BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,452,920 $224M 0.02% -8,993,304 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,942,064 $190M 0.01% +152,011 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,795,985 $181M <0.01% -263,404 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,600,324 $168M 0.01% +233,027 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,347,193 $152M 5.74% +58,030 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,048,608 $67.9M -735,509 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 967,119 $62.6M 0.01% -299,800 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 769,716 $49.8M 0.03% +1,640 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 670,271 $43.4M 0.01% +8,286 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 634,328 $41.1M 0.01% -25,117 13F-HR/A Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 551,069 $35.7M -84,111 Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 361,294 $23.4M 0.02% -28,692 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 301,953 $19.5M 0.46% +276,105 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 289,513 $18.7M 6.42% +1,793 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 270,476 $17.5M 0.01% -28,399 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 246,357 $15.9M 0.02% -5,759 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 222,435 $14.4M 3.68% -3,968 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 215,206 $13.9M 0.55% -38,000 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 201,947 $13.1M 0.01% -8,004 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 197,758 $12.8M 0.22% -837 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 196,370 $12.4M <0.01% +22,751 13F-HR/A Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 185,644 $12M 0.02% -88,031 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 181,304 $11.7M 1.01% +19,119 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 172,039 $11.1M <0.01% -12,092 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 169,683 $11M 0.02% -30,459 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 168,339 $10.9M 0.01% +8,219 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 162,956 $10.5M 0.01% +2,583 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 157,824 $10.2M 0.02% +10,730 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 150,892 $9.77M 0.11% +6,682 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 143,869 $9.31M 0.11% -4,751 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 135,652 $8.78M 0.01% -3,516 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 135,001 $8.74M 0.5% +9,225 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 126,945 $8.22M 1.57% +3,415 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 125,501 $8.12M 2.64% +24,304 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 124,940 $8.09M 0.09% +65,327 13F-HR Timeline CX Institutional More: the full row for CX Institutional 113,129 $7.32M 0.22% +113,104 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 110,089 $7.13M 0.11% +26,989 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 108,915 $7.04M 0.02% -4,062 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 108,584 $7.03M 0.01% -46,490 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 98,316 $6.36M 0.01% -8,219 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 96,462 $6.24M 0.01% +34,991 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 91,790 $5.94M 0.01% +2,235 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 88,248 $5.71M 0.02% +7,920 13F-HR Timeline Group Well Done, LLC More: the full row for Well Done, LLC 78,350 $5.07M 0.74% -1,666 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 70,977 $4.59M 0.05% +16,414 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 67,515 $4.37M 0.04% +584 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 62,794 $4.25M 0.24% +2,628 13F-HR/A Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 60,456 $4.18M 0.24% +114 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 64,089 $4.15M 0.76% +3,282 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 60,078 $3.89M 0.04% new 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 59,359 $3.84M +3,215 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 58,879 $3.81M 0.01% -1,134 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 57,620 $3.73M 0.99% -551 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 56,831 $3.68M 0.06% -2,112 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 54,641 $3.54M +1,190 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 54,267 $3.51M 0.02% -289 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 53,611 $3.47M 0.01% +53,234 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 47,782 $3.38M 0.05% -5,971 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 47,725 $3.09M 0.79% 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 43,440 $2.81M 0.03% -6,464 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 42,789 $2.77M 0.01% +985 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 43,237 $2.74M <0.01% +10,804 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,658 $2.57M <0.01% -658 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 39,400 $2.55M <0.01% -919 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 36,631 $2.37M 0.06% -391 13F-HR Timeline Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 36,120 $2.34M 2.55% -751 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 34,632 $2.24M 0.01% -2,458 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 33,583 $2.17M 0.49% +2,422 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 32,698 $2.12M 0.5% -1,832 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 31,892 $2.06M 0.24% -7 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 31,640 $2.05M 0.01% +18,503 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 30,987 $2.01M 0.85% -327 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 30,846 $2M 0.67% -184 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 30,497 $1.97M 0.18% -348 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 30,472 $1.97M <0.01% -6,294 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 29,906 $1.94M 0.14% -14,589 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 29,401 $1.9M 0.03% +3,469 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Friedenthal Financial More: the full row for Friedenthal Financial 29,358 $1.9M 0.95% +97 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 29,167 $1.89M 0.03% -14,516 13F-HR/A Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 29,059 $1.88M 0.01% -2,329 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 27,983 $1.81M 0.02% -605 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 27,850 $1.8M 0.01% +9,150 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 26,754 $1.73M 0.04% +5,730 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 26,627 $1.72M <0.01% -3,953 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 $1.72M <0.01% 0 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 26,532 $1.72M <0.01% +1,748 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 25,077 $1.62M <0.01% -18,013 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,329 $1.57M 0.03% -238 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 24,274 $1.57M 0.19% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 