MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 5,616,721 $506M 0.03% +165,264 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/ 5,576,910 $502M 0.04% +507,784 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,563,633 $231M 0.44% +119,392 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 2,502,221 $225M 4.97% -27,434 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,227,661 $200M 0.05% +231,082 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,192,049 $197M 0.04% +119,705 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,126,844 $191M +174,860 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,779,980 $160M 0.04% +361,866 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,733,531 $156M 0.1% +279,438 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,546,144 $139M 0.02% +133,087 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,395,320 $126M +59,847 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,376,242 $124M 0.04% +409,904 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,336,183 $120M 4.98% +68,151 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,100,000 $99M 0.12% +700,000 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 888,953 $80M 0.1% +69,715 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 784,321 $70.6M 0.08% +40,246 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 609,616 $61.7M 0.09% +318,605 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 683,526 $61.5M 0.04% +4,841 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 619,181 $55.7M 0.15% -22,478 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 597,971 $53.8M 7.7% +121,687 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 595,934 $53.6M 0.06% +29,353 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 535,056 $48.2M 0.03% +73,114 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 513,991 $46.3M 0.06% +60,576 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 506,609 $45.6M 0.31% +14,413 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 451,955 $40.7M <0.01% +14,929 13F-HR Timeline Group Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 410,003 $36.9M 4.98% +15,777 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 408,201 $36.7M 8.18% -3,969 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 405,278 $36.5M 0.07% +135,369 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 399,669 $36M +11,111 Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 396,610 $35.7M 5% +17,262 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 394,303 $35.5M 0.05% +52,285 13F-HR Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 349,717 $31.5M 0.03% +19,699 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 335,693 $30.2M 0.51% +59,431 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 319,956 $28.8M 5.48% +15,946 13F-HR/A Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 318,258 $28.6M 3.81% -36,532 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 306,217 $27.6M 3.05% +19,990 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 304,208 $27.4M 2.79% -2,534 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 287,539 $25.9M 10.06% -2,237 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 282,995 $25.5M 1.26% -5,489 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 276,432 $24.9M 0.07% +36,257 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 271,346 $24.4M 0.04% +1,717 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 265,442 $23.9M 0.06% +78,952 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 261,073 $23.5M 4.72% +658 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 251,976 $22.7M 3.14% +4,392 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 250,983 $22.6M 0.03% +13,485 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 250,248 $22.5M 0.45% -2,456 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 246,045 $22.1M 11.21% -6,962 13F-HR/A Timeline AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 240,698 $21.7M 9.13% +13,167 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 235,523 $21.2M 0.03% +115 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 232,860 $21M 0.05% +30,051 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 224,655 $20.2M 4.69% +3,997 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 218,285 $19.7M 0.03% +175,043 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 215,672 $19.4M 0.02% +10,507 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 211,341 $19M 1.64% +670 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 207,470 $18.7M 0.01% +42,699 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 207,417 $18.7M 0.07% -166 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 197,938 $17.8M 0.27% -10,064 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 192,495 $17.3M 0.01% +15,085 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 191,181 $17.2M 2.14% +22,605 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 182,904 $16.5M +28,747 Timeline Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 174,241 $15.7M 6.72% +2,558 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 172,500 $15.5M 0.21% new 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 169,112 $15.2M 3.48% +11,292 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 166,627 $15M 0.64% +5,017 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 166,484 $15M 1.92% -1,173 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 163,556 $14.7M 2.08% -1,114 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 163,080 $14.7M 0.03% +44,823 13F-HR/A Timeline Group BCS Wealth Management More: the full row for BCS Wealth Management 161,300 $14.5M 1.47% +83,028 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 160,514 $14.4M 1.97% +4,844 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 159,714 $14.4M 0.86% +11,129 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 159,311 $14.3M 0.71% -8,939 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 159,180 $14.3M 0.01% +13,199 13F-HR/A Timeline Group Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 154,648 $13.9M 4.04% +3,033 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 153,197 $13.8M 1.2% -131 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 149,486 $13.5M 0.6% +9,571 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 149,386 $13.4M 0.2% +1,013 13F-HR Timeline Group REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 147,358 $13.3M 3.88% -551 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 144,335 $13M 1.59% -7,763 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 143,420 $12.9M 2.63% +15,668 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 141,353 $12.7M 2.57% -3,767 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 141,316 $12.7M 0.1% +8,315 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 138,264 $12.5M 0.44% +5,891 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 138,847 $12.5M 2.41% +1,271 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 134,975 $12.1M 0.02% +99,927 13F-HR Timeline Group Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 131,210 $12M 2.7% +6,871 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 