BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 13,284,248 $775M 0.07% -12,960 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,523,668 $147M <0.01% -224,263 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,345,720 $137M 0.01% +43,652 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,288,150 $133M 6.04% +27,115 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,953,926 $114M 0.01% -95,062 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,940,193 $113M 0.03% +826,558 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,718,147 $100M 0.03% -37,270 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 883,469 $51.5M 0.04% -41,088 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 766,867 $44.7M -61,696 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 639,915 $37.3M 0.01% -14,352 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 603,477 $35.2M 0.01% -41,506 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 567,043 $33.1M 0.14% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 316,265 $18.5M 0.02% 0 13F-HR/A Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 311,161 $18.2M 0.01% -22,645 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 298,871 $17.4M 0.04% +6,245 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 279,762 $16.3M 0.02% +2,310 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 273,176 $15.9M 6.49% +10,546 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 265,244 $15.5M 0.17% +234,632 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 262,260 $15.3M <0.01% +96,288 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 257,474 $15M 4.35% -2,649 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 242,456 $14.1M 0.43% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 232,340 $13.6M 0.03% -6,562 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 221,006 $12.9M 0.01% -8,160 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 215,065 $12.5M 0.42% +40,847 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 207,559 $12.1M 0.02% -7,270 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 195,158 $11.4M <0.01% -21,402 13F-HR/A Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 194,172 $11.3M 1.78% -34,628 13F-HR/A Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 170,550 $9.95M 2.89% -19,114 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 169,984 $9.92M 0.01% -379 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 169,009 $9.86M 0.14% +3,959 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 159,967 $9.33M 0.13% +45 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 156,412 $9.13M 0.02% -4,213 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 155,218 $9.06M 0.02% +5,566 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 164,804 $8.94M 1.06% +17,219 13F-HR Timeline Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 132,854 $7.91M 0.11% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 126,719 $7.39M 0.01% -5,464 13F-HR Timeline Wade Financial Advisory, Inc More: the full row for Wade Financial Advisory, Inc 119,049 $6.95M 2.38% +1,376 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 115,371 $6.73M 1.6% +3,166 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 114,663 $6.69M 0.21% new 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 111,236 $6.49M 0.34% +110,667 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 107,538 $6.27M 2.68% +2,402 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 101,523 $5.92M 0.04% +14,997 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 100,166 $5.84M 3.49% -60,339 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 98,384 $5.74M 0.01% -2,337 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 97,552 $5.69M 0.79% +4,285 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 90,317 $5.24M 0.95% -2,179 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 86,231 $5.03M 0.21% -4,907 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 81,993 $4.78M 0.01% +22,749 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 81,626 $4.61M 0.16% -25,890 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 77,841 $4.54M 0.06% +1,399 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 76,916 $4.49M -5,878 Timeline World Investment Advisors More: the full row for World Investment Advisors 71,407 $4.17M 0.11% -784 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 69,692 $4.07M 1.66% +2,898 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 66,895 $3.9M 0.05% -11 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 65,178 $3.8M 0.01% -421 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 64,911 $3.79M 0.03% -24,788 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 63,319 $3.69M 0.01% +10,232 13F-HR Timeline Group LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 62,570 $3.65M 0.81% +1,378 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 56,404 $3.33M 0.28% +420 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 57,069 $3.33M 0.1% +1,670 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 56,986 $3.32M 0.03% -1,459 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 56,580 $3.3M 0.95% +1,322 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 55,341 $3.23M 0.01% +2,317 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 50,743 $2.96M <0.01% +32,345 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 45,780 $2.67M 0.03% -98 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 44,848 $2.62M +13,317 Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 44,654 $2.61M 0.09% +1,557 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 43,670 $2.55M 0.21% +3,497 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 42,468 $2.48M 0.04% -134 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,638 $2.37M 0.01% -9,013 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 38,401 $2.24M 0.05% new 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 36,050 $2.1M 0.15% +5,946 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 34,640 $2.02M 0.02% -100 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 33,617 $1.96M <0.01% -3,667 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 32,535 $1.9M <0.01% +6,364 13F-HR Timeline Group Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 32,063 $1.87M 0.2% -34 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 31,700 $1.85M <0.01% new 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 31,681 $1.85M 0.48% +1,638 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 31,325 $1.83M 0.02% +836 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 29,831 $1.74M 0.04% -613 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 29,648 $1.73M 0.09% -4,593 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 29,642 $1.73M 0.05% -6,705 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,634 $1.73M 0.01% -1,406 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 29,381 $1.71M 0.96% +577 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 29,200 $1.7M 0.25% -85,773 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27,977 $1.63M 0.28% -1,010 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 27,938 $1.63M 0.01% -176 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,663 $1.61M 0.01% -2,621 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. 