MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,660,700 $654M 0.03% +224,673 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 6,351,629 $624M 0.04% +178,371 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 4,414,855 $434M +819,647 Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,084,964 $303M 5.75% +20,552 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,961,488 $291M +533,530 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,888,314 $284M 0.06% +381,941 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,797,471 $274M 0.11% +604,353 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,491,771 $245M 0.04% +123,076 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,335,889 $229M 0.05% +8,641 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,983,451 $195M 0.03% +143,539 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 1,813,467 $178M 0.27% -842,560 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,709,221 $168M 0.05% +215,784 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,530,507 $150M 4.3% +173,327 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 962,375 $94.5M 0.1% +2,992 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 854,674 $83.9M 0.08% +50,011 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 721,215 $70.8M 0.04% +16,937 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 675,900 $66.4M 0.06% +38,714 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 670,311 $65.8M 8.42% +32,611 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 653,380 $64.2M 0.03% +56,459 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 622,475 $61.1M 0.36% +22,021 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 613,923 $60.3M 2.77% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 568,850 $55.9M 0.07% +80,993 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 478,114 $47M 0.06% -78,114 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 477,136 $46.9M <0.01% +11,094 13F-HR Timeline Group Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 467,617 $45.9M 3.13% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 458,817 $45.1M 0.06% +97,526 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 428,595 $42.1M 0.05% +173,016 13F-HR Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 425,601 $41.8M 8.74% +13,317 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 415,485 $40.8M 4.98% +1,320 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 389,584 $38.3M -5,930 Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 370,210 $36.4M 4.93% -51,170 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 368,566 $36.2M 0.07% +69,275 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 352,577 $34.6M 0.03% +11,161 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 345,385 $33.9M 0.07% +110,203 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 334,655 $32.9M 3.43% +809 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 328,775 $32.3M 0.02% +74,366 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 315,871 $31M 5.68% -6,150 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 312,298 $30.7M 0.05% -85,352 13F-HR Timeline Group FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 304,625 $29.9M 3.79% -7,484 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 299,797 $29.4M 0.43% -23,747 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 296,816 $29.1M 0.07% +14,727 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 290,148 $28.5M 0.02% +31,946 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 288,795 $28.4M 0.04% +5,130 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 286,697 $28.2M 0.13% +40,401 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 284,828 $28M 1.38% +7,036 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 283,514 $27.8M 9.53% +837 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 265,635 $26.1M +57,686 Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 253,656 $24.9M 3.25% +3,005 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 241,179 $24.5M 2.37% +22,827 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 247,065 $24.3M 11.12% -4,521 13F-HR Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 241,414 $23.7M 8.74% -127 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 233,051 $22.9M 0.66% +43,881 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 227,366 $22.3M 0.03% +160,283 13F-HR/A Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 222,710 $21.9M 0.01% +21,186 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 221,556 $21.8M 1.57% +6,884 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 214,812 $21.1M 0.06% +7,100 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 213,770 $21M 0.03% +30,440 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 209,764 $20.6M 4.16% -39,018 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 206,897 $20.3M 4.29% -10,447 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 200,019 $19.6M 0.11% +16,451 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 192,476 $18.9M +56,158 Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 192,187 $18.9M 0.25% +128 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 189,310 $18.6M 0.33% -54,943 13F-HR Timeline Group Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 185,302 $18.2M 7.12% +6,286 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 180,311 $17.7M 0.02% +48,760 13F-HR Timeline Group Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 178,258 $17.5M 3.09% +16,191 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 177,024 $17.4M 0.01% +15,426 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 175,499 $17.2M 2.04% +3,446 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 172,421 $16.9M 0.21% +96,308 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 168,070 $16.5M 1.94% +3,842 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 167,842 $16.5M 0.6% -11,691 13F-HR Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 165,256 $16.2M 3.96% +5,687 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 163,055 $16M 0.04% +1,559 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 161,663 $15.9M 0.02% +8,731 13F-HR Timeline Group SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 160,656 $15.8M 0.19% -11,844 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 158,397 $15.6M 0.42% +25,563 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 157,495 $15.5M 2.01% -1,089 13F-HR/A Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 153,037 $15M 0.2% +2,283 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 152,168 $14.9M 0.75% +20,823 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 147,657 $14.5M 6.2% +14,416 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 146,556 $14.4M 0.75% -5,314 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 144,123 $14.2M 2.92% +4,611 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 143,731 $14.1M 3.8% +3,638 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 143,597 $14.1M 3.43% +5,899 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 142,542 $14M 5.05% +28,889 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 138,786 $14M 0.38% +750 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 141,832 $13.9M 0.6% -6,430 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 141,191 $13.9M 0.06% +3,122 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 140,798 $13.8M 2.38% +2,156 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 139,946 $13.7M 2.28% -1,792 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 137,555 $13.7M 2.85% +1,064 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 138,316 $13.6M 0.1% +62,584 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 137,666 $13.5M 0.04% +5,944 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 137,500 $13.5M +93,500 Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 136,603 $13.4M 0.94% +156 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 136,539 $13.4M 2.95% 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 131,662 $12.9M 0.14% +3,560 13F-HR Timeline Group EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 131,252 $12.9M 0.54% -1,404 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 122,274 $12.8M 3.37% +17,489 