BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 27,317,912 $2.67B 0.2% +207,948 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,618,874 $843M 0.05% +88,700 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 5,579,871 $546M 0.8% -1,665,908 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,901,587 $479M 0.57% +360,768 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,616,940 $354M +69,697 Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 3,508,850 $343M 2.57% +1,168,230 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,470,957 $340M 0.07% -5,026,973 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,089,493 $204M 0.14% -7,979,085 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 1,949,412 $191M 0.03% +777,722 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,598,832 $156M 0.03% -93,757 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,587,047 $155M 0.01% -440,494 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,453,437 $142M 0.13% +60,658 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 953,784 $93.3M 0.03% +94,233 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 618,492 $60.5M 0.02% +36,204 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 580,879 $56.9M 0.01% -8,671 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 489,987 $47.9M 1% +1,573 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 482,012 $47.2M 2.19% -14,277 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 452,351 $44.2M 0.03% +403,442 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 442,894 $43.3M 0.06% +162,405 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 343,541 $33.6M 0.18% -29,446 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 332,090 $32.5M 0.79% +24,062 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 321,954 $31.5M 0.13% +7,437 13F-HR Timeline Group CSM Advisors, LLC More: the full row for CSM Advisors, LLC 308,876 $30.2M 0.84% -14,281 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 304,258 $29.8M 0.04% +66,993 13F-HR Timeline Group Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 289,960 $28.4M 0.01% +223,760 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 272,845 $26.7M 0.06% -4,552 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 271,188 $26.5M 0.17% +82,566 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 268,838 $26.3M 0.26% +5,020 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 254,883 $24.9M <0.01% +2,007 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 231,015 $22.6M 15.87% -274 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 219,569 $21.5M 0.02% +71,643 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 196,698 $19.2M 0.54% +123,430 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 184,658 $18.1M 0.04% +17,054 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 177,073 $17.3M 0.01% +4,334 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 175,860 $17.2M 1.45% -914 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 177,859 $17M 0.02% -5,078 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 171,072 $16.8M +23,699 Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 170,402 $16.7M 0.85% -13,467 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 165,973 $16.2M 0.35% -24,574 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 151,127 $14.8M 0.94% -11,246 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 150,115 $14.7M 0.02% +11,325 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 147,326 $14.4M 0.78% -3,142 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 143,707 $14.1M 0.01% -103,444 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 136,633 $13.4M 4.14% +271 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 136,392 $13.3M 3.54% +38,601 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 134,164 $13.1M 0.06% +19,975 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 132,973 $13M 0.03% -1,686 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 128,633 $12.6M 0.03% +3,973 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 123,734 $12.1M 1.42% +435 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 119,392 $11.9M 3.46% +6,814 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 121,067 $11.8M 0.01% +976 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 114,119 $11.2M 0.44% +309 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 106,911 $10.5M 0.01% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 106,695 $10.4M 0.78% +872 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 105,242 $10.3M 1.07% +1,442 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 100,335 $9.81M 0.91% +3,691 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 100,000 $9.78M 0.36% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 99,870 $9.77M 0.04% -1,330 13F-HR Timeline Group WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 99,710 $9.75M <0.01% +29,417 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 96,366 $9.43M 0.01% +808 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 96,227 $9.41M 0.02% -9,974 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 95,947 $9.39M 0.02% -7,835 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 92,441 $9.04M 0.04% +86,655 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 92,287 $9.03M 0.61% +7 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 91,636 $8.96M 0.03% +18,227 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 90,812 $8.88M 0.06% +7,187 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 24,721 $8.79M 2.96% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 89,009 $8.71M 0.03% -3,576 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 87,507 $8.56M 0.01% -52,592 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 87,125 $8.52M 0.32% -8,029 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 85,420 $8.36M 0.38% -5,018 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 85,119 $8.33M 1.33% -1,576 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 84,571 $8.27M 0.02% -7,286 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 83,122 $8.13M 0.8% +10,024 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 80,698 $7.89M 7.42% +3,172 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 79,499 $7.78M -7,559 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 76,982 $7.53M 0.02% +4,445 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 74,122 $7.25M 0.01% -2,548 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 71,158 $6.96M 0.12% -608 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 68,613 $6.71M 0.01% +2,406 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,944 $6.65M 0.1% +19,972 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 66,963 $6.55M 2.32% -5,998 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 66,846 $6.54M <0.01% +14 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 64,237 $6.28M 0.01% +46,982 13F-HR Timeline Group FIRST CITIZENS INVESTOR SERVICES, INC. More: the full row for FIRST CITIZENS INVESTOR SERVICES, INC. 63,687 $6.23M 2.41% 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 62,813 $6.14M 0.77% +817 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 62,014 $6.07M 0.08% +2,552 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 61,586 $6.02M 0.02% -2,463 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 60,180 $5.89M 0.01% +57,467 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 60,080 $5.88M 0.29% -20,150 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 58,716 $5.74M 1% -5,736 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 57,200 $5.6M 1.93% -237 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 57,133 $5.59M 0.43% -595 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 55,402 $5.42M 1.21% -106 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 53,626 $5.25M 0.54% -2,286 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 52,653 $5.15M <0.01% -3,221 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 52,171 $5.1M 0.33% +2,807 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 51,272 $5.02M 