MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,436,027 $607M 0.04% +819,306 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/ 6,173,258 $582M 0.04% +596,348 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 3,595,208 $339M +2,199,888 Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 3,064,412 $289M 6.22% +562,191 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 2,656,027 $250M 0.44% +92,394 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,506,373 $236M 0.06% +278,712 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,427,958 $229M +301,114 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,368,695 $223M 0.04% +176,646 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 2,327,248 $219M 0.05% +547,268 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,193,118 $201M 0.1% +459,587 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,852,308 $175M 0.19% +752,308 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,839,912 $173M 0.03% +293,768 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,493,437 $141M 0.04% +117,195 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,357,180 $128M 4.96% +20,997 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 959,383 $90.4M 0.11% +70,430 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 804,663 $75.8M 0.08% +20,342 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 704,278 $66.4M 0.05% +20,752 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 673,221 $63.4M 0.17% +54,040 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 637,700 $60.1M 8.52% +39,729 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 637,186 $60M 0.06% +41,252 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 596,921 $56.3M 0.03% +61,865 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 600,454 $54M 0.35% +93,845 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 556,228 $52.4M 0.07% +42,237 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 487,857 $46M 0.07% +93,554 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 466,042 $42.7M <0.01% +14,087 13F-HR/A Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 421,380 $39.7M 5.94% +24,770 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 414,165 $39M 5.1% +4,162 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 412,284 $38.9M 8.57% +4,083 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 397,650 $37.5M 0.08% -7,628 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 395,514 $37.3M -4,155 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 361,291 $34M 0.05% -248,325 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 341,416 $32.2M 0.03% -8,301 13F-HR Timeline Group BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 333,846 $31.5M 3.6% +27,629 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 323,544 $30.5M 0.49% -12,149 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 322,021 $30.3M 5.91% +2,065 13F-HR/A Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 312,109 $29.4M 4.11% -6,149 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 308,975 $29.1M 0.02% +185,951 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 299,291 $28.2M 0.07% +66,431 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 283,665 $26.7M 0.04% +12,319 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 282,677 $26.6M 9.79% -4,862 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 282,089 $26.6M 0.07% +5,657 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 277,792 $26.2M 1.37% -5,203 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 258,202 $24.3M 0.02% +42,530 13F-HR Timeline Group MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 257,891 $24.3M 0.03% +6,908 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 255,579 $24.1M 0.03% +20,056 13F-HR Timeline Group STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 254,409 $24M 0.02% +46,939 13F-HR Timeline Group Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 251,586 $23.7M 11.84% +5,541 13F-HR Timeline Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 250,651 $23.6M 3.43% -1,325 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 248,782 $23.4M 4.8% -12,291 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 246,296 $23.2M 0.12% +188,181 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 244,253 $23M 0.47% -5,995 13F-HR Timeline Group AAF Wealth Management, LLC More: the full row for AAF Wealth Management, LLC 241,541 $22.8M 9.34% +843 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 235,182 $22.2M 0.06% -30,260 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 218,352 $20.6M 2.38% +27,171 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 217,344 $20.5M 4.57% -7,311 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 214,672 $20.2M 1.69% +3,331 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 207,949 $19.6M +25,045 Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 207,712 $19.6M 0.08% +295 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 206,471 $19.5M 0.62% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 201,524 $19M 0.01% +9,029 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 192,059 $18.1M 0.26% -5,879 13F-HR/A Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 189,170 $17.8M 0.59% +56,883 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 183,568 $17.3M 0.13% +42,252 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 183,330 $17.3M 0.03% +20,250 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 179,533 $16.9M 0.71% +12,906 13F-HR Timeline Group Tull Financial Group, Inc. More: the full row for Tull Financial Group, Inc. 179,016 $16.9M 7.53% +4,775 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 172,500 $16.3M 0.23% 0 13F-HR/A Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 172,053 $16.2M 2.03% +5,569 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 164,228 $15.5M 2.08% +3,714 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 162,067 $15.3M 3.14% +18,647 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 161,598 $15.2M 0.01% +2,418 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 161,496 $15.2M 0.05% +94,603 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 159,569 $15M 4.12% +4,921 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 158,584 $14.9M 2.18% -4,972 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 152,932 $14.4M 0.02% +17,957 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 151,870 $14.3M 0.83% -7,844 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 150,754 $14.2M 0.21% +1,368 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 148,262 $14M 0.69% -11,049 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 138,036 $13.6M 0.44% -228 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 136,491 $13.5M 2.88% +5,281 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 141,738 $13.4M 2.57% +385 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 140,093 $13.2M 3.86% -7,265 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 139,512 $13.1M 2.97% -29,600 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 138,642 $13.1M 2.55% -205 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 138,069 $13M 0.07% +16,471 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 137,698 $13M 3.62% +3,996 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 