MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,433,015 $34.4M <0.01% +57,773 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 2,793,047 $28M <0.01% +104,419 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 2,630,905 $26.3M 0.01% +184,209 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,799,817 $18M <0.01% -191,235 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,767,996 $17.7M 0.03% +108,667 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,480,371 $14.8M 0.02% +39,973 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 1,449,269 $14.5M 0.02% +65,175 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,305,137 $13M 0.02% -213,052 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,293,498 $12.9M 1.53% -6,165 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,115,799 $11.2M 0.21% +69,145 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 991,070 $9.92M <0.01% +28,961 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/ 902,065 $9.03M <0.01% +74,916 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 772,510 $7.73M 0.14% -14,393 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 728,466 $7.29M 0.02% -16,273 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 650,266 $6.51M 3.52% -3,485 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 581,161 $5.82M 0.01% -20,543 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 506,724 $5.07M <0.01% -881 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 431,936 $4.32M 0.06% +20,217 13F-HR Timeline Smith Asset Management Co., LLC More: the full row for Smith Asset Management Co., LLC 421,102 $4.22M 3.59% -1,311 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 410,423 $4.11M 0.01% +21,677 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 408,748 $4.09M <0.01% +165,688 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 395,757 $3.96M 1.56% +35,935 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 313,427 $3.14M 0.25% +19,181 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 272,831 $2.73M +2,646 Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 266,812 $2.67M 0.61% -4,162 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 252,458 $2.53M 0.04% -19,428 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 222,221 $2.22M 0.15% +392 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 220,850 $2.21M 0.08% new 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 213,157 $2.13M <0.01% +76,622 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 202,418 $2.03M 0.05% -7,107 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 188,204 $1.88M 0.69% -19,955 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 183,942 $1.84M 0.03% +160,314 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 182,545 $1.83M <0.01% +4,704 13F-HR Timeline Group American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 179,791 $1.8M 0.23% -370,070 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 175,431 $1.76M 0.43% +61,793 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 171,087 $1.71M 0.01% +2,069 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 166,837 $1.67M <0.01% +70,698 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 154,029 $1.54M <0.01% -16,923 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 152,219 $1.52M 0.22% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 146,645 $1.47M 0.02% -3,311 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 145,690 $1.46M 0.11% +19,858 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 144,769 $1.45M 0.01% +16,153 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 144,568 $1.45M 0.01% +60,321 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 138,589 $1.39M 0.01% +1,204 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 135,915 $1.36M -27,875 Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 126,993 $1.27M 0.11% +647 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 123,155 $1.23M <0.01% +86,053 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 122,512 $1.23M 0.01% +1,686 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 115,934 $1.16M 0.01% -5,957 13F-HR Timeline Group Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 111,623 $1.12M <0.01% -8,950 13F-HR Timeline Group Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 108,185 $1.08M 0.61% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 106,154 $1.06M 0.03% -772 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 105,716 $1.06M 0.03% 0 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 105,530 $1.06M 0.5% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 104,276 $1.04M 0.24% -349 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 103,296 $1.04M 0.05% +973 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 97,332 $974K 0.07% +3,009 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 92,133 $922K <0.01% -5,013 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 89,680 $898K 0.01% +6,163 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 89,280 $894K <0.01% -4,352 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 87,533 $876K 0.3% +10,504 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 86,691 $868K 0.03% -22,848 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 82,173 $823K 0.03% +6,262 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 81,837 $819K <0.01% +47,535 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 81,829 $819K 0.06% -1,621 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 78,792 $789K <0.01% +5,446 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 76,389 $765K 0.04% -3,795 13F-HR Timeline Indie Asset Partners, LLC More: the full row for Indie Asset Partners, LLC 75,000 $751K 1% +30,000 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 73,914 $740K 0.22% +252 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 73,335 $734K 0.01% +10,199 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 73,050 $732K 0.02% +3,355 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 71,355 $714K <0.01% +19,037 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 71,200 $713K 0.2% +2,500 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 71,150 $712K <0.01% +14,625 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 69,760 $698K <0.01% new 13F-HR Timeline Group MAS Advisors LLC More: the full row for MAS Advisors LLC 69,554 $696K 1.1% +7,383 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 67,848 $684K <0.01% 0 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 68,040 $681K 0.01% +6,083 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 65,100 $652K 0.06% +1,262 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 65,092 $652K 0.08% +165 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 63,894 $640K 0.04% -14,267 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 63,444 $634K <0.01% +1,756 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 62,834 $629K 0.05% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 62,242 $623K 0.01% +3,014 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 61,739 $618K 0.03% +2,018 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 59,410 $604K 0.1% -10,745 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 59,996 $601K <0.01% -4,637 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 58,029 $581K 0.31% +945 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 56,268 $563K 0.05% +1,388 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,787 $548K 0.09% -114,225 13F-HR/A Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 54,707 $548K 0.19% +389 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 53,397 $535K 0.01% +1,355 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 52,772 $528K <0.01% +1,944 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 50,451 $505K 0.11% +25 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 50,362 $504K <0.01% -3,091 13F-HR Timeline Group Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 49,567 $496K 0.23% +1,001 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 49,200 $492K 