BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 26,490,507 $2.14B 0.19% +391,815 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 7,034,197 $567M 0.14% +2,500,015 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 7,000,139 $565M 0.04% -16,242 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 6,862,034 $556M 0.5% +4,138,846 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 6,036,815 $487M 0.9% +348,892 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 1,967,775 $159M 3.01% +381,514 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,518,012 $122M 0.01% +70,906 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,511,735 $122M 0.03% -300,044 13F-HR Timeline Group Summit Rock Advisors, LP More: the full row for Summit Rock Advisors, LP 1,478,312 $119M 82.82% +240,568 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,265,812 $102M +1,393 Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,241,800 $100M 0.11% +35,862 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 809,963 $65.3M 0.01% -194,143 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 783,612 $63.2M 0.02% -14,753 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 774,352 $62.5M 0.02% -62,450 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 729,890 $58.9M 1.49% +32,073 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 712,294 $57.4M 2.99% -22,365 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 632,548 $51M 0.01% -190,303 13F-HR Timeline Group RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 523,568 $42.2M 5.84% -60,376 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 499,756 $40.3M 1.05% +13,466 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 391,689 $31.6M 0.09% -16,887 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 372,703 $30.1M 0.18% -2,574 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 329,559 $26.6M 1.45% -43,507 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 298,156 $24M 0.01% -287,617 13F-HR/A Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 275,390 $23M 1.3% +253,540 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 281,242 $22.7M 0.04% +32,335 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 278,280 $22.4M 0.38% +139,700 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 275,137 $22.2M 0.13% -11,060 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 260,022 $21M 0.26% +43,144 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 245,251 $19.8M 0.02% -4,411 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 232,000 $18.7M 0.5% new 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 189,832 $15.3M +185,456 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 185,460 $15M 0.42% +102,320 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 183,155 $14.8M 11.78% +8,417 13F-HR Timeline TEXAS PERMANENT SCHOOL FUND CORP More: the full row for TEXAS PERMANENT SCHOOL FUND CORP 181,968 $14.7M 0.52% +2,641 13F-HR/A Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 175,348 $14.1M 0.58% +33,069 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 172,135 $13.9M 0.02% +126,375 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 167,186 $13.5M 0.11% -26,421 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 166,770 $13.5M 1.4% +1,385 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 159,746 $12.9M 0.02% -11,671 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 157,460 $12.7M 0.01% +5,012 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 156,433 $12.6M 0.03% -21,640 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 154,177 $12.4M 0.03% -33,331 13F-HR Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 148,965 $12M 0.94% +48 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 141,477 $11.4M 0.03% -55,636 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 140,194 $11.3M 3.43% +6,683 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 138,179 $11.1M 0.02% +13,328 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 133,107 $10.7M 4.07% +8,882 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 134,371 $10.4M 0.02% +50,324 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 127,024 $10.2M 0.02% -31,724 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 117,325 $9.46M 0.03% -4,616 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 113,994 $9.19M 0.05% -4,810 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 112,793 $9.1M 0.11% -29,149 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 111,805 $9.02M 1.13% +7,182 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 109,628 $8.84M 0.76% -32,755 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 108,103 $8.72M 0.05% -12,019 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 107,151 $8.64M 3.29% +7,634 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 106,700 $8.61M -10,442 Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 100,000 $8.06M 0.33% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 94,851 $7.67M 0.03% +755 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 93,090 $7.51M +5,381 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 92,889 $7.49M <0.01% +9,385 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 92,297 $7.44M 0.62% +22 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 88,985 $7.18M 8.77% -3,351 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 83,227 $6.71M 0.05% -2,484 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 82,690 $6.67M 0.25% +636 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 81,962 $6.61M 0.01% +37,499 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 80,527 $6.49M 0.7% +2,709 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 79,918 $6.45M 0.01% +51,687 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 79,575 $6.42M 0.03% +618 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 77,636 $6.26M 0.01% +8,991 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 74,337 $6M 0.72% -15,538 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 71,779 $5.79M 0.02% -56,279 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 71,768 $5.79M 0.28% +2,383 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 71,532 $5.77M 0.45% +6,347 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 69,330 $5.59M 0.03% +10,124 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 68,948 $5.56M 0.01% +7,655 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 68,721 $5.54M 0.19% +10,441 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 67,037 $5.41M 0.01% +55,872 13F-HR/A Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 66,861 $5.39M <0.01% new 13F-HR Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 66,019 $5.32M 0.33% +310 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 64,873 $5.23M 0.04% +6,366 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 64,710 $5.22M 0.03% +29,712 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 60,011 $4.84M 0.43% -3,995 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 58,750 $4.74M 1.84% -197 13F-HR/A Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 58,648 $4.73M 0.56% +9,437 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 57,864 $4.67M <0.01% +11,876 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 56,422 $4.55M 0.64% +813 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 56,271 $4.54M 0.06% new 13F-HR/A Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 55,993 $4.52M 0.02% +4,306 13F-HR/A Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 53,422 $4.31M 0.86% +3,495 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 52,543 $4.24M 1.65% +1,143 