BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 14,864,359 $11.2B 0.82% -202,047 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,420,110 $4.84B 0.33% +252,341 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,151,255 $1.62B 0.1% +25,901 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,543,645 $1.16B 0.23% +18,634 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,529,395 $1.15B -187,510 Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 1,303,596 $983M +572,678 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,301,922 $981M 0.27% +39,217 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 834,677 $629M 9.29% +19,137 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 799,090 $602M 0.19% +2,208 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 746,915 $563M 0.1% +32,412 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 686,084 $517M 0.12% -17,871 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 632,525 $477M 0.3% +4,111 13F-HR/A Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 553,542 $417M 3.36% +22,202 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 443,965 $335M 5.79% +29,870 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 413,961 $312M 0.34% +11,411 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 409,138 $308M 0.28% +4,930 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 352,184 $265M -48,573 Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 336,862 $254M 2.2% -402,868 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 336,406 $254M 0.28% -9,483 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 310,518 $234M 0.13% -3,647 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 302,908 $228M 1.56% -2,786 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 287,237 $217M 0.39% +37,879 13F-HR/A Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 277,790 $209M 0.23% -6,133 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 277,215 $209M 0.48% +7,478 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 269,715 $204M 0.3% +38,302 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 251,932 $190M 0.28% -4,421 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 249,617 $188M 0.29% -25,640 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 212,000 $160M 13.68% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 208,513 $157M 0.21% -5,464 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 204,727 $154M 0.8% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 201,308 $151M 0.59% +72,979 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 181,490 $137M 0.18% +1,107 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 176,919 $133M 13.67% -1,117 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 171,531 $129M 0.34% +293 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 154,860 $117M 16.67% +6,321 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 149,812 $113M 7.63% +668 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 147,369 $111M 0.08% +3,475 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 145,740 $110M 5.88% -21,600 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 141,028 $106M 0.02% +10,220 13F-HR/A Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 139,299 $105M 0.34% -122 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 130,570 $98.4M 0.01% +732 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 124,645 $94M 4.32% 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 117,120 $88.3M 0.13% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 117,003 $88.2M 0.12% +98 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 116,909 $88.1M 0.18% +31,735 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 116,863 $88.1M 0.12% +32,647 13F-HR/A Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 113,885 $85.8M 1.9% +181 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 109,893 $82.8M 17.57% -164 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 104,580 $78.8M -4,563 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 96,779 $73M 0.32% -3,458 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 94,410 $71.2M 6.48% -2,143 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,226 $68.8M 0.38% -487 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 89,966 $67.8M 0.08% +13,092 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 89,058 $67.1M 2.09% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 88,336 $66.6M 4.93% -410 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 87,119 $65.7M 0.16% -1,860 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 85,910 $64.8M +13,668 Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 83,687 $64.3M 0.09% -648 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 83,858 $63.2M -2,016 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 83,787 $63.2M 2.12% -2,341 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 82,300 $62M 1.94% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 81,904 $61.7M 1.98% -1,734 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 81,507 $61.4M 0.04% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 79,515 $59.9M 0.04% +14,470 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 75,182 $56.7M 0.33% -1,399 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 74,496 $56.2M 0.71% -985 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 73,224 $55.2M <0.01% +1,686 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 70,417 $53.1M 0.21% -2,037 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 67,784 $51.1M 11.48% +585 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 65,695 $49.5M 0.02% -1,605 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 65,278 $49.2M 1% +1,721 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 63,395 $47.8M 0.22% -3,851 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 62,866 $47.4M 0.02% +2,053 13F-HR Timeline Group TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 61,233 $46.2M 13.46% +260 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58,778 $44.3M 1.53% -97 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 58,121 $43.8M 0.5% -1,705 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 57,212 $43.1M 0.55% -384 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 55,993 $42.2M 0.23% -4,165 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 54,007 $40.7M 0.12% +9,535 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 52,642 $39.7M 0.08% +12,838 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 52,210 $39.4M 6.92% -1,166 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 51,350 $38.7M 1.21% -1,408 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 50,264 $37.9M 0.03% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 49,914 $37.6M 4.33% +6,937 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 48,344 $36.4M 0.94% +289 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 47,361 $35.7M 0.92% -1,840 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 46,889 $35.3M 0.29% +1,433 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 46,099 $34.7M 8.1% -165 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 45,083 $34M 0.02% +17,417 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 44,448 $33.5M 0.08% +1,959 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 43,558 $32.8M 0.05% +5,900 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 43,176 $32.5M 0.5% +66 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 42,867 $32.4M 0.17% +29,012 13F-HR Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 42,697 $32.2M 8.09% +7 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 41,916 $31.6M 5.85% -3,770 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 41,301 $31.1M -295 Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 39,794 $30M 3.47% -1,394 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 38,968 $29.4M 1.09% +1,636 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 38,914 $29.3M 3.39% -81 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 