BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 12,937,677 $812M 0.07% -346,571 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,730,404 $171M <0.01% +206,736 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,447,393 $154M 0.01% +101,673 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,292,021 $144M 6.07% +3,871 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,122,726 $133M 0.01% +168,800 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,697,902 $107M 0.03% -20,245 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,103,754 $69.3M 0.01% -836,439 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 815,673 $51.2M 0.04% -67,796 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 760,163 $47.7M -6,704 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 655,367 $41.2M 0.01% +51,890 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 647,695 $40.7M 0.01% +7,780 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 392,270 $24.6M 0.02% +76,005 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 335,762 $21.1M <0.01% +73,502 13F-HR Timeline Group Vestcor Inc More: the full row for Vestcor Inc 312,760 $19.6M 0.59% +97,695 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 304,298 $19.1M 0.94% +193,062 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 284,978 $17.9M 0.04% -13,893 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 279,696 $17.6M 0.01% -31,465 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 275,092 $17.3M 6.22% +1,916 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 267,436 $16.8M 0.02% -12,326 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 264,448 $16.6M 0.16% -796 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 253,407 $15.9M 4.43% -4,067 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 242,456 $15.2M 0.43% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 225,925 $14.2M 0.03% -6,415 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 214,140 $13.4M 0.01% -6,866 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 196,971 $12.4M 1.81% +2,799 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 189,666 $11.9M <0.01% -5,492 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 187,815 $11.8M 0.02% -19,744 13F-HR Timeline Group ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 167,657 $10.5M 1% +2,853 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 159,643 $10M 0.02% +3,231 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 159,097 $9.99M 0.01% -10,887 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 157,618 $9.9M 0.13% -11,391 13F-HR Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 156,619 $9.84M 2.68% -13,931 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 154,439 $9.7M 0.02% -779 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 152,976 $9.61M 0.12% -6,991 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 119,292 $7.49M 1.6% +3,921 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 113,862 $7.15M 0.18% -801 13F-HR/A Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 110,936 $6.97M 2.76% +3,398 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 108,046 $6.79M 0.83% +10,494 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 107,207 $6.73M 0.04% +5,684 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 106,099 $6.72M 0.01% -20,620 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 99,246 $6.23M 3.42% -920 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 91,312 $5.73M 0.01% -7,072 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 84,266 $5.29M 0.99% -6,051 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 83,217 $5.23M 0.12% +11,810 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 77,932 $4.9M 0.01% -4,061 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 76,939 $4.83M 0.02% +23 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 74,777 $4.7M 0.01% +55,568 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 73,329 $4.61M 0.06% -4,512 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 69,864 $4.4M 0.12% -11,762 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 68,315 $4.29M 1.53% -1,377 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 66,924 $4.2M 0.01% +1,746 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 66,895 $4.2M 0.04% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 62,163 $3.9M 0.8% -407 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 61,188 $3.85M 0.26% new 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 60,194 $3.78M 0.1% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 59,936 $3.76M 0.01% -3,383 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 57,571 $3.62M 0.03% +585 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 57,208 $3.59M 0.98% +628 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 56,422 $3.54M 0.27% +18 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 56,219 $3.53M 0.06% -850 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 53,991 $3.39M 0.01% -1,350 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,690 $3.18M 0.01% +10,052 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 50,603 $3.18M <0.01% +43,513 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 50,419 $3.17M +5,571 Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 46,640 $2.93M 0.23% +2,970 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 44,623 $2.8M 1.02% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 43,729 $2.75M 0.04% +1,261 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 42,289 $2.66M 0.09% -2,365 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 39,857 $2.5M 0.02% -25,054 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 39,119 $2.46M 0.02% -6,661 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 36,926 $2.32M 0.01% +13,662 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 36,796 $2.31M 0.01% +3,179 13F-HR/A Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 36,490 $2.29M 0.02% +1,850 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 35,623 $2.24M 0.03% +4,298 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 36,900 $2.22M 0.26% new 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 34,679 $2.18M 0.57% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 34,124 $2.14M 0.15% -1,926 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 33,353 $2.09M 0.04% +3,522 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 31,617 $1.99M 0.2% -446 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 31,428 $1.97M 0.47% -253 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 30,536 $1.92M 0.97% +1,155 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30,397 $1.91M 0.04% +755 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 28,845 $1.81M 0.01% -789 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 27,813 $1.75M 0.05% +5,181 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 27,676 $1.74M 0.01% +13 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 27,570 $1.73M 0.98% +3,432 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 $1.71M <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 26,940 $1.69M 0.27% -1,037 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26,519 $1.67M 0.03% -113 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,323 $1.65M <0.01% -836 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 25,493 $1.6M 0.22% -1,349 