BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,066,406 $11.2B 0.84% -333,814 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,167,769 $4.61B 0.29% -24,313 13F-HR/A Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,250,000 $1.68B 15.4% new 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,125,354 $1.59B 0.1% +72,126 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,716,905 $1.28B 0.25% -79,794 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,525,011 $1.14B 0.23% -7,373 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,262,705 $943M 0.28% +46,478 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 815,540 $609M 9.17% +34,125 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 796,882 $595M 0.19% -43,096 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 739,730 $552M 4.96% +20,182 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 730,918 $546M +684,615 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 714,503 $533M 0.09% -12,200 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 703,955 $525M 0.12% -31,244 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 628,414 $469M 0.31% -32,153 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 531,340 $397M 3.24% new 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 414,095 $309M 5.39% +195,035 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 404,208 $302M 0.28% -6,853 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 402,550 $301M 0.34% +34,362 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 400,757 $299M +6,937 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 345,889 $258M 0.3% +71,692 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 314,165 $235M 0.14% -6,705 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 305,694 $228M 1.68% -11,838 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 283,923 $212M 0.24% +72,029 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 275,257 $205M 0.34% +240,370 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 269,737 $201M 0.48% +23,727 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 256,353 $191M 0.31% -1,510 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 249,358 $186M 0.36% -1,388 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 231,413 $167M 0.23% +39,319 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 213,977 $160M 0.21% -15,442 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 212,000 $158M 13.87% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 204,727 $153M 0.84% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 180,383 $135M 0.18% -2,952 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 178,036 $133M 13.88% -1,723 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 171,238 $128M 0.35% +15,015 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 167,340 $125M 5.97% -26,382 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 149,144 $111M 7.85% +796 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 148,539 $111M 16.67% +4,893 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 143,894 $107M 0.08% +3,122 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 139,421 $104M 0.35% -9,638 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 130,808 $97.7M 0.01% +38 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 129,838 $96.9M 0.01% -1,058 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 128,329 $95.8M 0.39% +39,948 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 116,905 $87.3M 0.11% -2,732 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 113,704 $84.9M 1.84% -2,348 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 110,057 $82.2M 17.63% +185 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 109,143 $81.5M +4,751 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 100,237 $74.8M 0.33% -2,983 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 96,553 $72.1M 6.8% -2,657 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,713 $68.5M 0.39% -455 13F-HR/A Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 89,058 $66.5M 2.07% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 88,979 $66.4M 0.18% +3,157 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 88,746 $66.3M 5.06% -1,400 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 86,128 $64.3M 2.19% -4,603 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 85,874 $64.1M +3,125 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 84,335 $63.7M 0.1% +3,777 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 85,174 $63.6M 0.14% +18,642 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 84,216 $62.9M 0.1% +13,838 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 83,638 $62.4M 2.01% +1,211 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 82,300 $61.4M 2.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,874 $57.4M 0.07% +4,225 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 76,581 $57.2M 0.36% +358 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 75,481 $56.4M 0.73% -1,890 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 72,454 $54.1M 0.2% -5,581 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 72,242 $53.9M +772 Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 71,755 $53.6M 0.02% +13,921 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 71,538 $53.4M <0.01% +2,962 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 67,300 $50.2M 0.02% +3,803 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 67,246 $50.2M 0.25% +1,029 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 67,199 $50.2M 11.64% +2,726 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 65,045 $48.1M 0.03% +10,565 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 63,557 $47.5M 1.08% +2,218 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 62,930 $47M 10.25% -683 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 60,973 $45.5M 13.47% +499 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 60,813 $45.4M 0.02% +11,540 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 60,158 $44.9M 0.26% +7,152 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 59,826 $44.7M 0.49% +980 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 59,747 $44.6M 2.46% -5,905 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58,875 $44M 1.59% -345 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 57,596 $43M 0.57% -2,604 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 53,376 $39.9M 7.65% -1,978 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 52,758 $39.4M 1.23% -3,080 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 50,264 $37.5M 0.03% -11,932 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 49,244 $36.8M 3.88% -1,449 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 49,201 $36.7M 0.94% -1,665 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 48,055 $35.9M 0.92% -1,100 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 46,264 $34.5M 8.35% -163 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 45,686 $34.4M 6.47% -4,998 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 45,456 $33.9M 0.28% +17,163 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 44,472 $33.2M 0.1% +2,997 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 43,110 $32.2M 0.63% -19 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 42,977 $32.1M 4.13% +3,345 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 42,690 $31.9M 8.35% -340 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 42,489 $31.7M 0.08% -962 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 41,596 $31.1M -918 Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 41,188 $30.7M 3.57% -884 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 39,804 $29.7M 0.08% +17,962 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 38,995 $29.1M 3.44% 0 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 38,131 $28.5M 4.35% +571 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 37,860 $28.3M 4.03% +166 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 