38,218 $28.8M 0.53% +22,807 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 38,182 $28.8M +26,212 Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 37,801 $28.5M 3.88% -59 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 37,764 $28.5M 4.03% -367 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 37,314 $28.1M 3.9% -490 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 37,300 $28.1M 0.1% -324 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 36,989 $27.9M 6.2% -394 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 36,946 $27.8M +5,552 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 36,412 $27.4M 0.11% -1,090 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 35,998 $27.1M 2.21% -594 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 35,011 $26.4M 0.02% +19,400 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,331 $25.9M 0.73% -340 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 33,609 $25.3M 0.57% -1,403 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 33,423 $25.2M 3.03% -998 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 33,335 $25.1M 0.07% +158 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 33,015 $24.9M 5.57% -2,552 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 32,813 $24.7M 0.56% -201 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 32,684 $24.6M 3.44% -772 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 31,981 $24.1M 1.29% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 31,790 $24M 0.02% -1,716 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 31,642 $23.9M 0.05% +6,534 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 31,594 $23.8M 0.05% +3,387 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 30,288 $22.8M 0.09% -819 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 29,819 $22.5M 0.1% -848 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 29,336 $22.1M 0.25% -861 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 29,326 $22.1M 1.09% -652 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,279 $22.1M 0.14% +2,646 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 29,251 $22M 0.23% -419 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,021 $21.9M 0.39% -94 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 28,254 $21.3M 1.73% -1,299 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 27,803 $21M 5.65% +161 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 27,628 $20.8M 0.4% -187 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 27,310 $20.6M 4.13% 0 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 27,187 $20.5M 16.19% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 27,078 $20.4M 0.23% +1,166 13F-HR Timeline Group OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 26,983 $20.3M +1,804 Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 26,561 $20M 1.68% -54 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,252 $19.8M 0.32% +17,777 13F-HR/A Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 26,037 $19.6M 4.41% -1,251 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 25,947 $19.6M 1.86% -398 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 25,436 $19.2M 1.29% -94 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 24,977 $18.8M 0.58% -525 13F-HR/A Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 24,812 $18.7M 3.07% 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,514 $18.5M 0.81% +83 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 24,442 $18.4M 2.86% -1,436 13F-HR Timeline NRI Wealth Management LC More: the full row for NRI Wealth Management LC 24,255 $18.3M 9.32% +149 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 23,467 $17.9M 6.79% -90 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,658 $17.8M 0.36% -290 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 23,472 $17.7M 1.27% +1,101 13F-HR Timeline Group Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 23,423 $17.7M 4.96% -271 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 23,371 $17.6M 0.02% +592 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 23,364 $17.6M 1.52% -117 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,942 $17.6M 0.43% +1,224 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 23,162 $17.5M 0.3% -2,666 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 23,049 $17.4M 0.56% +1,148 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 22,947 $17.3M 3.29% +526 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 22,914 $17.3M 0.06% +6,699 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 22,501 $17M 4.41% +814 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,307 $16.8M 0.38% -103 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 22,183 $16.7M 3.51% -32 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 22,132 $16.7M 7.19% -959 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 21,665 $16.3M 6.57% -773 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 21,584 $16.3M 0.18% +1,658 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 21,317 $16.1M 6.71% -39 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 21,310 $16.1M <0.01% +10,938 13F-HR Timeline Group Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 21,150 $15.9M 0.02% +9,050 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 21,059 $15.9M 0.13% -2,414 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 21,004 $15.8M 3.14% -733 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 20,853 $15.7M 0.83% -112 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 20,721 $15.6M 2.99% +49 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 20,720 $15.6M 2.66% -675 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,707 $15.6M 4.41% -1,670 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20,612 $15.5M 5.86% -509 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,588 $15.5M 0.53% +20,220 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20,552 $15.5M 1.37% +173 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,466 $15.4M 0.2% +1,967 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 20,313 $15.3M 2.21% +336 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 20,192 $15.2M 3.21% -326 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 20,031 $15.1M 0.27% +15,894 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 19,972 $15.1M 0.08% +2,446 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 19,639 $14.8M 0.38% +194 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 19,485 $14.7M 1.47% +383 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,360 $14.6M 0.51% -1,402 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,227 $14.5M 0.77% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 19,122 $14.4M 2.05% -419 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,034 $14.3M 0.31% -5,912 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 18,997 $14.3M 0.79% +21 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 18,697 $14.1M 0.1% +530 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 18,523 $14M 6.19% +6,660 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 18,499 $14M 10.16% -262 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 18,502 $13.9M 5.05% +54 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 18,259 $13.8M 0.02% +1,780 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 18,202 $13.7M 1.25% -957 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 18,099 $13.6M 4.86% +1,154 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,085 $13.6M 0.19% +252 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 18,064 $13.6M 12.74% 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 17,786 $13.4M 2.62% -489 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 17,724 $13.4M 7.98% -583 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 17,629 $13.3M 4.31% -779 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,598 $13.3M 0.15% +1,423 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 17,153 $12.9M 0.3% -3,399 13F-HR Timeline