CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 226,152 $11.4M 0.01% +4,875 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 224,731 $11.4M 0.12% +38,048 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 223,378 $11.3M 1.67% +29,174 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 221,538 $11.2M 0.02% -996 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 220,727 $11.1M 0.03% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Joel Adams & Associates, Inc. 211,201 $10.7M 6.86% +22,059 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 208,792 $10.6M 1.34% +1,628 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 209,268 $10.4M +108,329 Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 204,989 $10.4M 0.59% -15,207 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 204,413 $10.3M 0.03% +23,130 13F-HR Timeline Group Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 203,184 $10.3M 0.69% -1,470 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 202,568 $10.2M 4.04% -2,309 13F-HR Timeline CAPSTONE CAPITAL LLC More: the full row for CAPSTONE CAPITAL LLC 200,660 $10.1M 5.8% +16,527 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 200,043 $10.1M 0.07% +15,167 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 199,885 $10.1M 3.13% new 13F-HR Timeline JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 199,739 $10.1M 1.65% -6,813 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 197,616 $10M 1.86% -742 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 197,095 $9.97M 0.05% -36,151 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 196,900 $9.96M 1.5% -81,196 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 190,176 $9.62M 2.04% -6,844 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 189,684 $9.59M 1.96% +20,663 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 188,601 $9.54M 0.93% -946 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 184,834 $9.35M 0.8% +871 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 184,559 $9.35M 0.3% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 183,538 $9.28M 2.54% +21,144 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 183,053 $9.26M 0.06% +30,800 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 182,122 $9.21M 0.72% -29,726 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 181,386 $9.17M 0.7% -4,248 13F-HR Timeline Washington Trust Advisors, Inc. 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More: the full row for Edgestream Partners, L.P. 152,996 $7.74M 0.23% +46,075 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 152,584 $7.72M 0.09% +12,647 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 152,550 $7.72M 0.3% +613 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 152,144 $7.7M 0.9% +1,853 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 151,745 $7.68M 1.12% +9,371 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 151,662 $7.67M 0.01% +60,012 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 151,469 $7.66M 0.63% +6,036 13F-HR Timeline Group COOPER/HAIMS ADVISORS, LLC More: the full row for COOPER/HAIMS ADVISORS, LLC 147,219 $7.45M 3.2% -14,654 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 146,259 $7.4M 1.89% -2,924 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 144,730 $7.32M 0.11% 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 143,926 $7.28M 0.36% -7,199 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for MASTER'S WEALTH MANAGEMENT INC. 130,277 $6.59M 1.98% +24,183 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 129,470 $6.55M 0.32% -36,464 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 128,747 $6.51M 1.12% -3,385 13F-HR Timeline Odyssey Group, LLC More: the full row for Odyssey Group, LLC 128,089 $6.48M 1.75% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 126,797 $6.41M 0.01% +120,552 13F-HR Timeline Group Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 126,647 $6.41M 1.42% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 126,633 $6.41M 0.19% +88,260 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 125,835 $6.36M 1.05% +10,564 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 124,042 $6.27M 0.11% +3,300 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 123,291 $6.24M 1.66% +88,088 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 121,565 $6.15M 3.19% +14,596 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 120,957 $6.12M 0.25% -478 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 119,766 $6.06M 1.39% -12,605 13F-HR Timeline Vannoy Advisory Group, Inc. More: the full row for Vannoy Advisory Group, Inc. 119,464 $6.04M 3.42% +11,875 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 119,242 $6.03M 0.07% -11,544 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 118,962 $6.02M 0.1% new 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 117,960 $5.97M 0.35% +5,346 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 115,981 $5.87M 0.07% +4,610 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 115,895 $5.86M 0.37% +995 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 114,787 $5.81M 0.17% +3,639 13F-HR Timeline Group Asset Management Group, Inc. 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More: the full row for Retirement Investment Advisors, Inc. 106,540 $5.36M 0.38% -5,012 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 105,194 $5.32M 4.07% -432 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 105,094 $5.32M 0.24% -36,428 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 104,834 $5.3M 1.92% +8,674 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 104,618 $5.29M 2.44% -2,946 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 104,321 $5.28M 0.51% -11,169 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 103,998 $5.26M 2.88% +5,193 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 102,980 $5.21M 4.29% +9,425 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 101,253 $5.12M +576 Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 100,166 $5.07M 1.39% -2,868 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 99,806 $5.05M 0.17% +2,790 13F-HR Timeline Group BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 99,662 $5.04M 0.38% +9,407 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 99,381 $5.03M 0.1% +32,324 13F-HR Timeline Group ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 99,015 $5.01M 0.81% +7,388 13F-HR Timeline Shade Tree Advisors LLC More: the full row for Shade Tree Advisors LLC 98,980 $5.01M 2.92% +245 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 98,971 $5.01M 0.19% +21,841 13F-HR Timeline GRAND WEALTH MANAGEMENT, LLC More: the full row for GRAND WEALTH MANAGEMENT, LLC 98,941 $5M 2.09% +15,448 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 98,454 $4.98M 0.17% +23,405 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 98,640 $4.98M 1.11% -66,453 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 97,259 $4.92M 2.26% +36,795 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 97,099 $4.91M 0.06% +17,146 13F-HR Timeline Finhabits Advisors LLC More: the full row for Finhabits Advisors LLC 96,556 $4.88M 4.11% +5,323 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 96,216 $4.87M 1.03% +4,727 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 96,064 $4.86M 0.89% +82 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 96,001 $4.86M 0.12% +2,448 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 95,878 $4.85M 0.52% +23,627 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 95,064 $4.81M 0.12% +39,359 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 94,979 $4.8M 2.27% +939 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 94,609 $4.79M 0.05% -7,361 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 94,172 $4.76M 0.09% +3,305 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 94,077 $4.76M 0.05% -1,591 13F-HR Timeline Equita Financial Network, Inc. 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