BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,400,220 $10.2B 0.82% -262,183 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,192,082 $4.11B 0.28% +66,303 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,053,228 $1.36B 0.09% -6,633 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,796,699 $1.19B 0.25% -2,496 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,532,384 $1.02B 0.22% +30,480 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,216,227 $807M 0.27% -76,341 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 839,978 $557M 0.19% +51,543 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 781,415 $518M 10.68% +255,787 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 735,199 $488M 0.12% +24,606 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 726,703 $482M 0.09% +24,098 13F-HR/A Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 719,548 $477M 5.46% -7,136 13F-HR Timeline Group CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 685,276 $455M 4.93% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 660,567 $438M 0.32% +37,162 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 411,061 $273M 0.27% +5,466 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 393,820 $261M +5,685 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 368,188 $244M 0.31% +17,250 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 320,870 $213M 0.14% +2,567 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 317,532 $211M 1.74% -3,621 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 274,197 $182M 0.31% +12,333 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 257,863 $171M 0.31% -335 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 250,746 $166M 0.36% +7,584 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 246,010 $163M 0.43% -4,026 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 229,419 $152M 0.2% +5,869 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 219,060 $145M 2.63% 0 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 212,000 $141M 13.2% 0 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. 211,894 $141M 0.18% -86 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 204,727 $136M 0.79% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 193,722 $128M 6.62% +127,702 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 192,094 $127M 0.23% +10,616 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 183,335 $122M 0.18% +18,423 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 179,759 $119M 13.23% -742 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 156,223 $104M 0.32% +20,899 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 149,059 $98.9M 0.34% -12,147 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 148,348 $98.4M 7.45% -21,353 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 143,646 $95.3M 15.62% +19,892 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 140,772 $93.4M 0.08% +7,271 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 130,896 $86.8M 0.01% +1,679 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 130,770 $86.7M 0.01% +17,771 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 119,637 $79.4M 0.1% -579 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 116,052 $77M 1.79% +4,365 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 109,872 $72.9M 16.77% -588 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 104,392 $69.2M +7,588 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 103,220 $68.5M 0.31% -748 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 99,210 $65.8M 6.87% -3,319 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 92,168 $61.1M 0.38% +3,188 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 90,731 $60M 2.16% -27,468 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 90,146 $59.8M 5.1% -3,686 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 89,058 $59.1M 2.11% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 88,381 $58.6M 0.31% +4,960 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 85,822 $56.9M 0.16% -995 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 82,749 $54.9M +13,836 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 82,427 $54.7M 1.83% +3,987 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 82,300 $54.6M 1.94% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 80,558 $54.3M 0.09% +20,030 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 78,035 $51.8M 0.2% +3,114 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 77,371 $51.3M 0.73% +681 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 76,223 $50.6M 0.35% -1,109 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 72,649 $48.2M 0.07% -1,015 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 71,470 $47.4M +1,231 Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 70,378 $46.7M 0.06% +3,420 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 68,576 $45.5M <0.01% -2,155 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 66,532 $44.1M 0.1% +7,485 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 66,217 $43.9M 0.24% +496 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 65,652 $43.5M 2.51% +6,600 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 64,473 $42.8M 11.04% +1,251 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 63,613 $42.2M 9.51% +568 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 63,497 $42.1M 0.02% -4,781 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 63,431 $42.1M 0.23% -2,036 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 62,196 $41.3M 0.04% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 61,339 $40.7M 1.03% +3,631 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 60,474 $40.1M 12.76% -768 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 60,200 $39.9M 0.58% -3,417 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 59,220 $39.3M 1.68% -20 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 58,846 $39M 0.42% -450 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 57,834 $38.4M 0.02% +46,987 13F-HR/A Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 55,838 $37M 1.22% -5,153 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 55,354 $36.7M 7.94% +1,301 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 54,480 $35.8M 0.03% +12,129 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 53,006 $35.2M 0.27% +1,388 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 50,866 $33.7M 0.9% +2,623 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 50,693 $33.6M 3.87% -395 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 50,684 $33.6M 6.74% -6,337 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 50,137 $33.3M 0.32% +9,248 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 49,273 $32.7M 0.02% +916 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 49,155 $32.6M 0.94% -2,241 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 46,427 $30.8M 7.78% +2,575 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 46,303 $30.7M +6,153 Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 43,451 $28.8M 0.08% -2,916 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 43,129 $28.6M 0.64% +42,292 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 43,030 $28.6M 8.08% +1,213 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 42,514 $28.2M -2,382 Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 42,072 $27.9M 3.63% -679 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 41,684 $27.6M 0.02% +7,966 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 41,475 $27.5M 0.17% -6,157 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 41,451 $27.5M 6.88% +5,348 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 39,632 $26.3M 3.69% -593 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 38,995 $25.9M 3.39% -152 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 38,609 $25.6M 0.99% -4,779 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 38,242 $25.4M 3.84% -71 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 