BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,022,457 $364M 0.03% +227,574 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,005,336 $361M 5.63% +4,497 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,124,259 $195M 0.01% -111,762 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,054,757 $190M 0.01% -18,143 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 785,641 $141M 0.02% +110,977 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 777,972 $140M 0.03% -35,362 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 746,794 $134M +31,987 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 557,506 $100M 0.02% -61,183 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 410,723 $73.9M -141,434 Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 408,080 $73.4M 4.13% -191,367 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 358,166 $64.4M 0.02% -64,028 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 342,932 $61.7M 0.13% +151,595 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 278,346 $50.1M 0.02% +22,145 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 248,024 $44.6M 1.48% -22,927 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 239,298 $43M 0.11% -38,536 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 188,182 $33.8M 0.03% -1,777 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 187,528 $33.7M 0.13% +13,756 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 186,325 $33.5M 2.25% -3,344 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 140,973 $25.4M 0.03% -3,600 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 136,855 $24.6M 0.06% +21,223 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 129,025 $23.2M <0.01% +8,312 13F-HR Timeline Group LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 112,783 $21.9M 4.94% -233 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 114,990 $20.7M 0.03% -8,794 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 106,012 $19.1M 0.02% -31,806 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 105,770 $19M 0.01% +4,678 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 99,339 $17.9M 0.02% +4,530 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 97,790 $17.6M 0.68% -31,038 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 96,977 $17.4M 0.06% +2,644 13F-HR/A Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 94,391 $17M 1.05% new 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 89,296 $16.1M 0.07% +644 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 79,257 $14.3M 0.43% -7,617 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 73,696 $13.3M 0.01% -898 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 73,518 $13.2M 0.02% +888 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 73,241 $13.2M 1.19% +360 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 73,315 $12.4M 0.02% -1,543 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 64,659 $11.6M 0.02% +2,945 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 57,455 $10.3M 0.02% -23,178 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. 57,345 $10.3M 0.01% -4,612 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 58,380 $10.1M 1.97% +2,149 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 54,339 $9.77M 0.27% +354 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 50,286 $9.04M 0.01% new 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,004 $8.99M 0.01% -130 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 48,652 $8.75M 0.01% +9,420 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 48,158 $8.66M 0.21% -6,572 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 42,648 $8.32M 0.92% -580 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 44,257 $7.31M 1.39% +730 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 40,597 $7.3M 0.83% -2,606 13F-HR Timeline Clear Point Advisors Inc. More: the full row for Clear Point Advisors Inc. 45,012 $6.83M 5.32% new 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 36,626 $6.59M 4.39% -1,202 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 36,158 $6.5M 1.12% +1,383 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,147 $6.48M <0.01% +1,063 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 35,035 $6.3M 1.97% +1,601 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 34,843 $6.27M +19,257 Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 34,620 $6.23M 0.05% +3,263 13F-HR Timeline SOUTHERN CAPITAL SERVICES INC /ADV More: the full row for SOUTHERN CAPITAL SERVICES INC /ADV 33,635 $6.05M 3.89% +1,188 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,107 $5.77M 0.01% -1,665 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 31,499 $5.66M 0.02% -36,902 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 31,138 $5.6M 0.07% -987 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 29,877 $5.42M 0.41% +257 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 29,368 $5.28M 0.16% +1,843 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 27,555 $4.96M 1.13% +347 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 26,875 $4.83M 1.65% -1,812 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 26,571 $4.78M +335 Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 26,068 $4.69M 1.56% +6 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 25,770 $4.63M 1.55% +366 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 25,685 $4.62M 1.04% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 24,506 $4.41M 1.73% +1,411 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 23,843 $4.29M 0.06% +3,837 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 22,600 $4.06M 0.01% -3,362 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 22,356 $4.02M 1.19% +521 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21,796 $3.92M 0.06% -6,347 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 21,322 $3.83M 0.02% +1 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 19,503 $3.79M 0.82% -193 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 20,921 $3.76M 0.99% +269 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,288 $3.65M 0.04% -11,374 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 19,758 $3.55M 0.04% +199 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 19,409 $3.49M 0.89% +18,178 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,603 $3.34M <0.01% +5,447 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,392 $3.31M 0.08% -490 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 18,302 $3.29M <0.01% -4,134 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18,281 $3.29M 0.27% +364 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 18,164 $3.27M 0.02% +2,681 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 18,129 $3.26M 1.42% +4,075 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 18,005 $3.24M 0.94% -432 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 17,915 $3.22M 0.06% -942 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 17,497 $3.15M 0.02% -20,301 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 17,298 $3.13M <0.01% +572 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 17,102 $3.08M 0.02% +97 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 16,699 $3M 2.04% +230 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 16,506 $2.97M 0.04% -69 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 15,611 $2.81M 0.02% +3 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,341 $2.58M <0.01% +149 13F-HR Timeline Group BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 14,320 $2.58M <0.01% 0 13F-HR Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 14,296 $2.57M 0.64% -220 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 14,202 $2.55M 0.74% +389 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 14,029 $2.52M 0.01% +149 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 14,013 $2.52M 0.24% -478 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 