LPL Financial LLC More: the full row for LPL Financial LLC 3,980,772 $184M 0.04% +812,922 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,761,775 $174M 4.86% +82,784 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,370,261 $109M 0.01% +219,744 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,522,980 $70.3M 0.02% +138,501 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,433,747 $66.2M 1.89% +102,659 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,255,404 $58M 2.1% +68,504 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,241,604 $57.3M 0.91% new 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,075,010 $49.6M <0.01% +46,147 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 797,426 $36.8M +96,758 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 795,480 $36.7M 0.03% +56,897 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 751,061 $34.7M 0.01% +60,529 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 693,751 $33.1M 7.45% -238,163 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 704,543 $32.5M 0.17% +3,804 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 668,967 $30.9M 0.06% +143,188 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 625,844 $28.9M +19,723 Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 518,624 $24M 0.03% +35,313 13F-HR Timeline Group Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 442,514 $20.4M 2.6% -2,955 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 438,912 $20.3M 0.07% -18,986 13F-HR Timeline Group Choice Wealth Advisors LLC More: the full row for Choice Wealth Advisors LLC 356,619 $16.5M 5.78% +20,106 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 335,602 $15.5M 0.03% +134,490 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 326,330 $15.1M 0.15% -37,964 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 274,238 $12.7M 0.01% +72,310 13F-HR Timeline Group Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 242,152 $11.2M 3.05% +11,384 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 190,915 $8.82M 2.8% +21,056 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 187,217 $8.65M 1.95% -170,661 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 181,872 $8.4M 0.07% +1,599 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 158,604 $7.32M 0.02% +7,476 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 137,883 $6.37M 3.22% -151 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 117,967 $5.45M 0.02% +7,045 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 105,357 $4.87M 0.16% +17,271 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 100,250 $4.63M 0.18% +37,910 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 98,800 $4.56M 0.01% +49,786 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 98,698 $4.55M 0.15% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 97,866 $4.52M <0.01% -46,825 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 97,440 $4.5M 0.3% +4,478 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 89,341 $4.13M 0.12% +2,687 13F-HR Timeline Vericrest Private Wealth More: the full row for Vericrest Private Wealth 89,313 $4.12M 3.67% +5,776 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 86,100 $3.98M 0.39% -1,009 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 84,667 $3.91M 2.16% +2,832 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 83,324 $3.85M 0.06% +17,791 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 83,161 $3.84M <0.01% new 13F-HR Timeline Group Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 82,143 $3.79M 3.32% +2,774 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 78,641 $3.63M 0.02% +549 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 62,022 $2.86M 0.26% +46,702 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 60,785 $2.81M 0.09% +52,553 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 57,326 $2.65M 0.05% +770 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 54,252 $2.51M <0.01% -6,877 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 50,715 $2.34M 0.92% -3,135 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 49,451 $2.23M 0.01% +23,562 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 46,355 $2.14M <0.01% +1,879 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 46,177 $2.13M 0.18% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 44,979 $2.08M 0.04% +588 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 37,731 $1.74M 0.03% 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 37,150 $1.72M <0.01% +13,659 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 36,624 $1.69M 0.01% -111,774 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 35,968 $1.66M 0.09% +7,595 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 34,293 $1.58M <0.01% 0 13F-HR Timeline Group TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 32,870 $1.54M 0.52% -433 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 33,314 $1.54M 0.34% +1,786 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 32,735 $1.51M 0.15% -289 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 32,463 $1.5M 0.02% +3,265 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 31,925 $1.47M 1.92% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 32,319 $1.43M 0.02% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 29,470 $1.36M 0.42% +938 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 27,707 $1.28M 0.01% +5,213 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 26,236 $1.21M 0.07% +1,983 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 26,132 $1.21M 0.02% +262 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 22,920 $1.06M 0.3% +5,556 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,672 $1.05M 0.02% +35 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 22,175 $1.02M 0.01% +8,290 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 19,189 $886K 0.42% +4,637 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 18,209 $841K 0.08% +406 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 18,177 $839K <0.01% +1,026 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 17,588 $812K <0.01% +15,904 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 17,333 $800K <0.01% +9,591 13F-HR Timeline Group Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 16,447 $760K 0.71% -670 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,309 $707K 0.02% -1,440 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 15,071 $696K 0.41% +222 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 15,046 $695K 0.02% -429 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 14,489 $669K 0.03% +1,192 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,364 $663K 0.01% -357 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 13,897 $642K <0.01% -1,342 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 13,885 $641K 0.24% -2,137 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,861 $640K <0.01% -3,292 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 12,590 $581K <0.01% +34 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 12,212 $564K 0.36% -1,155 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,326 $523K 0.01% +258 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,897 $503K 0.02% +693 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,811 $499K 0.01% -1,856 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,785 $498K 0.01% +74 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 10,709 $495K 0.09% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 10,638 $491K 0.02% +3,198 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,980 $461K <0.01% -1,716 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,779 $452K <0.01% +2,008 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 9,689 $447K 0.04% 0 13F-HR Timeline Hopwood Nicholas Hunter More: the full row for Hopwood Nicholas Hunter 9,362 $432K 0.12% -148 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 9,336 $431K <0.01% +861 13F-HR Timeline Group Town Capital LLC More: the full row for Town Capital LLC 9,258 $428K 0.27% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 9,059 $418K 0.25% +2,824 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 8,514 $393K 0.14% +48 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,419 $389K 0.09% +746 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 8,199 $379K 0.05% -448 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 8,169 $377K 0.24% +116 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 7,993 $369K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 7,588 $350K 0.13% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 7,474 $345K 0.25% +334 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 7,220 $333K <0.01% 0 13F-HR Timeline Group Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 7,218 $333K 0.17% +266 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,899 $319K <0.01% +98 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,873 $317K <0.01% -695 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,621 $306K 0.02% -6,557 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 6,464 $298K <0.01% +30 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,113 $282K 0.52% -485 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 6,028 $278K 0.05% -2,825 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,769 $266K <0.01% new 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 5,479 $253K <0.01% new 13F-HR/A Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,787 $221K <0.01% +4,210 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,742 $219K <0.01% -5,090 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,561 $211K 0.01% -120 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,264 $151K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,145 $145K <0.01% -71 13F-HR Timeline Group TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,274 $105K 0.04% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,174 $100K <0.01% +318 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,066 $95.4K <0.01% +1,263 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 1,868 $86.3K 0.02% +9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,488 $68.7K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,470 $67.9K <0.01% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,007 $46.5K <0.01% 0 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 920 $42.5K 0.02% +4 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 653 $30.2K <0.01% +225 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 650 $30K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 500 $23.1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 482 $22K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TD Capital Management LLC More: the full row for TD Capital Management LLC 459 $21.2K <0.01% +7 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 453 $20.9K <0.01% -1,120 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 386 $17.8K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 378 $17.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 323 $15K 0.01% -155 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 222 $10.3K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 137 $6.33K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 114 $5.26K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 110 $5.08K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 106 $4.89K <0.01% 13F-HR Timeline