BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 15,105,780 $10.5B 0.77% +241,421 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,430,753 $4.3B 0.29% +10,643 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,119,958 $1.48B 0.09% -31,297 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,555,606 $1.09B +26,211 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,533,396 $1.07B 0.21% -10,249 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,252,584 $874M 0.23% -49,338 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 823,347 $574M 8.97% -11,330 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 812,460 $567M 0.17% +13,370 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 726,799 $507M 0.1% -20,116 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 659,037 $460M 0.11% -27,047 13F-HR/A Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 652,270 $452M -651,326 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 624,524 $436M 0.27% -8,001 13F-HR Timeline Group Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 575,670 $402M 6.76% +131,705 13F-HR Timeline VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 471,293 $329M 2.79% -82,249 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 423,182 $295M 0.31% +9,221 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 409,700 $286M 0.26% +562 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 212,727 $275M 1.77% -90,181 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 365,818 $255M +13,634 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 335,560 $234M 0.25% -846 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 305,172 $213M 1.44% -31,690 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 299,677 $209M 0.37% +12,440 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. 298,284 $208M 0.12% -12,234 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 280,153 $195M 0.48% +2,938 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 278,523 $194M 0.21% +733 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 262,382 $183M 0.27% -7,333 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 259,166 $181M 0.02% +128,596 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 249,812 $174M 0.25% -2,120 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 218,616 $153M 0.6% +17,308 13F-HR Timeline Group NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 204,727 $143M 0.76% 0 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 193,577 $135M 0.19% -14,936 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 175,592 $123M 0.17% -5,898 13F-HR Timeline Group FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 174,429 $122M 10.87% -2,490 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 169,000 $118M 13.01% -43,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 167,682 $117M 0.17% -81,935 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 167,353 $117M 0.3% -4,178 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 162,642 $113M 15.88% +7,782 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 159,803 $111M 0.08% +12,434 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 154,676 $108M +70,818 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 136,062 $94.9M 0.31% -3,237 13F-HR/A Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 135,792 $94.7M 0.01% -5,236 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 135,651 $94.6M 0.19% +18,742 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 135,405 $94.5M 4.16% +10,760 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 127,756 $89.1M 5.98% -22,056 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 124,322 $86.7M +19,742 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 116,061 $81M 0.13% -942 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 113,467 $79.2M 1.82% -418 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 114,250 $76.9M 0.11% -2,613 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 109,159 $76.2M 17.11% -734 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 100,828 $70.3M 3.96% -44,912 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 95,830 $66.9M 6.55% +1,420 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 94,283 $65.8M 0.29% -2,496 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 93,958 $65.6M 0.08% +3,992 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 95,058 $64.8M 0.03% +15,543 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 90,524 $63.2M 0.34% -702 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 89,058 $62.1M 2.18% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 658,400 $57.4M 2.02% +576,100 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 80,807 $57.1M 4.28% -7,529 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 80,400 $56.1M 0.16% -6,719 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 80,160 $55.9M <0.01% +6,936 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 77,590 $54.1M -8,320 Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 76,389 $53.3M 1.77% -5,515 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 75,107 $52.4M 0.02% +12,241 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 74,776 $52.2M 1.78% -9,011 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 74,165 $51.7M 0.29% -1,017 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 73,957 $51.6M 0.66% -539 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 70,076 $48.9M 10.99% +2,292 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 64,796 $45.2M 0.02% -899 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 62,946 $43.9M 0.07% +10,304 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 61,848 $43.2M 0.2% -1,547 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 60,663 $42.3M 12.33% -570 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 58,735 $41M 1.52% -43 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 58,574 $40.9M 1.25% +7,224 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 58,300 $40.7M 0.07% +26,658 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 56,565 $39.5M 0.51% -647 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 54,934 $38.3M 0.18% +927 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 61,356 $38.1M 0.08% -22,331 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 54,576 $38.1M 6.46% +2,366 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54,392 $38M 0.19% -1,601 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 52,800 $36.8M 3.88% +2,886 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 52,596 $36.7M 0.02% +7,513 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 51,201 $35.7M 0.02% +19,411 13F-HR Timeline Group Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 49,886 $34.8M 0.43% -8,235 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 47,963 $33.5M 0.27% +1,074 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 47,927 $33.4M 0.92% -417 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 47,309 $33M 0.9% -52 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 46,833 $32.7M 0.16% +31,985 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 45,973 $32.1M 8.24% -126 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 44,881 $31.3M +433 Timeline &PARTNERS More: the full row for &PARTNERS 44,638 $31.2M 0.15% +1,771 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 43,372 $30.3M 0.47% -21,906 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 43,069 $30.1M 0.43% -107 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 41,645 $29.1M 0.05% -1,913 13F-HR Timeline Group Marotta Asset Management More: the full row for Marotta Asset Management 40,863 $28.9M 5.32% -1,053 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. group of 2 filers holding More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 41,385 $28.9M +4,439 Timeline Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 41,215 $28.8M 7.21% -1,482 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,294 $28.8M 0.04% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 41,281 $28.8M -20 Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 39,379 $27.5M 0.1% +2,079 13F-HR/A Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 