BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,540,946 $394M 0.04% -228,101 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,536,546 $322M 4.18% +77,207 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,106,825 $292M 0.81% -49,825 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 4,027,240 $286M +172,264 Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3,971,722 $282M 7.18% -142,236 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 3,801,036 $270M 0.1% 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,283,329 $162M 0.01% +4,720 13F-HR/A Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,066,985 $147M 0.23% +84,576 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,586,552 $113M 0.02% +43,192 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,448,336 $103M 0.1% +13,791 13F-HR Timeline LINCOLN NATIONAL CORP in group LINCOLN NATIONAL CORP More: the full row for LINCOLN NATIONAL CORP 1,292,707 $91.8M 2.95% +59,592 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,123,091 $79.8M 3.47% +63,964 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 986,456 $70.1M 0.1% +36,260 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 964,841 $68.5M 0.68% -46,774 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 898,749 $63.8M 0.01% +10,313 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 795,127 $56.5M 0.15% +14,736 13F-HR Timeline Group Elm Partners Management LLC More: the full row for Elm Partners Management LLC 746,053 $53M 3.62% -207,854 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 744,770 $52.9M 0.77% -4,644 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 702,501 $49.9M 0.01% +243,897 13F-HR Timeline Group Garde Capital, Inc. More: the full row for Garde Capital, Inc. 650,353 $46.2M 3.05% -31,997 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 637,191 $45.2M 2.25% -8,886 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 572,429 $40.7M 3.12% +28,626 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 552,874 $39.3M 2.53% +36,042 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 523,231 $37.2M 0.01% -57,883 13F-HR Timeline Group Money Design Co.,Ltd. More: the full row for Money Design Co.,Ltd. 461,457 $32.8M 1.69% +451,139 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 400,853 $28.5M 0.01% +99,530 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 354,016 $25.1M 0.39% +5,798 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 350,000 $24.9M 0.27% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 346,491 $24.6M 0.42% -79 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 331,952 $23.6M 5.42% +13,738 13F-HR Timeline Karpus Management, Inc. More: the full row for Karpus Management, Inc. 327,272 $23.2M 0.69% +9,046 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 326,010 $23.2M <0.01% +6,333 13F-HR Timeline Group Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 256,965 $18.3M 2.37% -34 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 252,751 $18M 2.51% -177 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 242,683 $17.2M 0.01% +1,679 13F-HR Timeline Group University of Maryland Foundation, Inc. More: the full row for University of Maryland Foundation, Inc. 221,527 $15.7M 8.83% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 210,101 $14.9M 0.01% +10,819 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 207,920 $14.8M 0.01% -4,089 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 197,141 $14M 0.26% -166,225 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. 196,647 $14M 0.01% -298 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 169,200 $12M 0.05% +75,200 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 167,052 $11.9M 8.77% +34,949 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 166,095 $11.8M 6.51% -69,920 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 165,633 $11.8M <0.01% +20,140 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 163,090 $11.6M 0.06% +15,803 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 157,838 $11.2M 0.14% -8,562 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 157,768 $11.2M 0.01% -5,111 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 152,137 $10.8M 1.7% -4,842 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 141,400 $10M 0.01% -74,200 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 136,052 $9.67M 0.02% -386,122 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 123,809 $8.8M 0.04% -3,223 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 122,154 $8.68M 0.02% -10,995 13F-HR Timeline Group Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 118,386 $8.41M new Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 117,529 $8.35M 1.06% +12,976 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 115,395 $8.2M <0.01% +107,443 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 112,204 $7.97M 0.01% 0 13F-HR Timeline Group TrinityPoint Wealth, LLC More: the full row for TrinityPoint Wealth, LLC 111,565 $7.93M 1.11% +7,467 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 106,835 $7.87M 0.05% +1,098 13F-HR Timeline Latigo Investments, LLC More: the full row for Latigo Investments, LLC 105,826 $7.52M 3.82% 0 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 101,800 $7.23M 1.9% -861 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 99,936 $7.1M 0.04% +2,448 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 99,861 $7.09M 3.09% +3,338 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 94,224 $6.69M 1.89% -635 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 93,911 $6.67M 0.01% +2,345 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 89,495 $6.61M 5.07% -9,682 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 90,540 $6.43M 0.08% +2,966 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 89,044 $6.33M 1.29% +675 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 86,355 $6.13M 0.02% +20 13F-HR Timeline Group Legacy PCG, LLC More: the full row for Legacy PCG, LLC 84,049 $5.97M 4.25% +587 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 82,662 $5.87M 0.01% +21,338 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 81,627 $5.8M 0.42% +1,621 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 80,160 $5.69M 0.95% -1,073 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 78,710 $5.59M 2.37% 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 75,081 $5.33M 0.02% -32,031 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 68,366 $4.86M 0.08% +315 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 64,295 $4.57M 1.32% -850 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 63,944 $4.54M 4.08% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 63,644 $4.52M 0.13% +2,233 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 62,038 $4.41M 1.65% +2,109 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 57,174 $4.06M 0.38% -29,730 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 55,960 $3.98M <0.01% -10,369 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 53,523 $3.8M 0.04% +23 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 51,345 $3.65M 0.03% -1,884 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 49,150 $3.49M 0.02% +10,290 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 47,753 $3.39M 0.12% -107,368 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 46,681 $3.32M 0.16% -72 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 46,269 $3.29M 0.01% -1,768 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 46,200 $3.28M <0.01% new 13F-HR Timeline Group Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 44,911 $3.19M 2.38% -1,145 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 44,026 $3.13M 0.93% -1,072 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 43,465 $3.09M 0.59% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 42,268 $3M 0.86% 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 37,884 $2.97M 0.54% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 41,209 $2.93M 0.02% -1,742 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 41,127 $2.92M 0.05% +7,890 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,090 $2.71M <0.01% -9,939 13F-HR Timeline Group TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 