0.06% +23,677 13F-HR/A Timeline Group Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 49,378 $4.83M 0.26% -42 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 48,613 $4.76M -3,719 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 47,973 $4.69M 0.01% +1,378 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 46,506 $4.55M 1.29% +15,442 13F-HR/A Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 46,085 $4.51M 0.05% +59 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 45,529 $4.45M 0.02% +28,604 13F-HR Timeline Group LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 45,422 $4.44M 1.46% +16,666 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 44,032 $4.31M 0.11% +3,038 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 43,728 $4.28M 0.06% -414 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 43,281 $4.23M 0.01% +13,023 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 42,322 $4.14M 0.91% -1,334 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 41,746 $4.08M <0.01% -4,194 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 40,989 $4.08M 2.39% +217 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 40,703 $3.98M 0.05% +403 13F-HR Timeline Group FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 40,689 $3.98M 2.24% +900 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 39,455 $3.86M 1.65% new 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 38,325 $3.75M <0.01% +30,725 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 37,841 $3.73M 0.01% +386 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 37,729 $3.69M 0.18% -2,093 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 37,410 $3.66M 0.01% -85 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 36,923 $3.61M 0.24% -105 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 36,731 $3.59M 0.02% -151 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 34,412 $3.37M 0.11% -44,310 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 34,248 $3.35M 2.49% +2,784 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 34,292 $3.32M 0.02% +5,094 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 33,005 $3.23M 0.74% -2,832 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,802 $3.21M 0.04% +1,670 13F-HR Timeline Group Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 32,798 $3.21M 1.14% -1,169 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 32,731 $3.2M 0.14% +749 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 32,722 $3.2M 0.54% 0 13F-HR Timeline Politan Capital Management LP More: the full row for Politan Capital Management LP 32,315 $3.16M 0.29% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,871 $3.12M 0.02% -8,876 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 31,807 $3.11M 0.64% -112 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 31,668 $3.1M <0.01% -4,634 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 30,871 $3.02M <0.01% -256 13F-HR Timeline Group Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 30,731 $3.01M 0.68% +863 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 30,083 $3M 0.62% +1,266 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 30,392 $2.97M 1.71% +2,745 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 29,893 $2.92M 0.02% +4,202 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 29,277 $2.86M 0.5% +1,076 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 28,825 $2.82M 0.11% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 28,569 $2.79M 0.16% -8,219 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 28,315 $2.77M 1.69% +12,782 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 28,303 $2.76M 0.16% +831 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 27,564 $2.7M 1.86% +4,700 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 27,293 $2.67M -296 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,201 $2.66M 0.02% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 26,114 $2.55M <0.01% +3,892 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 25,884 $2.53M 0.87% +8,709 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 25,882 $2.53M 0.45% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 725,657 $2.51M 0.52% +702,010 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 25,613 $2.51M 0.02% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25,549 $2.5M 0.06% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 25,000 $2.45M <0.01% +24,996 13F-HR Timeline Group PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 24,981 $2.44M -1,867 Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24,729 $2.42M 0.62% -1,878 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 24,090 $2.36M 0.05% +892 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 23,961 $2.34M 0.15% +1,346 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 23,921 $2.34M 1.45% -14,705 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 23,680 $2.32M <0.01% -1,346 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 23,458 $2.29M 0.78% +3,166 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 22,690 $2.22M 0.26% -180 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 22,385 $2.19M 2.27% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 22,357 $2.19M <0.01% +8,062 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 22,290 $2.18M 0.01% +1,082 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 22,164 $2.17M 0.78% new 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 22,040 $2.16M <0.01% +8,447 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 21,831 $2.14M <0.01% +4,650 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,674 $2.12M 0.26% +129 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 21,087 $2.07M 0.48% -21,389 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 20,693 $2.02M 0.05% -542 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 20,576 $2.01M 0.55% +1,934 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 19,877 $1.94M 0.01% -4,554 13F-HR/A Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 19,681 $1.93M 0.24% -5,879 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 19,368 $1.89M 0.67% -266 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 19,309 $1.89M 0.12% +736 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 19,295 $1.89M 0.56% -46 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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Retirement Advisors, LLC 18,135 $1.77M 0.42% +3,310 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,774 $1.74M 0.31% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 17,596 $1.72M 0.12% +1,417 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 17,438 $1.71M 0.22% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,419 $1.7M 0.01% +4,550 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 17,393 $1.7M 0.03% -2,463 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 17,000 $1.66M 0.2% -10,500 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 16,790 $1.64M 0.77% 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 16,761 $1.64M 0.16% -2,579 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 16,755 $1.64M 0.62% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 16,663 $1.63M <0.01% +86 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 16,613 $1.63M 0.23% -1,200 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,540 $1.62M <0.01% +8,399 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 16,350 $1.6M 0.57% +30 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. 15,900 $1.56M <0.01% +8,200 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 15,816 $1.55M 0.2% -132 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 15,650 $1.53M 0.06% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 15,118 $1.48M 0.01% -2,009 13F-HR Timeline Group WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 14,872 $1.45M 0.29% +343 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,752 $1.44M <0.01% +2,122 13F-HR Timeline Group Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 14,716 $1.44M 0.39% +1,061 13F-HR Timeline