133,702 $12M 3.24% +9,402 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 133,053 $12M 0.06% +4,041 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 89,858 $11.9M 1.99% +68,308 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 132,287 $11.9M 0.39% +57,918 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 131,964 $11.9M 0.53% -711 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 130,270 $11.7M 1.44% -43,787 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 123,593 $11.1M 0.14% -8,449 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 123,024 $11.1M 0.01% +101,101 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 122,516 $11M 0.04% +719 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 121,951 $11M 0.62% +23,091 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 121,598 $10.9M 0.06% -2,139 13F-HR Timeline CROBAN More: the full row for CROBAN 119,209 $10.7M 5.17% +678 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 115,324 $10.4M 1.82% -8,403 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 113,863 $10.2M 8.47% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 112,848 $10.2M 0.21% -4,700 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 112,341 $10.1M 1.29% +7,537 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 111,992 $10.1M 0.16% +3,127 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 110,124 $9.91M 0.11% -3,731 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 109,482 $9.85M 0.22% +5,471 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 98,453 $9.85M 2.91% -2,300 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 109,053 $9.81M 0.11% -3,639 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 106,549 $9.59M 5.02% +13,823 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 104,352 $9.39M 0.02% +27,776 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 104,027 $9.36M 2.01% +2,448 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 102,171 $9.2M 0.04% new 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 101,480 $9.13M 0.01% -1,642,550 13F-HR Timeline Group Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 100,278 $9.03M 3.81% -11,456 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 100,000 $9M 4.03% -12,200 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 99,167 $8.93M 2.83% +1,977 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 96,608 $8.69M 0.07% -490 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 95,950 $8.64M 0.5% -10,266 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 94,012 $8.46M 0.23% -7,153 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 93,504 $8.41M 0.01% +9,330 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 93,029 $8.37M 0.26% +10,981 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 91,628 $8.25M 6.25% +58 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 90,173 $8.12M 4.76% +375 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 89,472 $8.05M 2.98% -12,973 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 88,492 $7.96M 1.68% +943 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 87,771 $7.9M 1.22% +52,780 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 86,715 $7.8M <0.01% +6,092 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 86,708 $7.8M +44,011 Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 80,947 $7.29M 2.93% +2,513 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 75,780 $7.25M 1.47% -5,263 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 79,506 $7.16M 1.64% +2,614 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 79,084 $7.12M 2.49% -1,062 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 78,804 $7.09M 0.93% +28,560 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 78,035 $7.02M 0.98% -544 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 77,772 $7M 0.15% -2,692 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 77,429 $6.97M 0.29% -622 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 76,656 $6.9M 0.39% -301 13F-HR Timeline VANGUARD GROUP INC in group VANGUARD GROUP INC More: the full row for VANGUARD GROUP INC 75,556 $6.8M <0.01% +14,169 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 74,764 $6.73M 1.41% +11,183 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 74,239 $6.68M 1.38% +2,894 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 72,890 $6.56M 1.02% +8,560 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 72,234 $6.5M 0.03% +20,767 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 71,516 $6.44M 0.13% +841 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 69,940 $6.29M 3.48% -676 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 69,403 $6.25M 4.75% +2,843 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 67,268 $6.12M 2.38% +572 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 66,893 $6.02M 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 66,087 $5.95M 0.03% +60,805 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 66,011 $5.94M 0.09% -55,974 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 65,481 $5.89M 0.08% +2,462 13F-HR Timeline Group S. R. Schill & Associates More: the full row for S. R. Schill & Associates 64,419 $5.8M 4.09% -608 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 63,635 $5.73M 0.53% +4,407 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 63,263 $5.69M 1.9% +8,243 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 63,254 $5.69M 0.01% +60,499 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 62,256 $5.6M 0.18% -618 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 58,162 $5.26M 0.07% -5,565 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 58,115 $5.23M 0.04% +2,850 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 56,839 $5.12M 2.67% +9,988 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 56,823 $5.11M 0.43% +4,196 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 56,323 $5.07M 1.3% -6 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 55,904 $5.03M 0.66% +3,359 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 5,580 $5.01M 2.71% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55,260 $4.97M 0.28% -1,802 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 54,814 $4.93M 1.33% -129 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 54,248 $4.88M 1.13% +790 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 51,460 $4.77M 2.45% +5,334 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 51,975 $4.7M 0.18% -3,677 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 51,877 $4.67M 0.01% 0 13F-HR Timeline Group Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 51,327 $4.62M 2.44% +1,347 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 50,513 $4.55M 1.82% +2,358 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 50,107 $4.51M 0.17% +39 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 49,776 $4.48M 0.96% new 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 49,526 $4.46M 2.54% 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 47,720 $4.31M 0.13% new 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. 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