BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,338,217 $251M 0.02% -114,703 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,068,371 $231M 0.01% +126,307 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,805,754 $211M <0.01% +9,769 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,543,913 $192M 0.01% -56,411 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,294,992 $173M 5.78% -52,201 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,099,139 $82.7M +50,531 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 959,974 $72.3M 0.01% -7,145 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 767,092 $57.7M 0.03% -2,624 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 638,492 $48.1M 0.01% -31,779 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 635,410 $47.8M 0.01% +1,082 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 542,993 $40.9M 0.01% -8,076 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 355,221 $26.7M 0.01% +84,745 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 315,234 $23.7M 0.02% -46,060 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 241,030 $18.1M 0.02% -5,327 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 218,941 $16.5M 3.88% -3,494 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 205,108 $15.3M <0.01% +8,738 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 215,206 $15.3M 0.55% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 199,105 $15M 0.01% -2,842 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 180,699 $13.6M 0.16% -17,059 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 179,808 $13.5M <0.01% +7,769 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 177,812 $13.4M 1.05% -3,492 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 176,822 $13.3M 0.02% +7,139 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 176,718 $13.3M 0.02% -8,926 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 171,614 $12.9M 0.33% -130,339 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 167,667 $12.6M 0.01% -672 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 164,554 $12.4M 0.02% +6,730 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 163,349 $12.3M 0.01% +54,765 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 160,573 $12.1M 2.04% +33,628 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 150,313 $11.3M 0.01% -12,643 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 144,691 $10.9M 0.56% +9,690 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 142,812 $10.8M 0.11% -1,057 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 140,028 $10.5M 3.08% +14,527 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 134,794 $10.1M 0.1% -16,098 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 127,634 $9.61M 0.01% -8,018 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 122,567 $9.23M <0.01% +92,095 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 115,931 $8.73M 0.25% +2,802 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,669 $8.11M 0.01% +9,353 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 108,093 $8.03M 0.01% -822 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 110,003 $7.12M 0.12% -86 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 86,794 $6.53M 0.01% -4,996 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 82,905 $6.24M 0.02% -5,343 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 76,990 $5.8M 0.78% -1,360 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 67,987 $5.12M 0.05% -2,990 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 67,724 $5.1M <0.01% -28,738 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 67,008 $5.04M 0.04% -507 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 66,814 $5.03M 0.05% +6,736 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 62,942 $4.74M 0.24% +148 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 62,419 $4.7M 0.05% -62,521 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 61,682 $4.64M 0.74% -2,407 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 61,551 $4.63M 0.01% +18,762 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 59,724 $4.5M +365 Timeline LM Advisors LLC More: the full row for LM Advisors LLC 60,239 $4.46M 0.51% +55,889 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 56,668 $4.27M 0.05% -163 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 56,493 $4.25M 1.04% -1,127 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 56,128 $4.23M 0.01% -2,751 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 54,606 $4.11M -35 Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 55,813 $4.06M 0.21% -4,643 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 52,913 $3.98M 0.02% -1,354 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 50,730 $3.82M 0.01% -2,881 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 46,935 $3.48M <0.01% +3,698 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 45,567 $3.43M 0.04% +2,127 13F-HR Timeline Group CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 45,359 $3.41M 0.76% -2,366 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 46,045 $3.36M 0.05% -1,737 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 38,980 $2.93M 0.01% +14,872 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 38,660 $2.91M <0.01% -998 13F-HR Timeline Group Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 37,491 $2.82M 2.76% +1,371 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 33,106 $2.49M 0.5% -477 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 32,978 $2.48M 0.71% +2,132 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 31,331 $2.36M 0.01% -3,301 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 30,935 $2.33M 0.04% +1,768 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 30,703 $2.31M 0.18% +206 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 32,163 $2.3M 0.22% +271 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 29,761 $2.24M 0.84% -1,226 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 29,726 $2.24M 0.01% +28,667 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 28,667 $2.16M 0.01% -392 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 28,629 $2.16M 1% -729 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,343 $2.13M 0.03% -1,058 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,514 $2.07M <0.01% +982 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 27,316 $2.06M 0.13% -2,590 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 26,737 $2.01M 0.43% -5,961 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 26,706 $2.01M <0.01% +4,554 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 26,543 $2M <0.01% 0 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,469 $1.99M <0.01% -158 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 26,400 $1.99M <0.01% -13,000 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 25,950 $1.95M <0.01% -1,900 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,014 $1.81M 0.16% -260 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 23,880 $1.8M <0.01% -1,197 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 23,654 $1.78M 0.03% -675 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 23,349 $1.76M 0.01% +2,430 