FMR LLC in group FMR LLC More: the full row for FMR LLC 7,631,939 $697M 0.04% -371,844 13F-HR Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,930,058 $359M 0.03% -63,453 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 3,574,268 $327M 0.01% -430,920 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,473,399 $226M 0.01% +163,297 13F-HR Timeline Group Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,713,828 $157M 5.92% -47,665 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,195,141 $109M 0.07% +39,614 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,048,191 $95.8M +58,538 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 948,326 $86.6M 0.02% +50,752 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 768,375 $70.2M 0.14% -28,827 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 702,769 $64.2M 2.54% -97,000 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 688,468 $62.9M +53,124 Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 688,027 $62.9M 0.01% -16,379 13F-HR/A Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 672,215 $61.4M 0.01% +45,718 13F-HR/A Timeline Group SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 669,093 $61.1M 0.06% +1,324 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 531,483 $48.6M 0.01% +68,450 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 493,576 $45.1M 0.01% -4,152 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 433,231 $39.6M 0.1% +2,204 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 420,714 $38.4M 0.08% -9,070 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 400,990 $36.6M 0.02% +8,074 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 397,192 $36.3M 0.05% -47,891 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 374,321 $34.2M 0.44% +2,662 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 356,879 $32.6M 0.03% +8,781 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 350,799 $32.1M 0.01% -38,985 13F-HR Timeline Group Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 301,092 $27.5M 0.48% +852 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 295,823 $27M 0.04% -10,799 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 313,052 $27M 0.01% -5,960 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 225,983 $20.6M 0.24% +7,436 13F-HR Timeline Group Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 221,426 $20.2M 3.32% +2,133 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 213,922 $19.5M 0.45% +106,290 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 207,247 $18.4M 0.01% +25,144 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 197,690 $18.1M 0.21% new 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 186,312 $17M 4.35% -4,543 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 174,466 $15.9M 2.83% -1,691 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 158,276 $14.5M 0.02% +6,755 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 155,175 $14.2M 0.04% -35,807 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 152,033 $13.9M 1.2% +2,459 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 147,807 $13.5M 1.16% +1,390 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 144,701 $13.2M 0.02% -13,507 13F-HR Timeline Group Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 140,522 $12.8M 0.73% +7,175 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 132,656 $12.1M 0.14% +44,774 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 132,047 $12.1M 0.33% -98,128 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 129,395 $11.8M 0.09% +60,836 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 127,769 $11.7M 0.02% -2,052 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 127,199 $11.6M 0.4% -175 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 120,355 $11M 0.79% +922 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 118,853 $10.9M +2,189 Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 116,879 $10.7M +111,147 Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 110,266 $10.1M 0.82% -1,533 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 104,726 $9.57M 0.02% -42,683 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 102,020 $9.32M 0.01% +12,419 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 103,260 $9.25M <0.01% -2,617 13F-HR/A Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 99,751 $9.11M 0.53% new 13F-HR/A Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 93,300 $8.52M +488 Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 92,883 $8.49M 0.55% +2,862 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 92,207 $8.42M 0.1% -1,275 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 85,081 $7.77M 0.01% -777 13F-HR Timeline Group ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 84,872 $7.75M 7.38% +2,612 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 84,284 $7.7M 1.25% -106 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 80,933 $7.39M 0.76% -4,499 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 80,653 $7.37M 0.01% -5,683 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 79,221 $7.24M 1.44% -642 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 75,724 $6.92M 1.02% -2,522 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 68,581 $6.27M 0.56% -185 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 68,262 $6.24M <0.01% +5,543 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 66,432 $6.21M 0.35% -21,737 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 67,369 $6.16M 0.51% +3,775 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 64,759 $5.92M 0.02% -3,902 13F-HR/A Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 62,567 $5.76M 0.01% -15,709 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 62,622 $5.72M 1.45% 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 65,514 $5.53M 0.01% +32,757 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 58,935 $5.38M 0.03% +13,127 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 58,288 $5.33M 0.09% -1,103 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 55,707 $5.2M 0.08% -6,531 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 56,727 $5.18M 0.43% -180 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 55,857 $5.1M 0.15% -9,821 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 55,572 $5.08M 0.02% -12,345 13F-HR Timeline Group Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 53,459 $4.88M 1.51% -3,548 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 51,749 $4.71M 0.01% +2,652 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 50,725 $4.63M 0.27% +1,058 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 49,146 $4.49M <0.01% -1,390 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 48,687 $4.45M 0.01% +189 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 43,569 $3.98M 0.04% -5,344 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 42,975 $3.93M 0.05% +1,530 13F-HR Timeline Compass Financial Group, Inc. (Ohio) More: the full row for Compass Financial Group, Inc. (Ohio) 42,851 $3.92M 2.87% +5,087 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 42,289 $3.86M 0.01% -11,279 13F-HR Timeline Group MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 42,122 $3.85M 0.76% +24,822 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 42,120 $3.85M 0.05% +34,934 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 41,949 $3.83M 0.04% new 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 41,284 $3.77M 1.49% -1,168 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 40,624 $3.71M 0.02% -765 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 40,258 $3.68M 0.31% +6,945 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 40,039 $3.66M 0.08% -1,297 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 40,169 $3.66M 0.02% -992 13F-HR Timeline Group Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 39,919 $3.65M 1.29% +292 13F-HR Timeline BlueStem Wealth Partners, LLC More: the full row for BlueStem Wealth Partners, LLC 39,718 $3.63M 0.4% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 40,741 $3.62M 0.19% +6,674 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 39,182 $3.58M 0.09% +1,827 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 