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,403 $1.6M 0.02% +370 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 24,979 $1.57M 0.81% +5,008 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,939 $1.57M 0.01% -1,171 13F-HR/A Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 24,652 $1.55M 0.08% -4,996 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 24,029 $1.51M 0.01% -430 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 23,501 $1.47M 0.21% +73 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 23,195 $1.46M 0.03% -3,065 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 22,720 $1.43M 0.42% +229 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 22,693 $1.43M 0.02% +22,188 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 22,379 $1.41M 0.01% +666 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 21,584 $1.36M 0.04% -2,496 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,483 $1.35M 0.01% -6,455 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 21,337 $1.34M 0.74% +21,149 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 21,164 $1.32M <0.01% +5,963 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 20,900 $1.31M <0.01% -2,800 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,368 $1.28M 0.01% -2,283 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 19,705 $1.24M 0.86% +89 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 18,993 $1.19M 0.06% +911 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 18,398 $1.16M <0.01% -32,345 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 18,271 $1.15M 0.04% +892 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,077 $1.14M 0.01% -511 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 17,760 $1.12M 0.07% +2 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 17,261 $1.08M 0.03% -129 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 17,141 $1.08M 0.08% -207 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 16,753 $1.05M <0.01% -6,721 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 16,575 $1.04M 0.69% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,554 $1.04M 0.02% -4,103 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 16,404 $1.03M 0.02% -1,347 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 16,125 $1.01M 0.73% +71 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16,115 $1.01M 0.1% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 15,978 $1M 0.01% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,650 $983K 0.02% -281 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 14,972 $940K 0.45% +207 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,700 $923K 0.03% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 14,195 $891K 0.2% +1,372 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 14,011 $880K 0.03% +314 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 13,807 $867K 0.01% +1,839 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,683 $859K <0.01% -78 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 13,181 $828K 0.15% +31 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 12,924 $812K 0.32% -2,945 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,874 $809K 0.05% -77 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 12,852 $807K 0.1% -16,348 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,814 $805K 0.02% -5,210 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 12,718 $799K 0.51% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 11,899 $747K 0.3% -41 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 11,867 $745K 0.25% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,848 $744K 0.28% -96 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 11,834 $743K +2,001 Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,547 $725K 0.01% +100 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 11,284 $709K <0.01% -21,251 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,234 $705K 0.02% +1,353 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 11,190 $703K 0.03% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 10,900 $685K <0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,636 $668K <0.01% +70 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 10,620 $667K 0.24% +5,327 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,419 $654K 0.11% +138 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,305 $645K 0.02% -478 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10,263 $645K 0.11% -1,265 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 10,141 $637K 0.17% +467 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,915 $623K 0.02% -76,316 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 9,865 $620K 0.34% -8,099 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,006 $566K 0.01% +67 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 8,780 $551K 0.12% +61 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,763 $550K <0.01% +305 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 8,713 $547K <0.01% +456 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,578 $539K 0.02% -138 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 8,236 $517K 0.16% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,233 $517K 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 8,131 $511K <0.01% +8 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,136 $511K 0.04% -176 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 8,048 $505K 0.27% +12 13F-HR Timeline TME FINANCIAL, INC. More: the full row for TME FINANCIAL, INC. 7,948 $499K 0.4% -161 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,800 $490K 0.3% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,796 $490K 0.16% +340 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,645 $480K 0.11% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 7,619 $478K 0.02% +132 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,393 $464K 0.01% 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,343 $461K 0.01% +5,717 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 7,275 $457K 0.21% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 7,167 $450K 0.12% -4,711 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 7,123 $447K 0.13% +37 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 6,963 $437K 0.11% +826 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,894 $433K <0.01% -162 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 6,767 $425K <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 6,575 $413K <0.01% new 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,412 $403K 0.17% -18 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,349 $399K <0.01% 0 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6,292 $395K 0.04% -430 13F-HR Timeline Group Old North State Trust, LLC More: the full row for Old North State Trust, LLC 6,281 $394K 0.27% -3,630 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,203 $390K <0.01% -198 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,183 $388K <0.01% new 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 5,792 $364K 0.29% +324 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,757 $362K 0.11% +66 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 5,677 $357K 0.03% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. 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