MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,484,228 $393M 0.03% -103,143 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,470,122 $389M 0.03% -328,042 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,270,552 $336M 0.07% -5,351 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,028,427 $272M 6.51% +24,291 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 943,441 $250M 0.06% -10,682 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 759,085 $201M 2.63% -144 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 758,905 $201M 0.08% +15,276 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 743,999 $197M 2.53% -3,877 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 617,304 $163M 0.04% +154,284 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 457,289 $121M 0.03% -64,758 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 447,276 $118M 0.04% -34,419 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 416,514 $110M +21,940 Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 368,043 $97.4M 0.08% -42,493 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 307,905 $81.5M 0.16% +8,188 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 289,878 $76.7M 6.53% +15,112 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 268,753 $71.1M 0.1% +15,846 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 262,548 $69.5M 0.2% +2,473 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 245,167 $64.9M <0.01% -9,676 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 210,576 $55.7M 0.06% +20,700 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. 170,044 $45M 0.02% -1,753 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 168,063 $44.5M 0.34% +16,952 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 164,258 $43.5M 3.45% +6,085 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 152,398 $40.4M 0.09% -91,183 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 146,529 $38.8M 7.35% +9,422 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 129,829 $34.4M 0.12% +1,163 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 132,711 $33.7M 2.69% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 125,042 $33.1M 0.12% -18,422 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 120,598 $31.9M 0.11% -7,101 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 120,287 $31.8M 0.17% -7,657 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 133,948 $31.7M 1.79% +121,782 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 117,997 $31.2M 0.06% -944 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 110,867 $29.4M 0.35% +33,781 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 108,506 $28.7M 1.03% +3,671 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,056 $26.5M 0.02% +99,778 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 96,413 $25.5M 0.06% -20,481 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 95,224 $25.2M 0.37% +1,021 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 92,057 $24.4M 0.07% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 89,777 $23.8M 0.06% -4,950 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 88,320 $22.4M 4.08% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 77,881 $20.6M -2,876 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 77,715 $20.6M 0.03% -1,301 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 77,605 $20.5M 0.03% -11,079 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 75,842 $20.1M -3,530 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 75,825 $20.1M 0.03% +1,980 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 73,896 $19.6M 0.02% +6,823 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 71,376 $18.9M 0.11% +171 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 65,803 $18.6M 3.65% -1,029 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 70,039 $18.5M 1.73% -2,464 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 66,762 $17.7M 10.09% +5,314 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 66,363 $17.6M 1.55% +127 13F-HR Timeline Group CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 63,033 $16.7M 1.04% 0 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 58,246 $15.4M 0.03% +19,602 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 57,894 $15.3M 0.99% -1,117 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 56,261 $14.9M 0.09% +2,862 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 55,295 $14.6M 1.84% +52,128 13F-HR Timeline Lakeshore Financial Planning, Inc. More: the full row for Lakeshore Financial Planning, Inc. 51,490 $13.6M 5.68% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 50,667 $13.4M 0.31% -484 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 49,587 $13.1M 0.15% -3,391 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 49,110 $13M 1.35% -3,860 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 48,558 $12.9M 2.88% +1,017 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 46,200 $12.2M 0.15% -3,668 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 45,974 $12.2M 2.25% -958 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 45,741 $12.1M 0.02% -1,765 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 45,100 $11.9M 0.02% -2,523 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 44,442 $11.8M 0.07% -1,360 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 44,394 $11.8M <0.01% -10,953 13F-HR/A Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 42,145 $11.2M 0.56% +7,634 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 41,760 $11.1M <0.01% +1,023 13F-HR Timeline Group TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 41,089 $10.9M 0.1% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 40,567 $10.7M 0.31% +1,529 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 40,351 $10.7M 1.73% +4,740 13F-HR Timeline Adaptive Financial Consulting, LLC More: the full row for Adaptive Financial Consulting, LLC 39,816 $10.5M 4.51% -988 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 39,309 $10.4M 1.61% -183 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 38,577 $10.2M -41,783 Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 38,521 $10.2M 1.27% -1,098 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 39,572 $10M 0.22% 0 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 37,642 $9.96M 0.02% 0 13F-HR/A Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 37,430 $9.91M 1.15% +10,252 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 37,306 $9.88M 2.51% -611 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 36,721 $9.72M +1,119 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 36,274 $9.54M 0.01% +7,670 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 35,785 $9.3M 0.08% -111 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 33,929 $8.98M 1.44% -707 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 33,121 $8.77M 2.48% +561 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 33,071 $8.76M 1.58% +81 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 33,066 $8.75M 0.04% -2,136 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 33,032 $8.74M -4,059 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 31,194 $8.11M 0.33% +1,522 13F-HR Timeline Group ASSET PLANNING CORPORATION More: the full row for ASSET PLANNING CORPORATION 30,375 $8.04M 4.74% -191 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 29,988 $7.94M 2.56% -489 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 29,311 $7.76M 0.22% +27,282 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 29,212 $7.73M 2.67% +636 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 28,940 $7.66M 3.16% -438 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 28,718 $7.6M 5.95% -42 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 27,576 $7.37M 0.88% -26,676 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 27,830 $7.37M 1.32% +150 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 27,818 $7.36M 0.24% -6,172 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 27,499 $7.28M 0.64% +1,316 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27,175 $7.19M 1.1% +40 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 27,002 $7.16M 1.95% +453 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 29,374 $7.16M 1.61% -1,557 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 26,755 $7.08M 0.52% -402 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 26,092 $6.91M 0.28% -715 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 25,920 $6.86M 0.98% -3,265 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 25,601 $6.78M 0.17% -1,363 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 25,228 $6.68M 0.01% -2,647 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,832 $6.57M <0.01% -1,128 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 24,808 $6.57M 0.03% -4,143 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 24,496 $6.48M 1.81% +1,628 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,469 $6.48M 0.01% -2,035 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 24,389 $6.46M 0.22% +97 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,306 $6.43M 0.05% +176 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 26,158 $6.42M 0.75% -3,010 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 24,191 $6.4M 6.64% -3,195 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 24,153 $6.39M 1.87% +244 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 24,117 $6.38M 0.06% +659 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 23,970 $6.35M 0.01% +16 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 23,887 $6.32M 0.2% +16,203 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 23,682 $6.27M 0.27% -2,704 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 23,580 $6.24M 0.06% +2,388 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 23,580 $6.24M 0.06% +2,388 13F-HR/A Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,044 $6.1M <0.01% +6,125 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,929 $6.07M 0.05% -668 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 22,878 $6.06M 4.01% -419 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 22,513 $5.96M 2.78% -286 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 22,507 $5.96M 5.37% +778 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 22,436 $5.94M 2.84% new 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 22,177 $5.87M 3.48% -232 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 22,107 $5.85M 0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 23,242 $5.82M 0.03% -303 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 21,978 $5.82M 0.13% -7,482 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 21,572 $5.71M 0.21% -2,075 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 21,512 $5.69M 1.39% +45 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 20,948 $5.55M 0.04% -925 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 20,939 $5.54M 1.29% -1,286 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 20,875 $5.53M 2.2% +1,279 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 20,801 $5.51M 0.03% +1,487 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 20,416 $5.4M 1.23% +509 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,202 $5.35M 0.14% +144 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,160 $5.34M 0.01% +5,298 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,940 $5.28M 0.08% +3 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 19,816 $5.25M 2.81% +996 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 19,730 $5.22M 1.28% +17,619 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,592 $5.19M 0.05% +1,711 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 19,531 $5.17M 1.31% -93 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 19,506 $5.16M 0.57% +710 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 19,167 $5.07M 0.12% +6,012 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 20,460 $5.06M 0.25% -386,323 13F-HR Timeline Hikari Tsushin, Inc. More: the full row for Hikari Tsushin, Inc. 19,016 $5.03M 0.34% +146 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 18,955 $5.02M 0.65% +229 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,661 $4.94M 0.07% +4,204 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,391 $4.87M 0.04% +1,089 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 18,298 $4.84M 0.15% +253 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 17,950 $4.75M 0.01% -1,484 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 17,864 $4.73M 0.14% +507 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 17,509 $4.72M 1.08% +1,545 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 17,755 $4.7M 2.46% +791 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,956 $4.68M 0.15% +6,599 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,213 $4.65M 1.18% +566 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 17,472 $4.63M 0.01% -1,122 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,387 $4.61M 0.14% +12,801 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 17,328 $4.59M 1.09% +434 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 17,102 $4.53M 1.81% -3,125 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 16,282 $4.31M 0.01% +414 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 16,719 $4.28M 1.91% new 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 16,000 $4.24M 0.91% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 15,832 $4.19M 0.14% -1,063 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15,730 $4.16M 0.39% +955 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,567 $4.12M 0.03% +4,038 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 15,375 $4.07M 0.63% -700 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 15,374 $4.07M 4.16% -2,064 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 15,164 $4.01M 2.53% +2 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 15,036 $3.98M 0.33% -190 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,785 $3.92M 0.01% -2,209 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,672 $3.88M 0.14% -295 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 14,297 $3.78M 2.39% +785 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 14,065 $3.72M 0.91% +369 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 13,972 $3.7M 0.02% -1,782 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,414 $3.55M 0.11% +7,408 13F-HR Timeline Group Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 13,410 $3.55M 1.48% -564 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 13,323 $3.53M <0.01% +121 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 12,952 $3.43M 0.04% +4,804 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 12,828 $3.4M 2.21% -33 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 12,729 $3.37M 0.04% -440 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 12,449 $3.3M 1.06% -85 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 12,325 $3.26M 1.56% -413 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 12,322 $3.26M 0.05% +217 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 12,294 $3.25M 0.26% -88 13F-HR Timeline Financial Futures Ltd Liability Co. More: the full row for Financial Futures Ltd Liability Co. 12,284 $3.25M 1.84% -357 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,186 $3.23M 0.02% +3,664 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 12,035 $3.19M 2.11% +3,393 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 11,944 $3.16M 0.09% +7,543 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,927 $3.16M 0.46% -100 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 11,841 $3.13M 0.04% +897 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12,927 $3.11M 0.01% -599 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,704 $3.1M 0.04% -498 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 11,443 $3.03M 0.64% +376 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 11,312 $2.99M 1.71% -12 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 11,120 $2.94M 0.74% -126 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 11,012 $2.92M 1.23% -2,840 13F-HR Timeline