BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 27,109,964 $2.36B 0.19% +619,457 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,068,578 $877M 0.66% +3,206,544 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,530,174 $744M 0.05% +1,530,035 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 8,497,930 $741M 0.16% +1,463,733 13F-HR Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 7,245,779 $632M 1% +1,208,964 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,540,819 $396M 0.5% +4,528,560 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,547,243 $309M +2,281,431 Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 2,340,620 $204M 2.53% +372,845 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,027,541 $177M 0.01% +509,529 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,692,589 $148M 0.03% +180,854 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,392,779 $121M 0.12% +150,979 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,171,690 $102M 0.02% +361,727 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 859,551 $75M 0.03% +75,939 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 589,550 $51.4M 0.01% -42,998 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 582,288 $50.8M 0.02% -192,064 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 496,289 $43.3M 2.14% -216,005 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 488,414 $42.6M 1% -11,342 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 372,987 $32.5M 0.19% +284 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 323,157 $28.2M 0.82% -6,402 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 314,517 $27.4M 0.14% +39,380 13F-HR Timeline Group Allianz SE in group Allianz SE More: the full row for Allianz SE 313,000 $27.3M 0.65% +81,000 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 308,028 $26.9M 0.71% +122,568 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 280,489 $24.5M 0.04% -753 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 277,397 $24.2M 0.06% -114,292 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 263,818 $23M 0.25% +3,796 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 252,876 $22.1M <0.01% -45,280 13F-HR/A Timeline Group SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 247,151 $21.6M 0.02% +1,900 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 237,265 $20.7M 0.03% +65,130 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 231,289 $20.2M 14.86% +48,134 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 208,460 $18.2M 0.67% new 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) 194,213 $16.9M 0.46% +184,705 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 190,547 $16.6M 0.3% -539,343 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 188,622 $16.5M 0.12% +21,436 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 183,869 $16M 1.15% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 182,937 $16M 0.03% +26,504 13F-HR/A Timeline Group TEXAS PERMANENT SCHOOL FUND CORP More: the full row for TEXAS PERMANENT SCHOOL FUND CORP 181,968 $15.9M 0.53% 0 13F-HR/A Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 176,774 $15.4M 1.41% +10,004 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 172,739 $15.1M 0.01% +15,279 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 167,604 $14.6M 0.03% +13,427 13F-HR/A Timeline Group LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 162,373 $14.2M 1.01% +13,408 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 150,468 $13.1M 0.7% -24,880 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 147,926 $12.9M 0.02% -11,820 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 147,373 $12.9M +102,540 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 140,099 $12.3M 0.03% +5,728 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 138,790 $12.1M 0.02% +611 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 136,362 $11.9M 4.05% +3,255 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 134,659 $11.7M 0.03% -6,818 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 126,221 $11M 0.08% +113,929 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 124,660 $10.9M 0.03% +7,335 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 123,299 $10.8M 1.36% -400,269 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 120,091 $10.5M 0.01% +27,202 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 114,189 $9.96M 0.05% +195 13F-HR/A Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 113,810 $9.93M 0.4% -164,470 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 112,578 $9.82M 3.36% +5,427 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 106,201 $9.26M 0.02% -20,823 13F-HR Timeline Group Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 105,823 $9.23M 0.73% -3,805 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 103,800 $9.05M 1.04% -8,005 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 103,782 $9.05M 0.02% +81,765 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 101,200 $8.81M 0.03% +6,349 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 100,000 $8.72M 0.32% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 97,791 $8.53M 2.79% new 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 96,644 $8.43M 0.82% +16,117 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 95,558 $8.33M 0.01% +13,596 13F-HR/A Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 95,154 $8.3M 0.34% 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 92,585 $8.08M 0.03% +13,010 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 92,280 $8.05M 0.61% -17 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 91,857 $8.01M 0.02% +60,330 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 90,438 $7.89M 0.35% +18,670 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 87,058 $7.59M -6,032 Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 86,695 $7.56M 1.3% +49,748 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 83,625 $7.29M 0.05% +18,752 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 80,316 $7.01M 0.05% -2,911 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 80,230 $7M 0.51% +8,698 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 78,722 $6.87M 0.24% -3,968 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 77,526 $6.76M 7.02% -11,459 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 76,670 $6.69M 0.01% -966 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 73,409 $6.4M 0.03% +17,416 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 73,268 $6.39M 0.19% +4,547 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 73,098 $6.38M 0.68% +14,450 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 72,961 $6.36M 2.26% +14,211 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 72,537 $6.33M 0.02% +758 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 71,766 $6.26M 0.12% +63,908 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 70,293 $6.13M <0.01% +3,432 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 66,939 $5.84M 0.03% -2,391 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 66,832 $5.83M <0.01% +8,968 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 66,207 $5.77M 0.01% -2,741 13F-HR Timeline Group TIAA group of 2 filers holding More: the full row for TIAA 66,200 $5.77M -123,632 Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 64,452 $5.62M 0.98% +11,030 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 64,049 $5.59M 0.02% -661 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 61,996 $5.41M 0.72% +18,533 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 59,462 $5.19M 0.07% +13,215 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 57,728 $5.04M 0.4% -2,283 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 57,437 $5.01M 1.81% +4,894 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 55,912 $4.88M 0.55% -18,425 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 55,874 $4.87M <0.01% +4,338 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 55,508 $4.84M 1.24% +12,622 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 52,332 $4.56M -54,368 Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 49,362 $4.36M 0.1% -63,431 