BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 56,308,060 $2.64B 0.19% -3,458,020 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 28,056,679 $1.32B +1,905,513 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,838,850 $1.16B 0.08% +257,948 13F-HR/A Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 10,418,562 $489M 0.09% -60,124 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 9,386,930 $441M 0.09% +379,625 13F-HR/A Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,853,123 $416M 0.85% +60,256 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,691,596 $408M 0.38% +393,221 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,315,776 $343M 3.43% +291,352 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 6,738,001 $316M 0.1% +702,640 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 6,313,068 $296M 0.08% +21,890 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 6,141,893 $288M +4,569,050 Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,289,178 $248M 5.15% +329,604 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,283,317 $248M 0.01% +185,655 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 5,073,807 $238M 0.06% +138,647 13F-HR/A Timeline Group LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 3,791,318 $178M 5.15% +40,592 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,017,853 $142M 1.3% +270,216 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,574,274 $121M +118,939 Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,392,052 $112M 0.02% -23,043 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,320,540 $109M 0.4% +46,047 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,824,039 $85.6M 0.02% +129,035 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,596,557 $75M 1.91% +69,140 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,591,330 $74.7M 0.89% +38,378 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 1,487,800 $69.9M 2.31% -217,740 13F-HR Timeline Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 1,452,239 $68.2M 4.59% +101,460 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,393,658 $65.4M 0.13% -65,360 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 1,385,500 $65M 4.37% -538,000 13F-HR Timeline Group First Interstate Bank More: the full row for First Interstate Bank 1,379,528 $64.8M 3.64% +44,564 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,357,368 $63.7M 0.47% +123,308 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 1,299,989 $61M 0.16% +127,494 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,274,725 $59.8M 0.06% +64,554 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,264,087 $59.3M 0.06% +25,209 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,093,478 $51.3M 3.79% +191,598 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,052,213 $49.4M 7.73% +13,214 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 1,008,396 $47.3M +23,707 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 971,693 $45.6M 0.11% +51,107 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 957,078 $44.9M 0.73% -598 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 939,648 $44.1M 0.89% -8,883 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 926,636 $43.5M 2.28% -71,912 13F-HR Timeline Bell Bank More: the full row for Bell Bank 897,929 $42.2M 1.79% +52,972 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 885,936 $41.5M +236,982 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 858,544 $40.3M 0.06% +86,039 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 840,772 $39.5M 0.07% +255,103 13F-HR Timeline Group SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 832,475 $39.1M 1.88% +139,605 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 808,794 $38M 0.05% +39,523 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 800,121 $37.5M 0.08% -511,045 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 792,495 $37.2M 0.05% +16,613 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 708,755 $33.3M 0.47% -28,503 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 695,811 $32.7M 0.28% +82,345 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 692,834 $32.5M 7.64% +27,022 13F-HR Timeline Goodman Financial Corp More: the full row for Goodman Financial Corp 671,816 $31.5M 5.42% +170,355 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 668,491 $31.4M 0.04% new 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 662,218 $30.9M 0.39% +29,882 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 645,769 $30.3M 0.62% +45,569 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 636,044 $29.9M 11.12% -56,874 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 565,320 $26.5M 0.04% +246,700 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 547,551 $25.7M 1.44% +24,865 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 535,811 $25.2M 1.11% -200,600 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 531,600 $25M 10.83% 0 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 525,552 $24.7M 0.02% -244,220 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 516,550 $24.2M 0.02% -145,150 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 510,259 $24M 0.1% -223 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 503,469 $23.6M 0.54% +14,538 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 487,281 $22.9M 1.15% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 485,551 $22.8M 0.9% -795 13F-HR Timeline Group Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 477,418 $22.4M 1.33% +36,754 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 476,555 $22.4M 1.16% +21,759 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 473,927 $22.3M 3.88% -25,646 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 467,648 $22M 0.17% 0 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 463,017 $21.7M 0.06% -67,621 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 460,840 $21.6M 0.58% -9,680 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 451,757 $21.2M 3.59% +9,948 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 430,538 $20.2M 3.12% +16,441 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 429,028 $20.1M 3.22% -244,723 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 426,847 $20.1M 0.01% +28,005 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 427,520 $20.1M 0.47% +46,486 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 424,759 $19.9M 4.48% +36,960 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 418,804 $19.7M 1.56% +3,530 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 406,916 $19.1M 4.46% +10,314 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 401,252 $18.8M 1.3% +168,269 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 397,350 $18.7M 1.68% -12,406 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 393,471 $18.5M 0.09% +364,139 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 387,281 $18.2M 2.04% +7,437 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 387,238 $18.2M 1.71% +32,832 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 384,290 $18M 0.55% +184,230 13F-HR/A Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 381,666 $17.9M 0.15% +372,558 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 364,166 $17.1M 2.36% +18,960 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 359,997 $16.9M 0.71% -34,878 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 359,916 $16.9M 0.07% +7,008 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 355,355 $16.7M 0.07% -15,521 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 343,129 $16.1M 5.57% +12,381 13F-HR Timeline 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 334,940 $15.7M 1.13% -35,215 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 333,646 $15.7M 4.93% +14,319 13F-HR/A Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 331,425 $15.6M 0.66% +18,200 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 329,248 $15.5M 0.03% +77,239 13F-HR Timeline Group STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 328,670 $15.4M 9.26% +2,796 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 328,103 $15.4M 0.06% -9,439 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 327,169 $15.4M 0.26% +53,760 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 323,859 $15.2M 4.44% -693 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 323,652 $15.2M +6,911 Timeline Family CFO Inc More: the full row for Family CFO Inc 322,897 $15.2M 6.79% +9,488 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 321,798 $15.1M 1.89% +45,716 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 316,011 $14.8M 2.51% +10,363 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 312,731 $14.7M 0.03% -217 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 311,483 $14.6M 1.57% +104,046 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 310,266 $14.6M 0.85% +39,068 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 305,309 $14.3M 0.08% +40,233 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 303,323 $14.2M 0.26% +18,908 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 302,158 $14.2M 0.48% +230 13F-HR Timeline eCIO, Inc. More: the full row for eCIO, Inc. 302,148 $14.2M 6.23% +50,115 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 300,426 $14.1M 0.02% -96,642 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 299,204 $14M 0.28% +36,438 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 294,898 $13.8M 3.96% +6,180 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 285,094 $13.4M 2.43% +9,589 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 270,402 $12.7M 0.22% +4,000 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 265,919 $12.5M 0.06% -31,263 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 260,329 $12.2M 3.12% +23,295 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 258,514 $12.1M 0.82% -16,496 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 244,635 $11.5M 0.25% +40,748 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 239,136 $11.2M 0.02% +1,498 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 239,101 $11.2M 0.13% +7,400 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 237,203 $11.1M <0.01% +94,475 13F-HR Timeline Group Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 232,230 $10.9M 4.6% +15,197 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 230,300 $10.8M 0.02% 0 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 227,469 $10.7M 0.12% +40,644 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 221,809 $10.4M 2.89% +20,860 13F-HR Timeline United Capital Management of KS, Inc. More: the full row for United Capital Management of KS, Inc. 220,453 $10.4M 1.57% +14,255 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 214,939 $10.1M 0.49% +17,132 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 214,501 $10.1M 6.54% +2,722 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 209,435 $9.83M 5.69% +16,844 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 207,183 $9.73M 0.05% -105,880 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 206,517 $9.69M 0.02% +19,774 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 204,700 $9.61M 0.02% +137,500 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 204,471 $9.6M 0.26% +4,272 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 188,367 $8.84M 0.01% -431 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 187,266 $8.79M 0.05% +11,299 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 184,579 $8.67M 6.42% +11,816 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 182,942 $8.63M 0.04% +21,979 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 183,726 $8.61M 0.31% -23,235 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 182,311 $8.54M 0.08% -7,815 13F-HR Timeline SWS Partners More: the full row for SWS Partners 180,898 $8.49M 2.09% +22,326 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 179,737 $8.44M 0.39% +7,979 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 173,324 $8.14M 2.51% +8,905 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 172,113 $8.08M 1.71% +1,180 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 170,767 $8.02M 0.06% -4,377 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 168,171 $7.9M +153,586 Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 165,640 $7.78M 0.18% +16,413 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 165,106 $7.75M 0.83% 0 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 162,515 $7.63M 1.69% +31,937 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 157,588 $7.4M 3.63% -22,786 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 157,089 $7.38M <0.01% +20,826 13F-HR Timeline Group Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 156,003 $7.32M 6.92% -2,890 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 155,934 $7.32M 0.16% -2,188 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 155,487 $7.3M 0.8% +6,527 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 153,389 $7.2M 0.94% +2,308 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 150,801 $7.08M 0.4% +16,918 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 149,475 $7.02M 0.11% +2,703 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 148,372 $6.97M 1.81% +3,857 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 148,163 $6.96M 0.2% +12,119 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 145,375 $6.83M 1.34% -1,704 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 145,153 $6.81M 0.75% -48 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 142,546 $6.69M 2.21% +44,996 13F-HR/A Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 140,419 $6.59M 0.06% +17,762 13F-HR Timeline Group PLANWISER FINANCIAL, LLC More: the full row for PLANWISER FINANCIAL, LLC 139,690 $6.58M 4.77% +38,731 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 137,541 $6.46M 0.07% +9,956 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 134,841 $6.33M 0.1% +25,069 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 134,334 $6.31M 2.26% +116,342 13F-HR Timeline Group Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 135,422 $6.18M 4.14% +31,285 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 131,690 $6.17M 2.47% +6,866 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 129,110 $6.06M 0.1% +28,073 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 127,838 $6M 1.04% +17,458 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 127,361 $5.98M 2.23% +90,843 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 125,475 $5.89M 0.89% -7,630 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 125,265 $5.88M 0.45% +4,466 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 125,028 $5.87M <0.01% +35,872 13F-HR Timeline Group DiPaolo Financial Group, Inc. 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