BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 24,964,224 $3.03B 0.2% +1,128,000 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 14,865,729 $1.8B -357,814 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,955,617 $1.09B 0.06% +19,016 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 8,513,553 $1.03B 3.81% +1,908,879 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,896,669 $716M 0.78% +138,459 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 4,076,388 $495M 0.09% +335,542 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,915,848 $475M +116,444 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,947,269 $355M 0.14% -1,250,406 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 2,849,165 $346M 0.04% -91,536 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,269,264 $276M 0.23% +789,772 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 1,922,657 $233M 0.26% -993,515 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,861,145 $225M 0.01% +4,758 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,480,354 $180M 0.89% +213,760 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,226,242 $149M 0.03% +155,023 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,132,212 $137M 0.16% +451,254 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 862,639 $105M 0.07% -7,261 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 774,422 $94M 0.03% +85,947 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 740,209 $89.9M 0.02% +30,347 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 628,901 $76.4M 1.57% +91,352 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 627,845 $76.2M 0.29% +619,508 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 582,050 $70.7M 2.3% 0 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 566,229 $68.8M 0.01% -17,428 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 420,000 $51M 0.07% -82,000 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 415,648 $50.5M 1.95% -11,986 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 387,207 $47M 0.24% -87,468 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 121,344 $44.7M 7.29% +5,052 13F-HR Timeline TEXAS TREASURY SAFEKEEPING TRUST CO More: the full row for TEXAS TREASURY SAFEKEEPING TRUST CO 356,474 $43.3M 6.25% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 352,082 $42.7M 1.06% +78,895 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 310,408 $37.7M 0.01% -44,870 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 294,285 $35.7M 0.21% -22,715 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 289,507 $35.2M 0.16% +7,349 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 275,322 $33.4M 0.06% +455 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 261,877 $31.8M 0.48% +99,172 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 260,175 $31.6M 2.62% +57,386 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 255,238 $31M 0.05% +55,464 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 234,831 $28.5M 0.1% -42,121 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 223,431 $27.1M 0.02% +2,232 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 212,943 $25.9M 0.55% -166,968 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 206,297 $25M 2.37% -23,645 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 199,997 $24.3M 0.03% +18,472 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 192,676 $23.4M 0.01% +1,889 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 184,661 $22.4M 0.1% +12,375 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 168,515 $20.5M 12.35% -22,017 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 167,423 $20.3M -12,905 Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 165,262 $20.1M 0.71% +50,565 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 156,705 $19M 0.83% -5,048 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 155,114 $18.8M 0.04% +23,737 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 152,902 $18.6M 0.01% +6,408 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 149,225 $18.1M 0.98% -160 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 146,404 $17.8M 3.69% +3,591 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 144,231 $17.5M 0.02% -11,010 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 143,888 $17.5M 0.02% -5,208 13F-HR Timeline Group Fusion Capital, LLC More: the full row for Fusion Capital, LLC 142,253 $17.3M 4.01% +2,030 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 136,486 $16.6M 4.25% -2,870 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 132,310 $16.1M 1.01% -14,494 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 131,213 $15.9M 0.01% -143,787 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. 130,473 $15.8M 0.01% +837 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 123,634 $15M 0.04% +3,772 13F-HR Timeline Group Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 121,911 $14.8M 1.2% +6,987 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 120,557 $14.6M 1.26% +49,773 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 117,265 $14.2M +5,845 Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 116,435 $14.1M <0.01% -6,124 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 113,442 $13.8M 0.02% -7,702 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 113,415 $13.8M 1.19% +4,781 13F-HR Timeline Fairfield University More: the full row for Fairfield University 105,913 $12.9M 5.21% +265 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 104,587 $12.7M 1.07% +528 13F-HR Timeline Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 102,233 $12.4M new Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 100,163 $12.2M 0.04% -31,637 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 100,000 $12.1M 0.48% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 99,914 $12.1M 0.14% +6,683 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 99,340 $12.1M -7,054 Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 95,398 $11.6M 0.02% +3,901 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 93,742 $11.4M 0.05% +15,896 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 93,417 $11.3M 0.08% +77,891 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 93,231 $11.3M 0.05% -14,946 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 91,496 $11.1M 0.01% +2,594 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 90,853 $11M 0.54% -1,503 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 88,369 $10.7M 0.01% -1,545 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 88,061 $10.7M 1.57% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 86,277 $10.5M 0.03% +3,542 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 84,809 $10.3M 1.38% -2,956 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 84,487 $10.3M 0.57% -7,812 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 82,917 $10M 0.28% -1,689 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 81,562 $9.9M 0.02% +28,728 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 80,591 $9.79M 0.04% +3,322 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 80,454 $9.77M 7.3% -4,680 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 78,873 $9.58M 0.11% +6,880 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 78,760 $9.56M 2.02% +5,743 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 77,417 $9.4M 2.4% +3,042 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 75,312 $9.14M 0.07% -1,018 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 74,418 $9.04M 0.02% -5,553 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,091 $9M 0.01% -13,443 13F-HR/A Timeline Group First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 71,124 $8.64M 2.76% +4,201 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 68,875 $8.36M 0.02% +3,402 13F-HR/A Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 68,479 $8.31M 5.64% -4,478 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 68,341 $8.3M 0.01% +1,189 13F-HR Timeline Group Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 66,140 $8.03M <0.01% -1,990 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 65,617 $7.97M 0.01% -9,166 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 63,206 $7.67M 0.03% -1,778 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 61,528 $7.47M 0.12% -8,926 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 60,828 $7.39M 1.97% +2,922 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 60,741 $7.38M 1.69% +45,172 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 60,947 $7.24M 1.32% +75 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 59,328 $7.2M 1.01% +1,460 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 55,465 $6.73M 2.15% -49 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 54,546 $6.62M 0.07% +54,228 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 53,885 $6.54M 0.01% +6,117 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 52,193 $6.34M 0.01% +351 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 51,970 $6.31M 0.06% +2,772 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 51,361 $6.24M <0.01% +5,346 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 51,108 $6.21M 0.06% +45,543 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 49,308 $5.99M 2.25% +627 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 49,158 $5.97M 0.03% -6,004 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 48,931 $5.94M 0.29% -244 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 48,346 $5.87M 0.02% +6,319 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 47,741 $5.8M 3.48% +2,828 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 47,658 $5.79M <0.01% -693 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 47,476 $5.76M 0.12% +709 13F-HR 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 46,924 $5.7M 0.04% +8,551 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 46,442 $5.64M 0.01% +12,892 13F-HR Timeline Group RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 45,900 $5.49M 4.83% +1,737 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 44,922 $5.45M 0.01% +1,465 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 44,549 $5.41M <0.01% -8,135 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 45,115 $5.4M 0.01% +6,651 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 43,824 $5.32M 0.03% -581 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 42,944 $5.25M 0.02% +3,620 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 41,334 $5.02M 0.31% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 40,919 $4.97M 0.05% +37,942 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 40,852 $4.96M 0.26% +382 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 40,252 $4.89M 2.17% -175 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 40,172 $4.88M 2.37% -378 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 39,687 $4.82M <0.01% +20,320 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 39,633 $4.81M 0.03% +12,230 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 39,538 $4.8M -5,636 Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 38,416 $4.66M 1.9% +4,114 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 38,052 $4.62M 0.89% +40 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 59,205 $4.51M 0.55% 0 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 36,549 $4.44M 1.38% -1,462 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 36,317 $4.41M 0.06% -8,028 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 36,316 $4.41M 0.17% +2,378 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,122 $4.39M 0.02% -122 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 35,427 $4.3M 0.02% +17,068 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 34,844 $4.23M 0.68% -235 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 34,254 $4.16M 2.51% +920 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 33,967 $4.12M 1.03% +18,114 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 33,834 $4.11M 0.3% +3,024 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 33,637 $4.08M 1.11% +350 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 33,327 $4.05M <0.01% +1,743 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 32,853 $3.99M 0.77% +1,981 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 32,857 $3.99M 0.02% +1,579 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,630 $3.96M 0.05% -309 13F-HR Timeline Group Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 31,767 $3.86M 3.35% 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 31,642 $3.84M -206,630 Timeline F/m Investments LLC More: the full row for F/m Investments LLC 31,447 $3.82M 0.19% +76 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 31,311 $3.8M 0.04% -1,548 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 31,222 $3.79M 0.55% -1,500 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 31,176 $3.79M 0.11% +28,816 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 31,138 $3.78M 2.16% 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 30,358 $3.69M 0.66% -123 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 30,074 $3.65M 0.12% -849 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 29,836 $3.62M <0.01% +5,249 13F-HR Timeline Group Key Capital Management, INC More: the full row for Key Capital Management, INC 29,615 $3.6M 1.85% +6,283 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 29,195 $3.54M 0.57% +859 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 28,465 $3.46M 0.03% +21,537 13F-HR Timeline Group Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 28,049 $3.41M 2.58% -815 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 27,738 $3.37M 0.44% -673 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 27,616 $3.35M <0.01% +301 13F-HR Timeline Group Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 27,300 $3.31M 0.01% -19,800 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 27,278 $3.31M 1.02% +740 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,240 $3.31M 0.01% 0 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 26,630 $3.23M 0.09% -2,478 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 26,536 $3.22M 1.05% +43 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 26,056 $3.16M 1.25% +8,756 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 25,902 $3.15M 0.21% +1,563 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25,736 $3.12M 0.06% +638 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 25,613 $3.11M 0.02% 0 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 24,973 $3.03M 0.51% -109 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 30,270 $2.97M 1.07% +4,882 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 24,073 $2.92M 0.48% -1,809 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 24,578 $2.89M 0.38% -2,191 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 23,802 $2.89M 0.91% +4,431 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 23,800 $2.89M 2.74% +359 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 23,759 $2.88M <0.01% +3,356 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 23,493 $2.85M +1,439 Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 23,177 $2.81M 0.05% +722 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 23,082 $2.8M <0.01% -12,900 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 22,868 $2.78M 0.48% -3,180 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 22,614 $2.75M 0.17% +1,560 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 22,472 $2.73M <0.01% +2,724 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 21,876 $2.66M 0.19% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21,649 $2.63M 0.52% +56 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,623 $2.63M 0.26% -133 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 21,218 $2.58M 0.17% +458 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 25,192 $2.52M <0.01% +1,537 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 20,717 $2.52M 0.57% +1,381 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 20,329 $2.47M 0.11% -414 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 20,285 $2.46M 0.05% -212 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 20,046 $2.43M 0.07% +16,909 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 19,845 $2.41M 0.04% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 19,804 $2.4M 0.03% +8,984 13F-HR Timeline Group