38,203 $25.3M 0.1% -2,968 13F-HR Timeline Group Wealth Group Ltd More: the full row for Wealth Group Ltd 38,032 $25.2M 6.42% -1,519 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 37,694 $25M 3.93% +815 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 37,560 $24.9M 4.02% -2,482 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 37,090 $24.6M 3.67% -314 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 36,902 $24.5M 0.04% +2,613 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 36,230 $24M 2.09% +1,013 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 34,887 $23.1M 0.05% +1,438 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,867 $23.1M 0.8% -305 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 34,598 $22.9M 0.87% +33,995 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 34,381 $22.8M 3.13% -265 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 33,668 $22.3M 3.63% -407 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 33,514 $22.2M 0.1% +659 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,450 $22.2M 0.06% -5,757 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33,328 $22.2M 0.63% +2,402 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 31,981 $21.2M 1.32% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 31,891 $21.2M 0.48% -8,757 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 31,490 $20.9M 0.1% -2,754 13F-HR/A Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 30,483 $20.2M 1.14% -1,112 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 30,314 $20.1M 0.25% -2,192 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 29,508 $19.6M 0.22% -3,816 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 29,382 $19.5M 1.71% +545 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 29,175 $19.4M 4.86% +4,767 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 29,160 $19.3M 0.02% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 28,602 $19M 5.74% +995 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 28,293 $18.8M 0.17% +2,384 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 28,264 $18.7M 0.44% +5,977 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 27,924 $18.5M 0.45% -1,537 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 27,473 $18.2M 2.46% -978 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 27,310 $18.1M 4.03% -666 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 27,088 $18M 7.8% +12,694 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 26,634 $17.7M 1.64% -75 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 26,142 $17.3M 1.86% +13 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,906 $17.2M 0.17% -60 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 25,836 $17.1M 9.56% -1,044 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 25,822 $17.1M 0.33% +4,891 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 25,733 $17.1M 1.26% -323 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 25,630 $17M 0.55% -184 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,504 $16.9M 0.33% +4,274 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,362 $16.8M 0.36% +4,216 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 24,957 $16.6M 0.04% -6,103 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 24,591 $16.3M 0.22% +7,844 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 24,409 $16.2M 0.08% +2,343 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 24,336 $16.1M 0.08% +5,771 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 24,231 $16.1M 0.29% -495 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 24,183 $16M 0.04% -5,948 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,170 $16M 0.81% +21,838 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 23,269 $16M 0.4% -1,493 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 24,141 $16M 7.45% +23,756 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 23,735 $15.7M 9.49% +843 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,605 $15.7M 0.51% +466 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 23,214 $15.4M 6.87% +1,598 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 22,890 $15.2M 4.81% -20 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 22,873 $15.2M 1.42% +668 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 22,848 $15.2M 7.47% +1,317 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 22,746 $15.1M 0.08% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,385 $14.8M 0.45% +7,437 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 22,356 $14.8M 4.44% +83 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,324 $14.8M 6.31% -369 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 22,215 $14.7M 3.7% -1,200 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 21,889 $14.5M 0.02% +1,138 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 21,851 $14.5M 3.34% +4,127 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 21,842 $14.5M 0.06% +4,202 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 21,765 $14.4M 3.19% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 21,580 $14.3M 2.8% +10 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 21,571 $14.3M 0.76% -213 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 21,286 $14.1M 0.09% +7,404 13F-HR Timeline Group FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 21,238 $14.1M 6.59% 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,732 $13.8M 0.16% +5,227 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,383 $13.5M 0.54% -212 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20,378 $13.5M 1.91% -25 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 20,257 $13.4M 2.88% +457 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 20,221 $13.4M 0.01% new 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 20,126 $13.3M 2.04% -412 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 20,050 $13.3M 2.07% +341 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,932 $13.2M 0.39% +1,414 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 19,912 $13.2M 1.48% -428 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 19,862 $13.2M +2,877 Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 19,828 $13.2M 11.87% -9,457 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 19,690 $13.1M 3.21% -1,275 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 19,435 $12.9M 3.52% +8,345 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,227 $12.8M 0.83% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 19,080 $12.7M 1.32% -620 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 18,976 $12.6M 0.79% +18,492 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 18,748 $12.4M 2.82% -1,217 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 18,672 $12.4M 5.08% -189 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 18,580 $12.3M 2.29% -24,923 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 18,585 $12.3M 8.04% +735 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 18,359 $12.2M 4.37% +324 13F-HR/A Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 18,342 $12.2M 0.01% -21,630 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,454 $12.1M 0.19% -1,470 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 17,877 $11.9M 2.87% -419 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 17,715 $11.8M 1.5% +185 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 17,623 $11.7M 0.19% -415 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 17,468 $11.6M 0.72% -293 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 17,808 $11.6M 6.44% -111 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 17,389 $11.5M 0.13% +3,761 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 17,305 $11.5M 3.61% -2,063 13F-HR Timeline BIP Alliance, LLC More: the full row for BIP Alliance, LLC 17,241 $11.4M 4.39% +1,681 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 17,173 $11.4M 4.08% +1,395 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 16,703 $11.1M 6.15% +437 13F-HR Timeline