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 49,420 $4.31M 0.25% -16,599 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 49,364 $4.31M 0.31% +8,780 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 48,909 $4.27M <0.01% -1,220 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 47,972 $4.18M 0.08% +38,197 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 46,595 $4.06M 0.01% +11,229 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 46,026 $4.01M 0.04% -10,245 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 45,940 $4.01M <0.01% -2,935 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 44,142 $3.85M 0.06% +50 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 43,656 $3.81M 0.92% +35,370 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 42,599 $3.72M 0.09% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 42,589 $3.71M 1.06% -97,605 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 42,476 $3.7M 0.69% -232,914 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 40,994 $3.58M 0.09% +9,541 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 40,772 $3.56M 2.47% +980 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 40,747 $3.55M 0.02% +8,977 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 40,300 $3.51M 0.05% +3,257 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 39,822 $3.47M 0.18% -793 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 39,789 $3.47M 2.02% +1,654 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 37,455 $3.38M 0.01% +2,811 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 38,626 $3.37M 2.02% -1,610 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 37,495 $3.27M 0.01% +4,118 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 37,028 $3.23M 0.24% +1,400 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,882 $3.22M 0.03% +33,828 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 36,788 $3.21M 0.13% +18,561 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 36,302 $3.17M <0.01% -2,316 13F-HR Timeline Group Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 35,837 $3.13M 0.83% -5,657 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 33,967 $2.96M 1.11% +163 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 33,856 $2.95M 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 33,017 $2.88M 0.13% new 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 32,722 $2.85M 0.49% +29,000 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 31,982 $2.79M 0.14% new 13F-HR/A Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 31,919 $2.78M 0.61% +963 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 31,464 $2.74M 2.32% +291 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 31,132 $2.72M 0.04% -5,503 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 31,127 $2.71M <0.01% -65 13F-HR Timeline Group HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 31,064 $2.71M 0.84% +3,562 13F-HR/A Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 30,258 $2.64M 0.01% -11,223 13F-HR/A Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 30,066 $2.62M 0.97% +73 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 29,492 $2.62M 0.93% -11,097 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 29,868 $2.61M 0.65% +1,348 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 28,817 $2.57M 0.68% +674 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 29,198 $2.56M 0.02% +5,690 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 28,756 $2.51M 0.91% +8,393 13F-HR/A Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 28,201 $2.46M 0.47% -5,386 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 27,647 $2.41M 1.53% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 27,595 $2.41M 0.03% new 13F-HR/A Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 27,589 $2.41M +735 Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 27,500 $2.4M 0.34% -7,700 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 27,472 $2.39M 0.15% +735 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,201 $2.37M 0.02% -107 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 26,848 $2.34M +2,837 Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 26,607 $2.32M 0.65% -566 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 25,882 $2.26M 0.52% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 25,691 $2.24M 0.02% +1,213 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 25,613 $2.23M 0.02% 0 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 25,560 $2.23M 0.29% +6,388 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25,549 $2.23M 0.06% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 25,113 $2.19M <0.01% new 13F-HR/A Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,026 $2.18M <0.01% -3,908 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 24,431 $2.13M 0.01% +950 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 24,036 $2.1M 0.83% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 23,647 $2.06M 0.52% +4,249 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,198 $2.02M 0.05% +979 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 22,870 $1.99M 0.25% -33,552 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 22,864 $1.99M 1.56% +12,072 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 22,615 $1.97M 0.14% -56 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 22,385 $1.95M 2.21% -792 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 22,222 $1.94M <0.01% +114 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 21,883 $1.91M 0.06% -1,280 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,545 $1.88M 0.26% -1,127 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 21,235 $1.85M 0.06% +3,939 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 21,208 $1.85M 0.01% -86,895 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 20,292 $1.77M 0.66% +17,143 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 19,856 $1.73M 0.03% +6,706 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 19,634 $1.71M 0.68% -677 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 19,341 $1.69M 0.52% -7,131 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 19,340 $1.69M 0.18% -14,562 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 $1.64M 0.3% 0 13F-HR Timeline Group Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 18,642 $1.63M 0.45% +531 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 18,573 $1.62M 0.11% -61 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 18,521 $1.62M 0.22% new 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 17,813 $1.55M 0.25% -125 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,774 $1.55M 0.3% -5,525 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 17,438 $1.52M 0.21% 0 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 17,338 $1.51M 0.26% +1,719 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 17,255 $1.5M <0.01% -62,663 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 17,181 $1.5M <0.01% +9,303 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 17,175 $1.5M 0.57% +10,504 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17,127 $1.49M 0.01% +3,697 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 16,925 $1.48M 0.01% +13,792 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 16,618 $1.45M <0.01% -50,419 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,577 $1.45M <0.01% +2,602 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 16,320 $1.42M 0.53% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 16,179 $1.41M 0.1% +2,198 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 15,948 $1.39M 0.14% +9,681 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 15,650 $1.36M 0.05% -9,250 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 15,638 $1.36M 0.15% -2,558 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 15,557 $1.36M <0.01% +799 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 15,533 $1.35M 1.18% -6,641 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 15,506 $1.35M <0.01% +14,670 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 14,293 $1.3M 0.05% +10,654 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 14,825 $1.29M 0.32% +1,138 13F-HR Timeline