0.11% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 47,394 $474K 0.01% +2,141 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 44,402 $444K 0.09% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 43,800 $438K 0.08% -18,700 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 43,094 $431K 0.01% 0 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 42,492 $425K 0.03% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 42,388 $424K <0.01% 0 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 41,073 $411K 0.26% -214 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 40,120 $402K <0.01% +7,600 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 39,864 $399K 0.01% +231 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 37,651 $376K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 37,106 $371K 0.01% +4,672 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 36,745 $368K <0.01% +200 13F-HR/A Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 35,633 $357K <0.01% +193 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 35,472 $355K 0.02% +2,467 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 35,448 $355K 0.03% -5,089 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 34,669 $347K <0.01% -3,231 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 34,072 $347K 0.09% -667 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 32,780 $328K 0.04% +11,091 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 32,452 $325K <0.01% +1,630 13F-HR Timeline Group BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 32,344 $316K 0.14% -227 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 31,007 $312K 0.06% +161 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 31,100 $311K <0.01% +5,057 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 30,967 $310K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 30,751 $308K <0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 30,666 $307K 0.02% +13,431 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 30,366 $304K 0.12% +4,500 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 29,456 $299K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 29,808 $298K <0.01% -1,757 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 29,637 $297K 0.01% +2,663 13F-HR Timeline Alexander Randolph Advisory, Inc. More: the full row for Alexander Randolph Advisory, Inc. 29,522 $296K 0.24% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 29,209 $292K <0.01% +1,000 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 28,636 $287K <0.01% -984 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 28,546 $286K 0.01% +343 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 28,103 $281K <0.01% -51 13F-HR Timeline Group Suncoast Equity Management More: the full row for Suncoast Equity Management 27,460 $275K 0.03% +362 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 27,225 $273K 0.01% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 27,131 $272K 0.16% 0 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 27,042 $271K 0.01% +11 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 26,478 $265K 0.05% -2,237 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 26,325 $264K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 26,254 $263K 0.06% -501 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 26,193 $262K <0.01% +14,518 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 26,100 $261K 0.03% 0 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 25,976 $260K 0.02% +99 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 25,081 $251K <0.01% 0 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 25,018 $250K 0.04% new 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 24,880 $250K 0.03% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 24,794 $248K <0.01% +1,600 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 24,400 $244K 0.02% -775 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 24,272 $243K 0 Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 24,194 $242K 0.17% -6,520 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 24,096 $241K <0.01% 0 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 23,603 $236K 0.07% -2,706 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 23,240 $233K 0.04% 0 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 22,959 $230K 0.2% +88 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 22,956 $230K 0.05% -1,490 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 22,000 $220K 0.04% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 21,799 $218K 0.02% +382 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 21,483 $215K 0.01% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 21,397 $214K 0.01% +290 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 21,283 $213K 0.01% -319 13F-HR/A Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 21,237 $213K 0.1% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 21,219 $212K <0.01% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 21,119 $211K 0.03% +67 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 21,112 $211K 0.08% +230 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 20,661 $207K <0.01% +5,455 13F-HR Timeline Group Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 20,595 $206K 0.14% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 20,404 $204K 0.01% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 20,390 $204K <0.01% -6,666 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 20,381 $204K 0.03% +70 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 20,282 $203K 0.15% +23 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 20,160 $202K 0.12% -29 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 19,513 $197K <0.01% +414 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 19,596 $196K 0.07% -1,000 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 18,882 $190K 0.05% -4,046 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 18,530 $185K 0.02% 0 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 18,000 $180K 0.11% -8,845 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 18,000 $180K 0.11% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Berman McAleer LLC More: the full row for Berman McAleer LLC 17,821 $180K 0.03% 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 17,522 $175K 0.02% +327 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 17,506 $175K 0.01% -20,191 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 17,500 $175K 0.01% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 17,454 $175K 0.08% +340 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 17,417 $174K <0.01% new 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 17,400 $174K 0.02% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,290 $173K <0.01% -154 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 17,246 $173K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 17,115 $171K <0.01% +280 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 16,573 $165K 0.03% +216 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,365 $164K <0.01% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 16,271 $163K 0.01% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 14,860 $161K 0.06% +1,800 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 16,073 $161K 0.01% +298 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 15,973 $160K 0.02% +243 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 15,683 $157K 0.05% -1,385 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 15,030 $150K <0.01% -6,970 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 15,019 $150K 0.02% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 14,969 $150K 0.04% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,952 $150K 0.07% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 14,699 $147K <0.01% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 14,696 $147K 0.02% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 14,655 $146K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 14,176 $142K <0.01% +8,743 13F-HR Timeline Group