13,934 $2.51M 1.83% -672 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 13,867 $2.49M 0.36% -265 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,806 $2.48M 0.01% +55 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 13,192 $2.37M 0.13% -164 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,095 $2.36M <0.01% +4,331 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 13,063 $2.35M 0.08% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 13,003 $2.34M 0.02% +21 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,656 $2.28M 0.02% +7,655 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,653 $2.28M 0.04% +249 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 12,231 $2.2M 0.01% +718 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,072 $2.17M <0.01% -6,867 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 12,056 $2.17M 1.08% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 11,915 $2.14M 0.01% +149 13F-HR/A Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 11,825 $2.13M 1.12% 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) 11,618 $2.09M 0.05% -5,601 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 11,962 $2.08M 0.09% -902 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 11,555 $2.08M 1.42% -6 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,510 $2.07M 0.04% +410 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 11,433 $2.06M 0.03% -24,282 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 11,004 $1.98M 0.17% -124 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,675 $1.92M <0.01% +513 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 10,413 $1.87M 0.05% -1,946 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,319 $1.86M 0.1% +93 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 10,225 $1.84M 0.2% +1,628 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,212 $1.84M 0.1% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,943 $1.79M 0.04% -163 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,932 $1.79M 0.02% -549 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 9,717 $1.75M 0.19% -756 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 9,614 $1.73M 0.68% +4,875 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 9,593 $1.73M 1.77% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 9,576 $1.72M +2,989 Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 9,524 $1.71M <0.01% -182 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 9,373 $1.69M 0.06% +12 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 9,277 $1.67M 0.09% -700 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 9,242 $1.66M 0.04% -851 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 9,208 $1.66M 0.01% -683 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 9,144 $1.64M 0.16% -62 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 8,948 $1.61M <0.01% -6,122 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,757 $1.57M 0.01% +108 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,697 $1.56M 0.08% +267 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 8,687 $1.56M 0.22% -188 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,644 $1.55M <0.01% -6,262 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 8,617 $1.55M <0.01% +1,663 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,453 $1.52M 0.03% +473 13F-HR/A Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 8,127 $1.46M 0.45% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 8,127 $1.46M 0.37% -372 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,095 $1.46M 0.08% -187 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 8,006 $1.44M 0.04% -604 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 7,789 $1.4M 0.56% -1,403 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,789 $1.4M 0.06% -1,500 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 9,365 $1.39M 0.88% +180 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 7,726 $1.39M 0.07% +868 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 7,659 $1.38M 0.02% +37 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 7,558 $1.36M <0.01% +653 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,414 $1.33M 0.14% -39 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,324 $1.32M 0.02% -549 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,320 $1.32M 0.02% +178 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,313 $1.32M 0.03% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 7,207 $1.3M 0.61% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,195 $1.29M 0.01% +4,475 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 6,836 $1.28M 0.58% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,040 $1.27M 0.07% -264 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 7,018 $1.26M 0.41% +387 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6,952 $1.25M 0.36% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 6,938 $1.25M <0.01% +436 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,858 $1.23M 0.06% -118 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,833 $1.23M 0.01% +260 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,815 $1.23M 0.02% +2,287 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 6,807 $1.22M 0.28% -125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 6,597 $1.19M 0.35% -1,030 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 6,524 $1.17M 0.26% +18 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,523 $1.17M 0.04% +881 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 6,352 $1.14M 0.02% -52 13F-HR Timeline Group Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,338 $1.14M 0.98% -3,712 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 6,314 $1.14M 1.04% +56 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 6,312 $1.14M 0.66% -13,744 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,203 $1.12M 0.01% 0 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 6,200 $1.12M 0.1% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,051 $1.09M 0.03% -1,590 13F-HR Timeline RBA Wealth Management, LLC More: the full row for RBA Wealth Management, LLC 6,012 $1.08M 0.39% +131 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 5,912 $1.06M 0.27% +828 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 5,766 $1.04M 0.65% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 5,764 $1.04M <0.01% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,739 $1.03M 0.15% +60 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,691 $1.02M 0.01% +1,158 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 5,663 $1.02M 0.94% -3,212 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,541 $996K <0.01% -118 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 5,327 $958K 0.17% +54 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 5,269 $948K 0.33% -21 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,267 $947K 0.02% -72 13F-HR Timeline 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 5,136 $924K <0.01% +333 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,059 $910K 0.21% 0 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 4,924 $886K 0.36% -26 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 4,913 $884K 0.09% -333 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 4,800 $863K 0.08% 0 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 4,949 $860K 0.03% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,708 $847K 0.04% -1,540 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,609 $829K 0.01% -214 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,589 $825K 0.03% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 4,558 $820K 0.28% -16 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,396 $791K 0.01% -304 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 4,341 $781K 0.01% +2,619 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,248 $764K 0.03% -339 13F-HR Timeline