136,583 $12.9M 1.58% -7,752 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 136,447 $12.9M 0.98% -16,750 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 136,318 $12.8M new Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 133,241 $12.6M 6.26% +26,692 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 132,834 $12.5M 0.38% +39,805 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 132,656 $12.5M 0.58% +692 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 131,722 $12.4M 0.04% +9,206 13F-HR/A Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 131,551 $12.4M 0.02% +38,047 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 131,345 $12.4M 0.69% +9,394 13F-HR/A Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 128,960 $12.2M 1.54% -1,310 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 128,102 $12.1M 0.15% +4,509 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 120,682 $11.4M 0.05% -12,371 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 120,420 $11.3M 0.17% +8,428 13F-HR Timeline Group CROBAN More: the full row for CROBAN 119,150 $11.2M 5.28% -59 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 117,142 $11M 1.93% +1,818 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 116,095 $10.9M 0.12% +7,042 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 114,757 $10.8M 0.22% +1,909 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 114,197 $10.8M 0.02% +9,845 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 113,941 $10.7M 0.24% +4,459 13F-HR/A Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 113,653 $10.7M 4.3% +24,181 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 112,772 $10.6M 1.27% +431 13F-HR Timeline Troutman Wealth Management, LLC More: the full row for Troutman Wealth Management, LLC 111,211 $10.5M 8.74% -2,652 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 106,857 $10.4M 1.55% +67,431 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 104,785 $10.4M 3.05% +6,332 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 109,105 $10.3M 0.12% -1,019 13F-HR Timeline Group REBALANCE, LLC More: the full row for REBALANCE, LLC 104,967 $9.89M 0.57% +9,017 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 104,295 $9.83M 2.21% +268 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 104,075 $9.81M 1.27% +25,271 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 102,538 $9.66M 3.02% +3,371 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 $9.42M 4.09% 0 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 93,385 $8.8M 6.08% +1,757 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 93,294 $8.79M 0.07% -3,314 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 90,796 $8.56M 1.75% -70,504 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $8.52M 5.1% -90,173 13F-HR Timeline Amount filed as zero, left out of ratios. Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 90,418 $8.52M 1.24% +2,647 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 89,581 $8.44M 1.69% +14,817 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 88,489 $8.34M 0.2% -5,523 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 88,022 $8.3M <0.01% +1,307 13F-HR Timeline Group Gilbert Capital Group, Inc. More: the full row for Gilbert Capital Group, Inc. 88,019 $8.29M 6.41% +58,293 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 87,939 $8.29M 1.75% -553 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 86,778 $8.18M 0.96% +55,427 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 86,706 $8.17M -2 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 85,100 $8.09M 0.08% +43,468 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 85,394 $8.05M 3.4% -14,884 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 84,336 $7.95M 0.05% +18,249 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 82,827 $7.81M 0.01% -18,653 13F-HR Timeline Group SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 81,692 $7.7M 8.26% +79,102 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 80,938 $7.63M +35,916 Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 80,254 $7.56M 2.62% +1,170 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 79,832 $7.52M 3.11% -1,115 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 78,081 $7.36M 0.97% +46 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 78,173 $7.36M 0.04% +5,939 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 77,652 $7.32M 1.52% +3,413 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 76,877 $7.25M 1.67% -2,629 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 76,550 $7.21M 1.18% +3,660 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 76,113 $7.17M 0.1% +10,102 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 75,732 $7.14M 0.06% +41,413 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 75,350 $7.1M 5.34% +5,947 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 75,149 $7.08M 0.41% -1,507 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 74,466 $7.02M 0.73% 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 74,138 $6.99M 1.57% +45,647 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 73,823 $6.96M 0.08% +57,432 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 73,251 $6.9M 0.15% -4,521 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 71,747 $6.84M 0.74% +59,061 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 71,405 $6.73M 0.13% -111 13F-HR Timeline Group Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 71,112 $6.7M 3.56% +1,172 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 70,945 $6.69M 2.33% +3,677 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 70,222 $6.62M 0.08% +4,741 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 69,912 $6.59M 1.53% -5,868 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 69,714 $6.57M 0.91% +13,810 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 68,297 $6.44M 0.56% +4,662 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 67,452 $6.36M 0.21% +5,196 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 67,083 $6.32M 0.01% -151,202 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 66,613 $6.28M 1.4% +39,347 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 65,177 $6.19M 0.02% +34,886 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 65,624 $6.18M 0.07% +17,730 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 64,020 $6.03M 0.15% new 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 63,511 $5.99M 0.77% new 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 62,744 $5.91M 0.26% -14,685 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 62,369 $5.88M 0.02% +39,175 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 61,138 $5.76M 0.06% +48,376 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 59,820 $5.64M 0.48% +2,997 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 59,324 $5.59M 1.42% +3,001 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 57,899 $5.46M 0.52% +20,235 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 57,898 $5.31M 0.19% +5,923 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 55,660 $5.25M 0.95% +846 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 55,187 $5.2M 1.21% +939 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. 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