BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 29,521,917 $2.94B 0.21% +2,204,005 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 8,811,195 $877M 0.05% +192,321 13F-HR/A Timeline Group NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 5,860,950 $583M 0.83% +281,079 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,260,478 $524M 0.61% +358,891 13F-HR Timeline Group NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 4,515,753 $449M 2.6% +1,006,903 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,626,211 $361M +9,271 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,525,185 $351M 0.07% +54,228 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 3,363,174 $335M 0.05% +1,413,762 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,052,170 $204M +453,338 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,823,027 $181M 0.01% +235,980 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 1,448,800 $144M 0.13% -4,637 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,216,124 $121M 1.01% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,003,399 $99.9M 0.03% +49,615 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 976,829 $97.2M 0.06% -1,112,664 13F-HR Timeline Group NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 838,230 $83.4M 0.06% +385,879 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 643,653 $64.1M 0.02% +25,161 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 640,914 $63.8M 0.09% +198,020 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 632,963 $63M 0.07% +584,990 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 582,050 $57.9M 2.08% +566,400 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 566,220 $56.4M 0.01% -14,659 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 528,965 $52.6M 0.03% +503,965 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 515,110 $51.3M 0.99% +25,123 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 461,606 $45.9M 2.04% -20,406 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 417,552 $41.6M 0.98% +85,462 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 361,752 $36M 0.98% +52,876 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 345,054 $34.3M 0.18% +1,513 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 321,648 $31.6M 0.12% -306 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 302,000 $30.1M 0.05% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 300,943 $29.9M 0.01% +46,060 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 280,786 $27.9M 0.16% +9,598 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 275,952 $27.5M 0.06% +3,107 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 271,716 $27M 0.22% +2,878 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 239,506 $23.8M 0.42% new 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 231,563 $23M 2.49% +107,829 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 228,041 $22.7M 16.02% -2,974 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 226,761 $22.6M 0.62% +30,063 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 219,660 $21.9M 0.02% +91 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 215,680 $21.5M 0.01% -74,280 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 205,893 $20.5M +34,821 Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 193,160 $19.2M 1.85% +17,300 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 190,729 $19M 0.03% +12,870 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 185,892 $18.5M 0.01% +8,819 13F-HR/A Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 180,397 $18M 0.03% -4,261 13F-HR/A Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 169,324 $16.9M 0.35% +3,351 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 167,452 $16.7M 0.82% -2,950 13F-HR Timeline Brandywine Asset Management, Inc. More: the full row for Brandywine Asset Management, Inc. 147,940 $15.6M 10.93% 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 156,139 $15.5M 0.02% +6,024 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 151,788 $15.1M 0.89% +4,462 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 151,293 $15.1M 0.93% +166 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 149,799 $14.9M 0.01% +6,092 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 142,182 $14.1M 3.74% +5,790 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 141,865 $14.1M 0.03% +13,232 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 138,261 $13.8M 4.11% +1,628 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 134,880 $13.4M 0.06% +716 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 132,675 $13.2M 0.06% 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 127,035 $12.6M 0.02% -5,938 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 126,346 $12.6M 3.54% +6,954 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 123,586 $12.3M 0.01% +2,519 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 116,984 $11.6M 0.04% +17,114 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 114,466 $11.4M 0.42% +347 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 106,085 $10.6M 1.06% +843 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 103,508 $10.3M 0.75% -3,187 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 103,462 $10.3M <0.01% +3,752 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 103,332 $10.3M 0.92% +2,997 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 101,531 $10.1M 0.94% +18,409 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 100,000 $9.95M 0.33% 0 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 95,657 $9.59M 0.28% +92,174 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 95,532 $9.51M 0.06% +4,720 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 94,353 $9.39M 0.01% -1,874 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 93,231 $9.28M 0.18% +6,106 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 92,355 $9.19M 0.01% -4,011 13F-HR/A Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 92,294 $9.19M 0.59% +7 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 91,985 $9.15M 0.02% -3,962 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 86,903 $8.65M 0.43% +1,483 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 86,438 $8.6M 0.03% -2,571 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 84,456 $8.41M 1.28% -663 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 83,484 $8.31M 7.54% +2,786 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 82,160 $8.18M 0.01% +15,314 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 82,060 $8.17M +2,561 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 80,150 $7.98M 0.02% -4,421 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 78,797 $7.84M 0.04% 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 78,693 $7.83M 0.01% +4,571 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 75,181 $7.51M 0.01% +31,900 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 73,210 $7.29M 0.08% +5,266 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 69,827 $6.95M 2.15% +41,512 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 69,370 $6.9M 0.03% +7,784 13F-HR/A Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 69,221 $6.89M 0.14% -1,937 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 68,898 $6.86M 0.02% -8,084 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 68,739 $6.84M 0.01% +126 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 67,803 $6.8M 0.09% +5,789 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 66,652 $6.63M 2.32% -311 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 66,293 $6.6M <0.01% +2,056 13F-HR Timeline Group Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 66,157 $6.58M 1.48% +23,835 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 62,240 $6.19M 0.71% -573 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 59,540 $5.93M 1.27% +4,138 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 59,023 $5.87M 1.37% +58,683 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 57,218 $5.69M 0.87% -1,498 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 55,649 $5.54M 1.92% -1,551 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 55,410 $5.51M 0.41% -1,723 13F-HR Timeline Sumitomo Mitsui Trust Group, Inc. in group Sumitomo Mitsui Trust