BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 25,008,474 $2.31B 0.17% -3,467,614 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 11,418,321 $1.05B 0.29% +891,173 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,525,018 $510M 0.03% -351,055 13F-HR/A Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,726,716 $436M 1.05% +181,325 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,986,730 $368M +1,236,172 Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,955,832 $273M 9.22% +193,595 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,684,203 $248M 0.04% +1,865,509 13F-HR/A Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,362,300 $218M 2.36% -541,700 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,826,401 $169M -16,016 Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 1,657,907 $153M 0.35% +24,671 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,534,887 $142M 0.04% +101,457 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,472,130 $136M 2.25% 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,461,212 $135M 0.18% -14,233 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,444,888 $133M 0.18% +64,026 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,402,146 $129M 0.03% +43,894 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,212,213 $112M 0.43% -13,989 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,076,212 $99.3M 0.07% +31,384 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 981,971 $90.7M 0.13% +150,177 13F-HR Timeline Group Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 902,562 $83.3M 8.14% -7,358 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 876,547 $80.9M 4.5% +66,229 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 869,949 $80.3M 0.55% +7,106 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 840,278 $77.6M 0.02% -237,800 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. 771,849 $71.2M 0.04% +4,345 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 751,666 $69.4M 13.18% +5,403 13F-HR Timeline Adventist Health System/ West More: the full row for Adventist Health System/ West 692,800 $63.9M 10.75% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 631,573 $58.3M 0.01% +25,877 13F-HR Timeline Group Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 610,117 $56.3M 22.07% +5,172 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 586,421 $54.1M <0.01% -2,510 13F-HR Timeline Group CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 526,321 $48.6M 0.8% -3,802 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 525,814 $48.5M 0.09% +74,650 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 483,238 $44.6M 0.05% +9,754 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 442,063 $40.8M 0.34% +45,184 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 392,550 $36.2M 0.09% +5,997 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 386,590 $35.7M 2.67% +9,107 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 386,206 $35.6M 0.2% -12,625 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 378,773 $35M 2.83% -5,036 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 378,142 $34.9M 2.07% +125,491 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 374,469 $34.6M 4.49% +28,934 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 364,915 $33.7M 0.23% +55,989 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 353,097 $32.6M 0.13% -4,952 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 336,028 $31M 5.91% +62 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 331,276 $30.6M 6.07% +11,059 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 327,053 $30.2M -19,836 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 323,518 $29.8M 0.12% -20,429 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 319,347 $29.5M 0.52% +13,310 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 309,185 $28.5M 9.88% +233 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 307,707 $28.4M 0.03% +21,620 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 307,315 $28.4M 0.05% -79,328 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 295,487 $27.3M 0.13% +43,292 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 289,407 $26.7M 0.15% -4,228 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 288,473 $26.6M 0.57% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 287,861 $26.6M 0.02% +152,405 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 273,490 $25.2M 0.08% +4,025 13F-HR/A Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 267,580 $24.7M <0.01% -5,007,607 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 266,436 $24.6M 0.04% +260,565 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 251,249 $23.2M 0.29% -65 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 234,372 $22.3M 0.03% -5,999 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 231,276 $21.3M 0.15% +51,961 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 223,518 $20.6M 0.09% +215,035 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 221,259 $20.4M 1.97% -1,701 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 218,692 $20.2M 2.76% +2,373 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 218,347 $20.2M 0.17% +112,180 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 204,555 $18.9M 0.75% -2,821 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 200,000 $18.5M 0.01% new 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 193,698 $17.9M 0.02% +4,533 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 189,189 $17.5M 0.66% -19,923 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 170,907 $15.8M 0.03% +140,342 13F-HR Timeline Group Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 165,971 $15.3M 5.57% +17,290 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 152,972 $14.1M +5,664 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 152,174 $14M 0.08% +116,661 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 142,348 $13.1M 0.02% +141,281 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 142,262 $13.1M 1.11% -3,942 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 138,820 $12.8M 0.05% -12,429 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 136,471 $12.6M -7,160 Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 130,230 $12M 0.02% +11,038 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 117,560 $11.4M 2.42% +37,447 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 120,685 $11.2M 0.33% new 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 121,253 $11.2M 0.51% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 116,318 $10.7M 1.34% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 116,318 $10.7M 0.86% new 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 115,860 $10.7M 0.53% +56 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 114,313 $10.6M 2.95% +2,335 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 108,771 $10M 2.82% +8,510 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 103,370 $9.54M 0.23% +2,887 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 96,490 $9.43M 6.63% 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 98,415 $9.08M 0.54% +10,995 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 97,857 $9.03M <0.01% +582 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 92,907 $8.58M 0.18% +54,372 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 91,429 $8.44M 0.05% +29,972 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 91,211 $8.42M 0.03% +12,850 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 88,938 $8.2M 0.04% +1,425 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 87,500 $8.08M 0.3% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 