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 129,933 $12.8M 1.39% -6,650 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 125,854 $12.4M 0.2% +11,097 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 125,110 $12.3M 0.15% +4,690 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 123,648 $12.1M 1.47% -5,312 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 123,211 $12.1M 0.02% +9,014 13F-HR Timeline CROBAN More: the full row for CROBAN 120,219 $11.8M 5.2% +1,069 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 119,199 $11.7M 1.85% +2,057 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 117,219 $11.5M 1.17% new 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 115,297 $11.3M 1.13% +2,525 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 115,062 $11.3M 0.11% -1,033 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 113,432 $11.1M 0.58% +8,465 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 112,800 $11.1M 8.52% +1,589 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 112,087 $11M 0.14% +107,934 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 111,094 $10.9M 0.12% +1,989 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 110,436 $10.8M 1.25% +6,361 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 110,079 $10.8M 0.05% -10,603 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 106,103 $10.4M 0.08% +21,003 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 104,752 $10.3M 2.08% +457 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 104,627 $10.3M 1.46% -2,230 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 102,932 $10.1M 2.94% +394 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 100,298 $9.85M 0.04% +15,962 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 98,988 $9.72M 0.18% +10,499 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 96,267 $9.45M 1.17% +26,553 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 96,011 $9.43M 0.18% -17,930 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 95,139 $9.34M 0.09% +21,316 13F-HR Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 94,636 $9.29M 1.67% +3,840 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 93,732 $9.2M 1.53% +4,151 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 93,497 $9.18M 1.24% +3,079 13F-HR Timeline Group ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 92,768 $9.11M 5.78% -617 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 90,421 $8.88M 4.9% +90,421 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 88,106 $8.65M 3.37% +2,712 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 87,986 $8.64M 0.04% +9,813 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 87,040 $8.55M 0.05% -6,254 13F-HR/A Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 86,778 $8.52M 0.8% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 85,843 $8.43M <0.01% -2,179 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 85,432 $8.36M 0.02% +20,255 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 85,000 $8.35M 2.98% -15,000 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 83,769 $8.23M +2,831 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 81,797 $8.03M 0.01% -1,030 13F-HR Timeline Group Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 81,096 $7.96M 2.41% +842 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 80,745 $7.93M 0.66% +22,846 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 80,039 $7.84M 3.37% +47,410 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 78,424 $7.7M 5.18% +3,074 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 78,095 $7.67M 1.46% +443 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 78,018 $7.66M 2.87% -1,814 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 77,821 $7.64M 0.39% +2,672 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 77,071 $7.57M 0.87% -1,010 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 74,271 $7.29M 0.71% +2,524 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 73,823 $7.25M 0.14% +2,418 13F-HR Timeline Group Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 70,903 $7.21M 2.17% -42 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 72,395 $7.11M 0.11% -856 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 71,145 $6.99M 1.13% -5,732 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 71,045 $6.98M 0.07% +823 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 71,040 $6.98M 0.54% +2,743 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 69,925 $6.87M 1.76% +13 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 68,886 $6.76M 3.25% -2,226 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 68,682 $6.74M 1.36% +2,069 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 68,231 $6.7M 0.06% +2,607 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 67,885 $6.67M -18,821 Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 66,782 $6.56M 0.18% -670 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 65,133 $6.4M 0.02% +2,764 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 62,638 $6.15M 0.77% -873 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 62,540 $6.14M 0.55% -11,926 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 61,475 $6.04M 0.47% +1,655 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 60,585 $5.95M 0.03% +49,049 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 60,410 $5.93M 1.29% +1,086 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 58,314 $5.73M 1.22% +3,127 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 57,898 $5.69M 0.18% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57,125 $5.61M 0.28% +2,827 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 56,736 $5.57M 0.12% -7,284 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 56,001 $5.5M 0.88% +53,640 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 54,270 $5.33M 0.07% -642 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 54,128 $5.32M 2.31% +1,883 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 53,958 $5.3M 7.3% -1,013 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 53,822 $5.29M 2.33% +600 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 52,630 $5.17M 2.27% +505 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 52,124 $5.12M 0.07% new 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 51,877 $5.09M 0.01% 0 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 50,223 $4.93M 0.14% -4,197 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 50,039 $4.91M 1.11% +8,767 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 49,931 $4.9M 0.88% +3,598 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 49,782 $4.89M 0.01% +8,255 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 47,678 $4.68M 0.23% +896 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 47,650 $4.68M 0.13% +591 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 47,599 $4.67M 0.05% +2,425 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 46,553 $4.57M 0.2% -16,191 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 46,248 $4.54M 1.14% +948 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 45,974 $4.51M 0.02% +9,688 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 45,420 $4.46M 0.26% +4,717 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 45,285 $4.45M 1.66% -2,402 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 45,030 $4.42M 0.1% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 44,915 $4.41M 0.44% -1,133 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 44,772 $4.4M 0.02% +8,304 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 44,706 $4.39M <0.01% +6,512 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 43,385 $4.26M 0.15% +16,180 13F-HR Timeline Safe Harbor Family Capital, LLC More: the full row for Safe Harbor Family Capital, LLC 43,266 $4.25M 2.84% +242 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 41,925 $4.22M 0.01% +5,714 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 41,422 $4.07M 0.33% -2,058 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 41,261 $4.05M 0.09% +26,847 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 41,140 $4.04M 0.79% -32,998 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 41,046 $4.03M 0.06% +1,167 13F-HR Timeline