Group, … More: the full row for Sumitomo Mitsui Trust Group, Inc. 53,850 $5.36M <0.01% +15,525 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 53,102 $5.28M <0.01% +33,910 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 52,968 $5.27M 0.53% -658 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 51,904 $5.17M 0.01% -35,603 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 51,292 $5.1M <0.01% -1,361 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 50,538 $5.03M 0.12% +6,506 13F-HR Timeline Group Myriad Asset Management Advisors LLC group of 2 filers holding More: the full row for Myriad Asset Management Advisors LLC 49,632 $4.94M new Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 49,427 $4.92M 0.26% +49 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 49,293 $4.91M 1.55% +3,871 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 48,910 $4.87M 1.92% +2,404 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 46,915 $4.67M 0.05% +6,212 13F-HR Timeline Group RIVER'S EDGE WEALTH MANAGEMENT, LLC More: the full row for RIVER'S EDGE WEALTH MANAGEMENT, LLC 42,692 $4.54M 4.43% 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 44,564 $4.44M -4,049 Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 44,176 $4.4M 0.06% +448 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 44,116 $4.39M 0.02% +7,385 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 43,100 $4.29M 0.04% new 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 42,873 $4.27M 2.33% +1,884 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42,416 $4.22M 0.02% +24,997 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 42,168 $4.2M 0.04% -3,917 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 41,793 $4.16M <0.01% +19,436 13F-HR Timeline Group FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 41,032 $4.08M 2.21% +343 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 40,954 $4.08M 0.01% +3,544 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 39,741 $3.96M 0.05% -11,531 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 38,431 $3.82M 2.73% +4,183 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 35,916 $3.72M 0.01% -1,925 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 37,240 $3.71M 0.27% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 37,194 $3.7M 0.02% -8,335 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 36,953 $3.68M 0.24% +30 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 36,119 $3.59M 0.17% -1,610 13F-HR Timeline Thomist Capital Management, LP More: the full row for Thomist Capital Management, LP 35,710 $3.57M 0.98% +31,559 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 35,127 $3.5M 0.02% +835 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 34,132 $3.4M <0.01% -7,614 13F-HR Timeline Group Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 33,483 $3.33M 1.1% +7,599 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 33,341 $3.32M 0.15% -26,739 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 33,103 $3.29M 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 32,930 $3.28M 0.04% +128 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 32,852 $3.27M <0.01% +6,738 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 32,734 $3.26M 0.14% +3 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 32,722 $3.26M 0.56% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 32,526 $3.24M 1.61% +2,134 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 32,267 $3.21M 1.13% -531 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 31,910 $3.18M 0.63% +103 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 31,668 $3.15M <0.01% 0 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 31,512 $3.14M 0.01% -359 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 31,457 $3.13M 0.09% -2,955 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 29,249 $3.11M 0.56% -834 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 30,855 $3.07M 2.03% +3,291 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 30,832 $3.07M 0.64% +101 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 30,374 $3.02M <0.01% new 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 30,368 $3.02M 0.25% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 30,176 $3M 0.63% -2,829 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 30,172 $3M 0.03% +279 13F-HR Timeline Group Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 29,676 $2.95M 2.83% 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 29,343 $2.92M <0.01% -1,528 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 29,300 $2.92M 0.47% +23 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 29,024 $2.89M 0.17% +455 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 28,825 $2.87M 0.11% 0 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 28,294 $2.82M 0.02% +9,660 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 27,502 $2.74M 0.95% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 27,350 $2.72M 0.02% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27,240 $2.71M 0.01% +39 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 26,694 $2.66M -599 Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 26,403 $2.63M 0.33% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 26,225 $2.61M 0.6% -699,432 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 25,882 $2.58M 0.5% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 25,613 $2.55M 0.02% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 25,455 $2.53M 0.05% -94 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 25,337 $2.52M 0.3% +14,089 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25,079 $2.5M <0.01% +3,039 13F-HR Timeline Group GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 24,726 $2.46M 0.5% +3,639 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 24,263 $2.41M 0.8% +805 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 24,198 $2.41M 0.04% +23,513 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 24,028 $2.39M <0.01% +7,488 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 23,832 $2.37M 0.05% -258 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 23,501 $2.34M <0.01% +6,838 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 23,417 $2.33M 0.16% -544 13F-HR/A Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 23,151 $2.3M -1,830 Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23,070 $2.3M 0.55% -1,659 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 22,871 $2.28M 2.26% +486 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 22,179 $2.21M 0.01% -111 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 22,090 $2.2M 0.25% -600 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 21,912 $2.18M <0.01% -1,768 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 21,725 $2.16M 0.25% +51 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 21,572 $2.15M 0.55% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 21,543 $2.14M 0.04% +850 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 21,085 $2.1M 0.64% +4,330 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 20,732 $2.06M 0.15% -31,439 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 20,720 $2.06M <0.01% -1,111 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 20,624 $2.05M 0.01% +747 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 20,619 $2.05M 0.56% +43 13F-HR Timeline Group TICINO WEALTH More: the full row for TICINO WEALTH 20,443 $2.03M 0.75% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 19,365 $1.93M 0.13% +1,769 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 19,247 $1.92M 0.58% -48 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 19,230 $1.91M 0.06% +947 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 19,216 $1.91M 0.12% -93 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 $1.88M 0.38% 0 13F-HR Timeline Group Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 17,856 $1.78M 0.23% -1,825 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 17,770 $1.77M 0.59% -1,598 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 17,574 $1.75M 0.18% -200 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17,491 $1.74M 0.01% +2,373 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 17,438 $1.74M 0.23% 0 13F-HR Timeline Group