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,209 $1.75M 0.01% -238 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 22,913 $1.72M 0.4% -36 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22,601 $1.7M 0.2% -350 13F-HR Timeline Rose Capital Advisors LLC More: the full row for Rose Capital Advisors LLC 22,113 $1.66M 0.89% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 20,554 $1.55M 1.04% -1,710 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,974 $1.51M 0.01% -343 13F-HR Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 19,922 $1.5M 1.21% +2,267 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 19,066 $1.44M 0.01% +117 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 19,040 $1.43M 0.04% -148 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 19,039 $1.43M 0.09% -3,664 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,656 $1.41M 0.03% -570 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,652 $1.4M <0.01% -596 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 18,461 $1.39M 0.56% -1,267 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,289 $1.38M 0.01% -640 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 17,531 $1.32M 0.04% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 17,351 $1.31M 0.08% +468 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 17,087 $1.29M 0.15% -212 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 16,971 $1.28M 0.61% +143 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16,935 $1.27M 0.11% -1,343 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16,534 $1.24M 0.08% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,369 $1.23M 0.01% +105 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,311 $1.23M 0.03% -179 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 16,210 $1.22M 0.01% -15,430 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 15,588 $1.17M 0.64% +1,315 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,700 $1.11M 0.03% 0 13F-HR/A Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 14,457 $1.09M 0.37% -2,269 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 13,921 $1.05M <0.01% -111 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 13,916 $1.05M 0.16% -103 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 13,885 $1.05M 0.08% -885 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,480 $1.01M 0.03% +156 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 13,463 $1.01M 0.34% +1,660 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,393 $1.01M 0.02% -71 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,316 $1M 0.05% -266 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 13,106 $987K 0.02% -5,297 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13,038 $982K <0.01% -833 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 12,869 $969K 0.02% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 12,744 $959K 0.03% -414 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 12,718 $957K 0.45% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,715 $957K 0.01% +5 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,848 $892K 0.28% 0 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 11,700 $881K 0.13% -325 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,751 $876K 0.01% +73 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,485 $865K <0.01% -224 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,204 $843K 0.02% -79 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 11,203 $843K 0.12% +182 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,065 $833K 0.04% -1,375 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 10,945 $824K <0.01% -422 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,863 $818K 0.01% -905 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 10,811 $814K 0.2% -1,056 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,771 $811K <0.01% -101 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,631 $800K 0.01% -198 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10,236 $771K 0.01% +1,461 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,215 $769K 0.01% -2,118 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,098 $760K 0.02% new 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 10,171 $756K 0.16% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,969 $750K 0.01% -31 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 9,930 $748K 0.02% -113 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,901 $745K 0.02% -14 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 9,607 $723K 0.1% -382 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 9,399 $708K 0.01% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,211 $693K <0.01% -406 13F-HR/A Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 9,185 $691K 0.28% +905 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,867 $667K 0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,676 $653K <0.01% +857 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,542 $643K 0.02% +132 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,530 $642K 0.02% -7,750 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,516 $641K 0.01% -6,549 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,509 $641K 0.01% -265 13F-HR Timeline Group Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 8,385 $631K 0.35% -8,556 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 8,236 $620K 0.41% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,233 $620K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 8,225 $619K 0.02% 0 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,164 $615K 0.04% -75 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,076 $608K <0.01% -1,790 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 8,030 $605K 0.1% +490 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,800 $587K 0.32% 0 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 7,593 $572K 0.4% -98 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,487 $564K <0.01% +2,470 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,373 $555K <0.01% -535 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,844 $515K 0.1% -43 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,574 $495K <0.01% -212 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,531 $492K <0.01% -49 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,401 $482K <0.01% +67 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,358 $479K 0.19% -5 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,304 $475K 0.04% -3,982 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,293 $474K 0.11% -670 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 6,287 $473K 0.09% -8 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,116 $460K 0.12% +1 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 5,811 $437K 0.18% -683 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,694 $429K 0.18% -47 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,622 $423K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5,622 $423K 0.04% -50 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,573 $420K 0.03% +26 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. 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