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 51,536 $4.16M <0.01% +2,294 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 51,100 $4.12M <0.01% +1,088 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 41,481 $4.05M 0.01% -35,643 13F-HR/A Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 50,129 $4.04M <0.01% -19,301 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 48,875 $3.94M <0.01% +642 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 46,247 $3.73M 0.06% +8,290 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 44,833 $3.62M +3,605 Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 44,092 $3.56M 0.08% +1 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 42,886 $3.53M 1.09% +1,858 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 43,463 $3.51M 0.51% -11,815 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 41,494 $3.35M 1.02% -4,243 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 40,615 $3.28M 0.19% +7,040 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 40,589 $3.27M 1.52% -717 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 40,584 $3.27M 0.28% +4,484 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 40,236 $3.25M 2.3% -1,694 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 39,138 $3.16M 0.21% +1,929 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 39,792 $3.13M 2.72% +4,974 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 38,618 $3.11M <0.01% +62 13F-HR Timeline Group FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 38,135 $3.08M 1.91% +1,947 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 37,043 $2.99M 0.04% -756 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 36,947 $2.98M 0.56% -498 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 36,635 $2.95M 0.06% +4,148 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 35,716 $2.88M 0.04% -55,504 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 35,628 $2.87M 0.24% +2,930 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 35,366 $2.85M <0.01% +1,941 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 35,200 $2.84M 0.38% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,644 $2.79M 0.01% +1,090 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 33,902 $2.73M 0.32% -26,193 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 33,804 $2.73M 1.04% -3,471 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 33,587 $2.71M 0.55% -621 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 33,377 $2.69M 0.01% -5,457 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,770 $2.56M 0.02% +796 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 31,527 $2.54M 0.01% +470 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 31,453 $2.54M 0.08% +26,101 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 31,192 $2.52M <0.01% -136,510 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 31,173 $2.51M 2.33% +1,341 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 30,956 $2.5M 0.6% +732 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 29,993 $2.42M 1% -130 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 28,934 $2.33M <0.01% -9,124 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 28,520 $2.3M 0.68% -2,618 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 27,514 $2.22M <0.01% +27,456 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 27,502 $2.22M 0.74% -65 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,308 $2.2M 0.02% +2,036 13F-HR Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 27,286 $2.2M 0.05% +7,195 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27,173 $2.19M 0.69% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 26,737 $2.17M 0.15% -4,521 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 26,854 $2.17M +5,471 Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 26,472 $2.13M 0.67% -85 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 25,613 $2.07M 0.02% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25,549 $2.06M 0.06% -6 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 24,900 $2.01M 0.09% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 28,143 $1.99M 0.66% -1,977 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 24,478 $1.97M 0.02% +2,431 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 24,011 $1.94M -676 Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 24,036 $1.94M 1.03% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,508 $1.91M 0.02% -4,008 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,481 $1.89M 0.01% +239 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 23,299 $1.88M 0.4% +299 13F-HR Timeline Group Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 23,177 $1.87M 1.93% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 23,163 $1.87M 0.07% +2,622 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 22,672 $1.83M 0.29% +64 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,671 $1.83M 0.14% +1,155 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,219 $1.79M 0.05% +15,478 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 22,174 $1.79M 1.31% -3,320 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,108 $1.78M <0.01% +2,675 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 22,017 $1.78M <0.01% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 21,300 $1.73M 0.01% -69,350 13F-HR Timeline Group Gainplan LLC More: the full row for Gainplan LLC 21,316 $1.72M 1.12% -816 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 20,363 $1.64M 0.79% +7,343 13F-HR/A Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 20,311 $1.64M 0.7% -153 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 19,498 $1.57M 0.11% new 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 19,398 $1.56M 0.43% +1,670 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 19,172 $1.55M 0.21% -2,757 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 18,850 $1.52M 0.29% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 18,634 $1.5M 0.12% +840 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 18,227 $1.47M 0.11% new 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 18,204 $1.47M 0.53% +23 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18,196 $1.47M 0.19% +95 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 18,111 $1.46M 0.44% +303 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 17,938 $1.45M 0.25% -1,700 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 17,438 $1.41M 0.21% -9,561 13F-HR/A Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,296 $1.39M 0.05% -384 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 16,893 $1.36M 0.74% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 16,444 $1.33M 1.56% +3,406 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,176 $1.27M 0.04% +3,807 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 12,000 $1.27M 1.16% -3,072 13F-HR Timeline M Holdings Securities, Inc. 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LLC. 14,758 $1.19M <0.01% -3,791 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 14,540 $1.17M 0.07% 0 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,484 $1.17M 0.03% +448 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 14,165 $1.14M 0.13% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,149 $1.14M 0.03% +29 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 14,019 $1.13M 0.06% -310 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,981 $1.13M 0.08% +1,616 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,975 $1.13M <0.01% -313 13F-HR Timeline WestHill Financial Advisors, Inc. 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