37,804 $28.2M 3.97% -438 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 37,658 $28.1M 0.05% +756 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 37,624 $28.1M 0.13% +13,288 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 37,502 $28M 0.11% -701 13F-HR Timeline Group Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 37,383 $27.9M 6.38% -4,068 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 37,332 $27.9M 1.05% -1,277 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 36,592 $27.3M 2.22% +362 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 35,567 $26.6M 6.15% -2,465 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 35,012 $26.1M 0.88% +414 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,671 $25.9M 0.78% -196 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 34,421 $25.7M 3.17% +40 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 33,506 $25M 0.02% -8,178 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 33,456 $25M 3.81% -212 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,177 $24.8M 0.07% -273 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33,014 $24.6M 0.64% -314 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 32,177 $24M 0.09% -1,337 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 31,981 $23.9M 1.38% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 31,394 $23.4M +11,532 Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 31,107 $23.2M 0.1% +6,698 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 30,667 $22.9M 0.1% -823 13F-HR/A Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 30,197 $22.5M 0.26% -117 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 29,978 $22.4M 1.15% -505 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 29,670 $22.2M 0.24% +162 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 29,553 $22.1M 1.83% +171 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,115 $21.7M 0.44% +851 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 28,694 $21.6M 3.19% +12,865 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 28,207 $21.1M 0.05% +3,250 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 27,815 $20.8M 0.44% -109 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 27,666 $20.7M 0.01% +20,794 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 27,642 $20.6M 5.72% -960 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 27,310 $20.4M 4.2% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 27,288 $20.4M 4.79% -1,887 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 26,633 $19.9M 0.14% +14,316 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 26,615 $19.9M 1.73% -19 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 26,461 $19.8M 0.08% +5,175 13F-HR Timeline Group Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 26,345 $19.7M 1.93% +203 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 25,912 $19.3M 0.33% +408 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 25,878 $19.3M 2.75% -1,595 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 25,828 $19.3M 0.35% +6 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,718 $19.2M 0.37% +356 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 25,530 $19.1M 1.31% -203 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 25,502 $19M 0.6% -128 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,946 $19M 0.42% +1,677 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,179 $18.8M 0.23% +588 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 25,108 $18.7M 0.04% +925 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,431 $18.2M 0.83% +261 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 24,106 $18M 9.62% +371 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,948 $17.9M 0.41% +343 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 23,694 $17.7M 5.03% +804 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 23,557 $17.6M 7.58% +709 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 23,481 $17.5M 1.54% +608 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 23,473 $17.5M 0.16% +6,084 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,401 $17.5M 0.16% -2,505 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 23,091 $17.2M 7.54% -1,050 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 22,779 $17M 0.02% +890 13F-HR Timeline Group Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,438 $16.8M 6.49% +114 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 22,421 $16.7M 3.31% +656 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,410 $16.7M 0.4% +25 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 22,377 $16.7M 4.64% +21 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 22,371 $16.7M 1.22% +8,261 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 22,215 $16.6M 3.76% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,901 $16.4M 0.75% +21,480 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 21,737 $16.2M 3.33% -114 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 21,687 $16.2M 4.29% +2,252 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 21,395 $16M 2.87% -185 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 21,356 $15.9M 6.98% +118 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 21,121 $15.8M 6.18% -2,093 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 20,965 $15.7M 0.83% -606 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 20,762 $15.5M 0.56% +379 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 20,672 $15.4M 3.05% +415 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 20,552 $15.3M 0.37% -3,679 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 20,518 $15.3M 3.47% +828 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20,379 $15.2M 1.45% +1 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 19,977 $14.9M 2.2% -73 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 19,926 $14.9M 0.17% -806 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 19,541 $14.6M 2.1% -585 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,445 $14.5M 0.4% -487 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,227 $14.4M 0.82% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 19,159 $14.3M 1.36% +79 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 19,102 $14.3M 1.46% -810 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 18,976 $14.2M 0.82% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 18,761 $14M 10.26% -1,067 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 18,590 $13.9M 5.63% -8,498 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,499 $13.8M 0.2% +2,077 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 18,448 $13.8M 5.09% -224 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 18,408 $13.7M 4.76% +49 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 18,342 $13.7M 0.01% 0 13F-HR Timeline Group Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 18,307 $13.7M 8.46% -278 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 18,275 $13.6M 2.86% -473 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,167 $13.6M 0.12% +3,666 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,833 $13.3M 0.2% +379 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 17,761 $13.3M 3.01% -116 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17,526 $13.1M 0.08% +2,591 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 17,349 $13M 0.75% -119 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 17,125 $12.8M 0.63% +15,738 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 17,070 $12.7M 0.19% -553 13F-HR Timeline Group Capital Planning LLC More: the full row for Capital Planning LLC 16,981 $12.7M 3.69% -324 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 16,945 $12.5M 2.77% -863 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 16,628 $12.4M 12.39% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 16,523 $12.3M 6.52% -180 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 16,479 $12.3M 0.01% -72 13F-HR Timeline Group