27,251 $1.59M <0.01% -54 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 27,159 $1.58M <0.01% -8,168 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 26,842 $1.57M 0.24% +358 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26,632 $1.55M 0.03% +1,373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dakota Wealth Management More: the full row for Dakota Wealth Management 26,260 $1.53M 0.04% -747 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,110 $1.52M 0.01% -2,205 13F-HR/A Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,033 $1.46M 0.02% -518 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,459 $1.43M 0.01% -142 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 24,138 $1.41M 0.79% -20,192 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 24,080 $1.4M 0.05% +1,396 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 23,700 $1.38M 0.01% +1,400 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 23,474 $1.37M 0.01% -14,672 13F-HR Timeline Group New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 23,428 $1.37M 0.21% -2,743 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,264 $1.36M 0.01% -2,079 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 22,651 $1.32M 0.01% -2,288 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 22,632 $1.32M 0.04% +8,394 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 22,491 $1.31M 0.43% -8,609 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 21,713 $1.27M 0.01% +2,716 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 188 $1.25M 0.9% -20,263 13F-HR Timeline Wilshire Advisors LLC More: the full row for Wilshire Advisors LLC 222,214 $1.22M 3.86% new 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 20,657 $1.21M 0.03% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 19,971 $1.17M 0.75% +3,678 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 19,616 $1.14M 0.9% -254 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 19,209 $1.12M <0.01% -2,048 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,588 $1.08M 0.01% -2,841 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 18,082 $1.05M 0.06% +730 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 18,024 $1.05M 0.03% -7,758 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 17,964 $1.05M 0.43% -13,418 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,758 $1.04M 0.08% -525 13F-HR/A Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 17,751 $1.03M 0.02% +119 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,390 $1.01M 0.03% +1,392 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 17,379 $1.01M 0.04% -2,561 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 17,348 $1.01M 0.08% -1,551 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 16,575 $967K 0.67% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16,115 $940K 0.1% -140 13F-HR/A Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 16,054 $937K 0.74% -109 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 16,015 $934K 0.01% -1,860 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,931 $929K 0.02% -169 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 15,869 $926K 0.38% -5,582 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 15,201 $886K <0.01% +3,432 13F-HR/A Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,891 $869K 0.02% -194 13F-HR Timeline Group Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 14,765 $861K 0.46% -42 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,700 $858K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,761 $803K <0.01% -114 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 13,697 $799K 0.03% -59 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 13,150 $767K 0.15% -301 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,951 $756K 0.05% -183 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 12,823 $754K 0.19% -1,723 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 12,718 $742K 0.52% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 11,968 $698K 0.01% -1,354 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,944 $697K 0.3% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11,940 $697K 0.29% +46 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 11,878 $693K 0.19% -377 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 11,867 $692K 0.25% +3,131 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 11,528 $673K 0.11% -69 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,447 $668K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,783 $629K 0.03% -421 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,566 $616K <0.01% -66 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 10,293 $600K 0.03% new 13F-HR Timeline Group Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,281 $600K 0.13% -4,189 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 9,881 $576K 0.02% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 9,911 $575K 0.37% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 9,833 $574K 0.02% 0 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9,674 $564K 0.17% +161 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,939 $521K 0.01% -259 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,719 $509K 0.12% -15,267 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,716 $508K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 8,599 $502K 0.02% +1,154 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,458 $493K <0.01% -1,428 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,312 $485K 0.04% -498 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,257 $482K <0.01% 0 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 8,236 $480K 0.17% +700 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,233 $480K 0.01% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,123 $474K 0.01% +711 13F-HR Timeline Group TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 8,109 $473K 0.41% -865 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 8,036 $469K 0.26% +1,154 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,925 $462K <0.01% -10,962 13F-HR Timeline Group Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,800 $455K 0.3% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,645 $446K 0.11% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,487 $437K 0.02% +913 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,456 $435K 0.2% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 7,275 $424K 0.21% +300 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 7,090 $414K <0.01% 0 13F-HR/A Timeline Group Snider Financial Group More: the full row for Snider Financial Group 7,086 $413K 0.13% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 7,056 $412K <0.01% +85 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,980 $407K <0.01% +1,640 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,722 $393K 0.04% -1,555 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,430 $375K 0.15% -215 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,401 $373K <0.01% -316 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,349 $370K <0.01% +2,124 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,137 $358K 0.1% +864 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,940 $347K 0.01% +4,300 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 5,848 $341K 0.04% -341 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,691 $332K 0.12% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. 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