24,108 $1.56M 0.01% +21 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 23,447 $1.52M 0.01% -294 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22,951 $1.49M 0.21% -555 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 22,949 $1.49M 0.39% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 22,703 $1.47M 0.1% -6,665 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22,264 $1.44M 0.75% +250 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 22,152 $1.43M <0.01% -5,174 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 20,919 $1.35M 0.01% +915 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,317 $1.32M 0.01% -215 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 19,728 $1.28M 0.61% -5,582 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 19,248 $1.25M <0.01% -3,973 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 19,226 $1.25M 0.03% +1,034 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 19,188 $1.24M 0.04% -1,054 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 17,299 $1.24M 0.15% -651 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 18,949 $1.23M 0.01% -17,215 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 18,929 $1.23M 0.01% +189 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 18,403 $1.19M 0.03% -384 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 18,278 $1.18M 0.1% +11,736 13F-HR Timeline Group Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 17,655 $1.14M 1.08% +619 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 16,941 $1.1M 0.68% +108 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 16,883 $1.09M 0.07% +471 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 16,828 $1.09M 0.5% 0 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 16,726 $1.08M 0.43% -126 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 16,534 $1.07M 0.07% -166 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,490 $1.07M 0.03% +324 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 16,280 $1.05M 0.03% -142,363 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,264 $1.05M 0.01% -11 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 15,065 $975K 0.01% +2,128 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 14,770 $956K 0.08% -735 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 14,700 $952K 0.03% 0 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 14,273 $924K 0.58% -1,421 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,032 $908K <0.01% +2 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 14,019 $907K 0.17% -204 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13,871 $889K <0.01% +719 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,582 $879K 0.05% -4,956 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,464 $872K 0.02% -489 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 13,324 $862K 0.03% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 13,158 $852K 0.03% -607 13F-HR Timeline RIVERCHASE WEALTH MANAGEMENT, LLC More: the full row for RIVERCHASE WEALTH MANAGEMENT, LLC 12,718 $823K 0.43% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 12,710 $823K 0.01% -78 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,333 $798K 0.01% -242 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 12,025 $778K 0.13% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 11,867 $768K 0.21% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 11,848 $767K 0.26% -96 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 11,803 $764K 0.3% -1,935 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,768 $762K 0.01% -8,261 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 11,678 $758K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 11,709 $758K <0.01% -2,993 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,236 $739K 0.02% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 11,367 $736K <0.01% -306 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 11,283 $730K 0.02% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 11,021 $713K 0.12% -144 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 12,440 $712K 0.04% -195 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,872 $704K <0.01% +1,249 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 10,829 $701K 0.01% -829 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,286 $666K 0.08% +3,935 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,043 $650K 0.02% -178 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 10,000 $647K 0.01% -23 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 9,989 $647K 0.1% -60 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,915 $642K 0.02% -24 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 9,866 $639K <0.01% -842 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,617 $619K <0.01% +230 13F-HR Timeline Group MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 9,047 $586K <0.01% -1,488 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,867 $574K 0.01% -399 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,775 $568K <0.01% +391 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,774 $568K 0.01% -6,923 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,410 $544K 0.02% +195 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 8,280 $536K 0.24% +1,005 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 8,239 $533K 0.03% -25 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 8,236 $533K 0.16% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 8,233 $533K 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 $532K 0.02% -122 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,908 $513K <0.01% +779 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,819 $506K <0.01% -98 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,800 $505K 0.29% 0 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 7,691 $498K 0.4% -185 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 7,548 $489K 0.1% -97 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 7,540 $488K 0.1% -1,945 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 6,963 $451K 0.12% -2 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,887 $446K 0.1% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,786 $439K <0.01% -2,458 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,580 $426K <0.01% new 13F-HR Timeline Group Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 6,494 $420K 0.15% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,389 $414K <0.01% +1,521 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,363 $412K 0.18% -10 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,334 $410K <0.01% -15 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,312 $409K 0.08% -770 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,305 $408K <0.01% -2,881 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 6,295 $407K 0.09% +788 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,115 $396K 0.11% -611 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 5,741 $372K 0.16% -2,699 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5,672 $367K 0.03% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 5,654 $366K 0.04% +2,330 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,622 $364K 0.02% +900 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. 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