39,062 $3.57M +4,614 Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 37,209 $3.4M 0.33% -2,685 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 37,163 $3.4M 0.02% -7,291 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 36,921 $3.37M 0.02% -1,090 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 36,718 $3.35M 0.03% +2,414 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 34,047 $3.11M 0.88% -755 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 33,665 $3.08M 1.46% +12,068 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 33,362 $3.05M 0.42% -1,029 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 32,433 $2.96M 0.06% +3,876 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 37,994 $2.96M 1.87% +620 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 31,297 $2.86M 0.01% +22,092 13F-HR Timeline Group Brickley Wealth Management More: the full row for Brickley Wealth Management 31,271 $2.86M 0.49% +269 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 31,237 $2.85M 1.49% -474 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 30,184 $2.76M 2.67% -713 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 30,144 $2.75M 0.74% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 29,315 $2.68M 0.03% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 29,096 $2.62M +19,935 Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 28,604 $2.61M 0.06% +999 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,082 $2.57M 0.04% +4,059 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 27,863 $2.55M 0.02% -704 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 27,842 $2.54M 1% -15,630 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 27,687 $2.53M <0.01% +1,486 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 27,049 $2.47M 0.02% -77 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 26,082 $2.38M 0.16% +575 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 25,814 $2.36M 1.2% +2,430 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 25,802 $2.36M 0.49% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 25,452 $2.33M 0.08% +34 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,310 $2.31M 0.01% +4,958 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 25,225 $2.3M 0.1% +523 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 24,903 $2.28M 0.04% -1,126 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,187 $2.12M 0.01% +1,596 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 23,144 $2.11M 0.08% +12,236 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 22,835 $2.09M 0.04% +1,505 13F-HR Timeline Group CGN Advisors LLC More: the full row for CGN Advisors LLC 22,706 $2.07M 0.16% +661 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 22,541 $2.06M 0.1% -150 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 22,482 $2.05M 1.03% -294 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 21,494 $1.96M 0.81% -302 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 21,221 $1.94M 0.01% -708 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 21,131 $1.93M <0.01% -315 13F-HR Timeline Group BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 20,806 $1.9M 0.49% -15 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 20,006 $1.83M 0.19% -875 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 20,000 $1.83M 0.1% -550 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 19,815 $1.81M 0.07% -297 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 19,516 $1.78M 0.24% +113 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 18,654 $1.7M 0.02% +1,164 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 17,959 $1.64M 0.26% -72 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,805 $1.63M 0.03% +38 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 17,677 $1.62M 0.01% -7 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 17,576 $1.61M 0.27% -333 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 17,466 $1.6M <0.01% -423 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,436 $1.59M 0.01% -1,473 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,171 $1.57M 0.05% -12,919 13F-HR Timeline Group Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 16,616 $1.52M 0.2% +406 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 16,594 $1.52M 0.35% -675 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 16,574 $1.51M 0.1% -7,013 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 16,436 $1.5M 0.94% -1,052 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 16,069 $1.5M 0.09% -127 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 15,759 $1.44M 0.85% 0 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 15,686 $1.43M 0.43% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15,236 $1.39M 0.16% +377 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,151 $1.38M 0.02% -1,247 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 15,134 $1.38M 0.36% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 14,894 $1.36M 0.24% -173 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,893 $1.36M 0.03% -1,912 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,859 $1.36M <0.01% +1,288 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 14,852 $1.36M 0.04% -618 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 14,724 $1.34M <0.01% -1,571 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 14,604 $1.33M 0.2% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,386 $1.31M 0.02% -216 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,380 $1.31M 0.1% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 14,338 $1.31M 0.12% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,264 $1.3M 0.04% +123 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 14,135 $1.29M 0.19% -8 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,006 $1.28M 0.01% -2,090 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,719 $1.25M 0.01% +1,542 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 13,565 $1.24M 0.03% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 13,549 $1.24M 0.05% +163 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,504 $1.23M 0.02% +2,962 13F-HR Timeline Elevation Capital Advisory, LLC More: the full row for Elevation Capital Advisory, LLC 13,430 $1.23M 0.52% -8,591 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 12,927 $1.18M 0.18% -19 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 12,777 $1.17M <0.01% +126 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 12,751 $1.17M 0.09% +828 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 12,525 $1.14M 0.04% +2,104 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,513 $1.14M 0.02% -537 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 12,461 $1.14M <0.01% -659 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 13,106 $1.13M 0.01% -864 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 12,356 $1.13M 0.02% -470 13F-HR Timeline Group PCA Investment Advisory Services Inc. More: the full row for PCA Investment Advisory Services Inc. 12,208 $1.12M 0.37% +74 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 12,146 $1.11M 0.2% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 11,950 $1.09M 0.13% -200 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 11,830 $1.08M 0.13% +6,370 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,521 $1.05M 0.02% 0 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 11,213 $1.02M 0.41% -179 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,982 $1M 0.1% 0 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 10,991 $997K 0.9% +18 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,916 $994K 0.03% new 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 10,846 $991K 0.05% -729 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 10,607 $990K 0.07% 0 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 10,799 $987K 0.09% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,797 $986K -418 Timeline PFG Advisors More: the full row for PFG Advisors 10,765 $984K 0.05% +461 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 10,556 $965K 0.33% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10,529 $962K 0.08% +861 13F-HR Timeline Group