39,254 $27.4M 1.04% +286 13F-HR Timeline Portfolio Strategies, Inc. More: the full row for Portfolio Strategies, Inc. 38,984 $27.2M 3.35% -810 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 38,762 $27M 5.83% +1,773 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 36,809 $25.7M 2.89% -2,105 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 36,510 $25.5M 3.63% -1,254 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 36,394 $25.4M 2.05% +396 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 36,069 $25.2M 0.1% -343 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 35,544 $24.8M 0.02% -14,720 13F-HR Timeline Group Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 34,480 $24.1M 3.48% -2,834 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 34,059 $23.8M 0.67% -272 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 33,630 $23.5M 0.05% +2,036 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 33,304 $23.2M 5.29% +289 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 33,120 $23.1M 0.48% +307 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 32,386 $22.6M 3.13% -298 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 32,173 $22.4M 2.66% -1,250 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 31,981 $22.3M 1.25% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 31,496 $22M 0.06% -1,839 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 31,425 $21.9M 0.09% +1,606 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 30,624 $21.4M -7,558 Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 30,531 $21.3M 2.86% -7,270 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 29,983 $20.9M 0.34% -8,235 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 29,756 $20.8M 0.22% +505 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,475 $20.6M 0.37% +454 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 29,451 $20.5M 1.02% +125 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 29,196 $20.4M 1.93% +3,249 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,116 $20.3M 0.13% -163 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 28,843 $20.1M 0.1% +8,871 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 28,324 $19.8M 0.01% new 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 27,981 $19.5M +998 Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 27,938 $19.5M 5.44% +135 13F-HR Timeline REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 27,848 $19.4M 15.48% +661 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 27,754 $19.4M 1.62% -500 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,438 $19.1M 0.02% +22,125 13F-HR Timeline Group WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 27,310 $19.1M 4.29% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 27,242 $19M 0.06% +4,328 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 27,067 $18.9M 0.45% -6,542 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 27,040 $18.9M 0.35% -588 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 26,860 $18.7M 0.08% -3,428 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,718 $18.6M 0.63% -224 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 26,408 $18.4M 1.55% -153 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 26,370 $18.4M 0.3% +118 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 26,294 $18.3M 0.49% +3,245 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 26,209 $18.3M 0.2% -869 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 25,936 $18.1M 0.21% -3,400 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 25,552 $17.8M 4.05% -485 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 25,111 $17.5M 1.19% -325 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 24,976 $17.4M 0.8% +462 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 24,925 $17.4M 11.17% +8,657 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 24,767 $17.3M 0.19% +22,646 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,668 $17.2M 0.14% +7,800 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 24,357 $17M 8.91% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 24,216 $16.9M 0.34% +558 13F-HR Timeline KTF INVESTMENTS, LLC More: the full row for KTF INVESTMENTS, LLC 24,189 $16.9M 2.89% -623 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 23,992 $16.7M 5.55% +525 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 23,778 $16.6M 1.21% +306 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 23,218 $16.2M 1.35% -146 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 23,155 $16.2M 0.29% -7 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 22,951 $16M 0.08% +4,254 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 21,550 $15.9M 2.22% +1,237 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 21,462 $15.9M 3.01% +458 13F-HR Timeline FORONJY FINANCIAL LLC More: the full row for FORONJY FINANCIAL LLC 22,655 $15.8M 6.57% +1,338 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 22,571 $15.7M 0.12% +1,512 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 22,254 $15.5M 3.96% -247 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 22,183 $15.5M 3.34% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 22,121 $15.4M 0.17% +537 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,960 $15.3M 0.19% +1,494 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 21,689 $15.1M 2.61% +969 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 21,285 $14.9M 0.32% -1,022 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 21,282 $14.8M 5.85% -383 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 21,175 $14.8M 4.39% -2,248 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 21,117 $14.7M 2.6% -3,325 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 20,952 $14.6M 2.8% +231 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 20,880 $14.6M 0.45% -4,097 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,659 $14.4M 4.07% -48 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 20,552 $14.3M 1.22% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 20,253 $14.1M 0.78% -600 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 20,241 $14.1M <0.01% -1,069 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20,097 $14M 5.51% -515 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 19,879 $13.9M 3.15% -313 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 19,647 $13.7M 0.29% +613 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 19,227 $13.4M 0.94% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 19,195 $13.4M 0.46% -165 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 19,189 $13.4M 0.43% -842 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 19,102 $13.3M 1.93% -20 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 18,864 $13.2M 0.35% -775 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 25,120 $13.1M 2.39% +8,229 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 18,324 $12.8M 0.17% +239 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,120 $12.6M 1.13% -82 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 17,951 $12.5M 7.3% +227 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,640 $12.3M 0.01% -619 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 17,538 $12.2M 9.99% -526 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 17,403 $12.1M 2.39% -383 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 17,397 $12.1M 0.69% +500 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 17,390 $12.1M 1.16% -2,095 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 17,372 $12.1M 4.17% -257 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 17,000 $11.9M 4.43% -1,502 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16,905 $11.8M 0.28% -248 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 15,633 $11.8M 4.93% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 16,658 $11.8M 0.11% +860 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 16,711 $11.7M 0.88% +260 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 16,627 $11.6M 2.68% -256 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 16,432 $11.5M 6.79% -2,067 13F-HR Timeline