8M 0.52% +24,172 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 30,131 $16.3M 0.04% +7,878 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 29,461 $16M 0.45% -1,765 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 29,285 $15.9M 16.46% +5,051 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 28,837 $15.6M 1.46% +387 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 28,451 $15.4M 2.08% +4,264 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 27,976 $15.2M 3.61% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 27,607 $15M 5.14% +1,090 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 26,129 $14.6M 1.7% +668 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 26,880 $14.6M 8.64% +438 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 26,709 $14.5M 1.42% -622 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 26,056 $14.1M 1.16% -1,132 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,966 $14.1M 0.16% -349 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 25,909 $14.1M 0.14% -1,115 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 25,814 $14M 0.45% -1,085 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 24,960 $13.5M 0.14% +6,187 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,762 $13.5M 0.39% +13,807 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 24,726 $13.4M 0.25% -536 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 24,408 $13.2M 3.69% +910 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,903 $13M 0.01% +12,135 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 23,415 $12.7M 3.73% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,139 $12.5M 0.49% +3,167 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 22,910 $12.4M 4.64% -5,546 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 22,892 $12.4M 9.18% +112 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,693 $12.3M 5.74% -620 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 22,287 $12.1M 0.31% +2,957 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 22,273 $12.1M 3.85% -289 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 22,205 $12M 1.23% +80 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 22,066 $12M 0.06% +318 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 21,899 $11.9M 2.61% +6,010 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,784 $11.8M 0.68% -18 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 21,720 $11.8M 0.43% +646 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 21,621 $11.7M 0.01% +13,507 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21,616 $11.7M 5.67% +3,137 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 21,570 $11.7M 2.53% new 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 21,531 $11.7M 6.67% +891 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 21,230 $11.5M 0.28% +10,639 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 21,146 $11.5M 0.36% +7,986 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 21,080 $11.4M 3.52% -2,800 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 20,965 $11.4M 2.92% -637 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curi Capital, LLC More: the full row for Curi Capital, LLC 20,931 $11.4M 0.28% -2,333 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 20,878 $11.3M 0.1% +6,620 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 20,751 $11.3M 0.02% +3,430 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,595 $11.2M 0.49% -740 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 20,574 $11.2M 0.39% -853 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 20,538 $11.1M 1.86% +70 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20,403 $11.1M 1.56% -3,601 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 20,340 $11M 1.34% +4,772 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 20,169 $10.9M 8.88% -332 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 19,965 $10.8M 2.71% +52 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 19,800 $10.7M 2.55% -7,878 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 19,700 $10.7M 1.21% -506 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 19,510 $10.6M 0.32% -91 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 19,368 $10.5M 2.94% -416 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 18,244 $10.5M 2.4% +1,180 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,227 $10.4M 0.77% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 19,141 $10.4M 0.29% +1,175 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,924 $10.3M 0.2% -22,975 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 18,909 $10.3M 1.28% -1,564 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 18,861 $10.2M 4.43% -247 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,565 $10.1M 0.06% -607 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 19,709 $10M 1.74% +1,387 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,518 $10M 0.32% +379 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 18,474 $10M 0.25% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 18,296 $9.92M 2.52% -106 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 18,038 $9.78M 0.17% -435 13F-HR Timeline Group Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 18,035 $9.78M 3.66% +2 13F-HR/A Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 17,919 $9.76M 5.96% +566 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 17,850 $9.68M 6.94% +446 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 17,761 $9.63M 0.69% +63 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 17,724 $9.61M 2.34% +948 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 20,414 $9.6M 0.02% +3,071 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 17,640 $9.57M 0.06% +5,958 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 17,530 $9.51M 1.76% -443 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 17,264 $9.36M 0.52% +1,331 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 17,231 $9.35M 0.03% +4,760 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,130 $9.29M 0.01% +11,929 13F-HR Timeline Group SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 16,985 $9.21M +1,905 Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 16,936 $9.19M 5.37% +405 13F-HR Timeline