MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,451,457 $462M 0.03% +130,669 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,069,126 $429M 0.03% +537,112 13F-HR/A Timeline Group Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,529,655 $214M 4.89% +3,795 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,444,241 $207M 0.42% +166,732 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,072,344 $175M 0.04% +150,596 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,996,579 $169M 0.05% +348,010 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,951,984 $165M -82,817 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 1,744,030 $148M 0.12% -24,992 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,454,093 $122M 0.08% +242,746 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,418,114 $120M 0.03% -211,846 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,413,057 $120M 0.02% +158,364 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,335,473 $113M 0.02% +33,012 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,268,032 $107M 5.29% +44,288 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 966,338 $81.8M 0.03% +116,999 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 819,238 $69.4M 0.09% +82,734 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 744,075 $63M 0.07% +58,014 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 678,685 $57.5M 0.04% +4,392 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 641,659 $54.3M 0.16% -26,831 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 566,581 $48M 0.06% +245,934 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 492,196 $41.7M 0.31% +13,251 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 476,284 $40.5M 6.28% +20,004 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 461,942 $39.1M 0.02% +54,342 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 453,415 $38.4M 0.05% -3,588 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 437,026 $37M <0.01% -77,429 13F-HR/A Timeline Group Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 412,170 $34.9M 8.03% +8,323 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 400,000 $33.9M 0.04% +88,487 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 394,226 $33.4M 5.02% +13,670 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 388,558 $32.9M +5,001 Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 379,348 $32.1M 4.53% +148,007 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 354,790 $30M 3.85% -13,474 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 342,018 $28.9M 0.04% +50,577 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 330,018 $27.9M 0.03% +13,337 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 306,742 $26M 4.67% +2,505 13F-HR Timeline Group Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 304,010 $25.7M 5.37% +7,477 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 291,011 $24.6M 0.04% -3,856 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 289,776 $24.5M 9.95% +8,515 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 288,484 $24.4M 1.22% +8,994 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 286,227 $24.2M 2.74% +22,885 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 276,262 $23.4M 0.42% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 269,909 $22.9M 0.05% -141,753 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 269,629 $22.8M 0.04% +5,429 13F-HR Timeline Group Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 260,415 $22.1M 4.62% +40,391 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 253,007 $21.4M 11% +3,129 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 252,704 $21.4M 0.46% +914 13F-HR Timeline Group Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 247,584 $21M 3.01% +3,792 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 240,175 $20.3M 0.06% +78,804 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 237,498 $20.1M 0.02% +12,020 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 235,408 $19.9M 0.03% +8,502 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 227,531 $19.3M 8.73% +20,305 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 220,658 $18.7M 4.49% -21,200 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 210,671 $17.8M 1.56% +8,236 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 208,002 $17.6M 0.29% -4,043 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 207,583 $17.6M 0.07% +3 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 205,165 $17.4M 0.02% +9,536 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 202,809 $17.2M 0.04% -69,712 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 186,490 $15.8M 0.04% +10,180 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 177,410 $15M 0.01% +23,080 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 174,057 $14.7M 1.24% +167,540 13F-HR Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 171,683 $14.5M 6.42% +1,958 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 168,576 $14.3M 1.88% +2,591 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 168,250 $14.2M 0.85% -9,858 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 167,657 $14.2M 1.81% +9,132 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 164,771 $14M 0.01% +142,177 13F-HR Timeline Group Human Investing LLC More: the full row for Human Investing LLC 164,670 $13.9M 2.06% -8,564 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 161,610 $13.7M 0.64% +3,901 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 157,820 $13.4M 3.29% +3,724 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 155,670 $13.2M 1.88% +25,685 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 154,157 $13.1M +21,121 Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 153,328 $13M 1.18% +13 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 152,098 $12.9M 1.55% -2,912 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 151,615 $12.8M 3.88% +5,999 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 148,585 $12.6M 0.82% +28,452 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 148,373 $12.6M 0.18% +4,062 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 147,909 $12.5M 3.72% -76 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 145,981 $12.4M 0.01% +5,066 13F-HR Timeline Group Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 145,120 $12.3M 2.55% -4,516 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 139,915 $11.8M 0.5% +284 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 137,576 $11.6M 2.27% +11,866 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 133,001 $11.3M 0.11% +51,795 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 132,675 $11.2M 0.52% +1,413 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 132,373 $11.2M 0.42% +2,453 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 132,042 $11.2M 0.14% -3,197 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 129,012 $10.9M 0.05% +12,387 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 127,752 $10.8M 2.38% +24,564 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 124,339 $10.6M 2.58% +5,302 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 124,300 $10.5M 2.92% +4,180 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 123,737 $10.5M 0.06% -5,332 13F-HR/A Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 123,727 $10.5M 1.86% +6,510 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 121,985 $10.3M 0.16% +18,266 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 121,797 $10.3M 0.05% +468 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 120,142 $10.2M 0.39% +117,366 13F-HR Timeline CROBAN More: the full row for CROBAN 118,531 $10M 6.69% -2,412 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 118,257 $10M 0.02% +9,677 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 117,548 $9.95M 0.23% +459 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 113,855 $9.64M 0.11% +502 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 112,692 $9.54M 0.11% -14,834 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 112,200 $9.5M 4.44% new 13F-HR/A Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 111,734 $9.46M 3.99% +3,905 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 108,865 $9.22M 0.15% +7,197 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 106,216 $8.99M 0.54% -688 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 104,804 $8.87M 1.19% +8,108 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 104,011 $8.81M 0.21% +13,362 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 102,445 $8.68M 2.6% -15,047 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 101,579 $8.6M 1.97% -588 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 101,165 $8.57M 0.32% -3,686 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 98,860 $8.37M 0.48% +969 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 100,753 $8.35M 2.81% -433 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 97,190 $8.23M 2.68% -1,345 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 97,098 $8.22M 0.08% -291 13F-HR/A Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 97,059 $8.22M 1.54% +1,320 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 92,726 $7.85M 4.37% +23,738 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 91,570 $7.75M 6.16% +916 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 89,798 $7.6M 4.58% +3,011 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 12,147 $7.44M 3.77% +3,617 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 87,549 $7.41M 1.63% +6 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 84,174 $7.13M 0.01% +9,476 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 82,048 $6.95M 0.21% +19,041 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 80,623 $6.83M <0.01% +36 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 80,464 $6.81M 0.15% +6,462 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 80,146 $6.79M 2.5% -33,399 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 81,043 $6.78M 1.53% -3,138 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 78,579 $6.65M 1.05% +3,552 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 78,434 $6.64M 2.62% +29,872 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 78,272 $6.63M 1.49% +8,546 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 78,051 $6.61M 0.28% -1,618 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 76,957 $6.52M 0.34% -581 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 76,892 $6.51M 1.48% +4,383 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 76,576 $6.48M 0.02% +22,784 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 74,369 $6.3M 0.23% +24,432 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 71,345 $6.04M 1.28% +456 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 70,675 $5.98M 0.12% -3,186 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 70,616 $5.98M 3.5% +3,639 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 68,179 $5.77M 0.56% +114 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 66,893 $5.66M 0.02% +58,868 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 66,696 $5.65M 2.42% +806 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 66,560 $5.64M 4.55% +4,576 13F-HR Timeline S. R. Schill & Associates More: the full row for S. R. Schill & Associates 65,027 $5.51M 3.87% -1,076 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 64,330 $5.45M 0.88% +61,465 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 63,727 $5.4M 0.07% -2,294 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 63,581 $5.38M 1.19% +7,558 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 63,019 $5.34M 0.07% +10,671 13F-HR Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 62,874 $5.32M 0.18% 0 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 61,387 $5.2M <0.01% +29,467 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 59,228 $5.02M 0.47% +2,784 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57,062 $4.83M 0.28% +12,700 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 56,329 $4.77M 1.3% +6,126 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 55,652 $4.7M 0.29% +19,482 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 55,265 $4.68M 0.04% +4,797 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 55,020 $4.66M 1.64% new 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 54,943 $4.65M 1.38% +16,614 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 53,458 $4.53M 1.09% +6,386 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 52,627 $4.46M 0.39% +3,149 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 52,545 $4.45M 0.62% +15,385 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 51,877 $4.38M 0.01% 0 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 51,467 $4.36M 0.03% +16,899 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 50,676 $4.29M 1.38% +1,859 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 50,244 $4.25M 0.58% +4,479 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 50,068 $4.24M 0.17% +126 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 49,980 $4.23M 2.25% +6,224 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 49,013 $4.14M 0.25% +798 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 48,343 $4.09M 0.07% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 48,155 $4.08M 1.78% +1,289 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 46,851 $3.98M 2.4% +31,092 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 46,126 $3.91M 2.32% +4,234 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 45,733 $3.87M 1.29% +4,691 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 45,645 $3.87M 0.24% +5 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 45,140 $3.82M 0.47% +921 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 44,952 $3.81M 0.68% +469 13F-HR Timeline Perissos Private Wealth Management, LLC More: the full row for Perissos Private Wealth Management, LLC 44,349 $3.76M 2.73% +631 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 43,242 $3.66M 0.01% +37,238 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 42,697 $3.62M -865 Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 42,315 $3.58M 0.34% -2,223 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 41,552 $3.52M 0.55% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 40,932 $3.47M 0.01% +15,507 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 39,954 $3.38M 0.15% +4,365 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 39,643 $3.37M 0.59% +6,341 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 39,453 $3.34M +6,415 Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 39,086 $3.31M 0.04% +2,056 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 38,227 $3.24M 0.06% -205,733 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 38,107 $3.23M 0.08% +10,168 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 38,032 $3.22M 0.6% +3,773 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 37,853 $3.21M 0.05% +262 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 37,763 $3.2M 0.06% +4,050 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 36,957 $3.13M 1.69% +270 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 36,747 $3.11M 0.31% +3,507 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 35,743 $3.03M 0.21% +215 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 35,582 $3.01M 0.07% +22,214 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 35,402 $3M 0.41% -122,708 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 35,371 $3M 0.84% +7,090 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 35,048 $2.97M <0.01% -940 13F-HR Timeline Group Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 34,991 $2.96M 0.52% -127 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 34,834 $2.95M 0.21% +108 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 34,704 $2.94M 1.08% +1,849 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 34,062 $2.88M 0.04% +19,397 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 32,902 $2.79M 1.22% +2,763 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 32,633 $2.76M 0.02% +27,856 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 32,362 $2.74M 0.04% -806 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 31,768 $2.69M 0.26% +407 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 31,700 $2.68M 0.15% +1,208 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 31,649 $2.68M 0.37% 0 13F-HR Timeline