37,100 $2.64M 0.62% -7,655 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 36,989 $2.63M 0.25% +216 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 36,173 $2.57M 0.04% +2,242 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 34,711 $2.47M 0.03% -1,467 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 33,193 $2.36M 0.29% -14 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 32,783 $2.33M 0.65% -1,128 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 32,453 $2.31M 0.01% +2,810 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 31,446 $2.23M <0.01% -13,783 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 31,258 $2.22M <0.01% +706 13F-HR Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 30,974 $2.21M 0.02% +4,233 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 31,095 $2.21M 2.03% +699 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 30,363 $2.16M 0.15% +99 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 30,317 $2.15M 0.43% +255 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 29,632 $2.11M 0.06% -1,422 13F-HR Timeline WealthBridge Investment Counsel Inc. More: the full row for WealthBridge Investment Counsel Inc. 29,420 $2.09M 0.77% +690 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 28,108 $2M 0.95% +575 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 26,280 $1.87M 0.15% -938 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 26,248 $1.86M 0.52% -586 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,083 $1.85M 0.01% +23,471 13F-HR Timeline Group Focus Partners Advisor Solutions, LLC in group Focus Partners Wealth More: the full row for Focus Partners Advisor Solutions, LLC 25,379 $1.8M 0.03% -2,281 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 25,015 $1.78M 0.03% new 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 24,759 $1.76M 0.03% +223 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 23,723 $1.69M <0.01% +94 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 23,471 $1.64M 0.09% +1,986 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,851 $1.62M 0.01% +669 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 22,844 $1.62M 0.15% -236 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,523 $1.53M 0.33% +33 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 20,603 $1.46M 0.11% +1,357 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 19,991 $1.42M 0.02% -1,577 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 19,820 $1.41M 1.07% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 19,696 $1.38M 1.37% +848 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19,309 $1.37M 0.01% -3,291 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,540 $1.32M <0.01% -1,176 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 18,366 $1.3M 0.13% -77 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 18,000 $1.28M 0.37% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 17,477 $1.24M -1,785 Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 17,298 $1.23M <0.01% +681 13F-HR Timeline Group VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 16,431 $1.17M <0.01% +4,922 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 16,425 $1.17M 0.26% -4,835 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 16,119 $1.13M 0.11% +510 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 15,825 $1.12M 0.11% -486 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 15,750 $1.12M 0.49% -2,820 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 15,669 $1.11M <0.01% +1,523 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,106 $1.07M <0.01% +6,897 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 15,054 $1.07M 0.04% +1,759 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 13,648 $1.06M 0.06% +170 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,752 $1.05M <0.01% +4,074 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 14,650 $1.04M 0.01% -14,970 13F-HR Timeline Group Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 14,423 $1.02M 0.54% -352 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 14,360 $1.02M 0.38% +682 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 14,038 $997K 0.15% -50 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 13,912 $988K 0.99% -574 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 13,842 $983K 0.03% +148 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,323 $946K 0.02% -22 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,011 $924K 0.06% +23 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 12,984 $922K 0.16% -414 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 12,812 $910K 0.07% -1,276 13F-HR Timeline Group Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 12,785 $908K 0.4% +420 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,060 $857K 0.01% +899 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 11,910 $832K 0.18% -84 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,591 $823K 0.23% +1,908 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,363 $807K 0.03% -1,859 13F-HR Timeline Group Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 10,949 $778K 1.26% -741 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 10,773 $765K <0.01% +264 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 10,761 $764K 0.02% +960 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,389 $738K 0.01% +873 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,094 $717K 0.04% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 9,971 $708K 0.11% -1,126 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,928 $705K 0.02% -1,682 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 9,670 $687K 0.49% -180 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 9,576 $680K 0.68% +363 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,440 $671K 0.02% -8,245 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 9,367 $666K 0.01% +448 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 8,810 $626K 0.35% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,785 $624K 0.05% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,556 $608K <0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 8,486 $603K 0.04% +988 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,275 $588K <0.01% -2,920 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,190 $582K 0.04% +40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,140 $578K 0.06% -538 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 8,063 $573K <0.01% +151 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,962 $566K 0.03% +390 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,808 $555K <0.01% -793 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 7,649 $543K <0.01% -141 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 7,105 $520K 0.02% +300 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,225 $513K <0.01% -23,536 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 7,118 $506K 0.02% +70 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 7,008 $498K 0.74% 13F-HR/A Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,970 $495K <0.01% -813 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,835 $486K 0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 6,766 $481K 0.06% -1,179 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,698 $476K 0.02% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 6,580 $467K 0.07% -10 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,323 $453K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,964 $424K 0.02% +1,454 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 5,869 $417K 0.07% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,919 $414K 0.08% -248 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,806 $412K 0.02% -84 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 5,749 $408K 1.1% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,642 $401K 0.03% -214 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,630 $400K 0.01% -395 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,628 $400K 0.03% +25 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 5,413 $385K 0.08% -253 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,275 $375K 0.02% 0 13F-HR Timeline