87,119 $8.04M 0.07% -5,886 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 86,400 $7.97M 0.26% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 78,859 $7.28M 0.09% +682 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 78,556 $7.25M 0.01% +526 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 74,404 $7.18M 0.89% +5,823 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 77,668 $7.17M 0.01% -10,412 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 77,179 $7.12M 0.22% +25,445 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 76,459 $7.06M 0.14% -1,174 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 76,347 $7.05M 5.84% +2,047 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 75,009 $6.98M 0.01% +17,173 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 75,536 $6.97M 0.02% -12,004 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 73,905 $6.82M <0.01% +7,124 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 72,300 $6.67M 0.19% +32,109 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 70,457 $6.5M 2.53% -4,247 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 70,316 $6.49M 0.04% +83 13F-HR Timeline Group Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 68,542 $6.37M 0.86% +4,698 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 68,109 $6.29M 0.13% -12,023 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 67,905 $6.27M 0.01% +63,348 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 66,903 $6.18M +4,356 Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 66,567 $6.14M 0.09% +2,752 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 65,866 $6.08M 1.28% +2,476 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 63,771 $5.89M 0.43% +9,413 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 63,350 $5.85M 3.33% +2,874 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 61,041 $5.63M 0.1% +36,944 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 58,903 $5.44M 0.58% +1,535 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 58,864 $5.43M 0.37% +3,056 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 57,648 $5.32M 0.23% +10,212 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 57,054 $5.27M 0.31% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 56,863 $5.25M 1.03% +2,600 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 56,499 $5.21M 0.08% -3,104 13F-HR Timeline COOKE & BIELER LP More: the full row for COOKE & BIELER LP 54,000 $4.98M 0.05% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 53,554 $4.94M 0.04% -4,194 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 53,010 $4.89M 1.45% -4,197 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 52,109 $4.81M 0.09% -581 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 51,970 $4.8M 0.02% 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 51,413 $4.77M <0.01% +15,400 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 51,642 $4.77M 0.01% +892 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 51,578 $4.76M 0.74% -26,927 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 50,220 $4.64M <0.01% +4,109 13F-HR/A Timeline Group Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 48,786 $4.5M 3.91% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 48,337 $4.46M 0.17% +10,331 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 48,298 $4.46M 0.01% +5,083 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 48,008 $4.43M 0.01% +1,420 13F-HR Timeline Group STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 46,658 $4.31M 0.45% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 45,876 $4.23M 0.1% +5,239 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 45,237 $4.18M 0.42% +2,316 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 45,234 $4.18M 0.45% -5,585 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 44,602 $4.15M 0.16% +3,695 13F-HR Timeline MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 43,874 $4.05M 0.02% -10,797 13F-HR Timeline Group VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 43,096 $3.98M 3.71% -2,988 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 42,230 $3.9M <0.01% -1,222 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 40,378 $3.73M 0.89% -188 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 40,341 $3.72M 1.25% -1,682 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 40,016 $3.69M 0.03% +354 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 39,899 $3.68M 0.02% -95 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 39,653 $3.66M 0.9% 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 39,165 $3.61M <0.01% new 13F-HR/A Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 38,661 $3.57M 0.07% -28,945 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,639 $3.57M <0.01% +8,838 13F-HR/A Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 38,463 $3.55M 0.19% 0 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 37,793 $3.49M 0.45% +1,963 13F-HR Timeline Valpey Financial Services, LLC More: the full row for Valpey Financial Services, LLC 37,471 $3.46M 2.21% +251 13F-HR/A Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 37,230 $3.44M 1.14% +12,766 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 36,305 $3.35M 0.1% -7,245 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 35,560 $3.28M 0.04% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 35,488 $3.28M 0.01% -17 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 35,318 $3.26M 0.11% +6,040 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 34,945 $3.23M 1.95% +433 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 33,036 $3.05M 0.05% +7,576 13F-HR/A Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 32,512 $3M 0.06% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 32,331 $2.98M 2.18% +551 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 32,198 $2.97M 1.57% -4,426 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 31,443 $2.9M 0.1% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,934 $2.86M 0.02% +266 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 29,531 $2.73M 0.05% -1,276 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 29,467 $2.72M 0.03% +7,436 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 28,322 $2.61M 1.44% +1,343 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 28,125 $2.6M 0.04% +495 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 27,444 $2.58M 0.09% +1,344 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 26,732 $2.47M 0.27% 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 26,717 $2.47M 1.36% +10,439 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 26,086 $2.46M 1.06% +1,843 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 26,460 $2.44M 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 26,280 $2.43M 0.06% -414 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 25,860 $2.39M <0.01% -214,280 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 24,974 $2.31M 0.13% +5,569 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 24,274 $2.24M 0.28% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 24,169 $2.23M 0.05% -7,899 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,070 $2.22M 0.01% -987 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 23,843 $2.2M 1.31% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 22,988 $2.19M 0.28% +1,538 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 23,100 $2.13M 0.5% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 22,587 $2.08M 0.99% -365 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 21,858 $2.02M 0.13% 0 13F-HR Timeline Institute for Wealth Management, LLC. 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