BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 8,849,172 $452M 0.03% +49,559 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 6,065,125 $310M 0.02% +380,152 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,021,597 $257M 0.03% +408,643 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 4,573,821 $234M 0.07% -31,407 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,222,843 $165M 0.03% +146,583 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,077,751 $157M 1.38% +607,046 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,980,175 $152M 0.04% -228,921 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,928,681 $150M <0.01% +186,168 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,757,420 $141M 2.23% +102,353 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,367,268 $121M 0.02% -141,529 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,991,221 $102M 0.02% -750,995 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,983,792 $101M 0.06% +90,983 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,975,119 $101M 0.02% +14,171 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,839,990 $94M 0.2% +12,153 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,614,802 $82.5M 1.23% +399,436 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,488,338 $76M -499,811 Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,380,504 $70.5M 0.38% +23,783 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,194,638 $61M <0.01% -279,921 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,185,018 $60.5M 0.02% +60,679 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 1,159,242 $59.2M 6.14% +311,232 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 1,132,260 $57.8M 0.07% -88,884 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 1,089,966 $55.7M 3.34% +796,483 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,031,911 $52.7M 0.07% -22,389 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 956,296 $48.9M 0.28% +801,469 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 950,297 $48.5M 3.15% +282,200 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 890,506 $45.5M 0.06% +49,164 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 849,051 $43.4M 0.06% -529,334 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 786,383 $40.2M 0.07% +12,803 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 780,000 $39.9M 0.76% 0 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 766,815 $39.1M 2.25% -72,488 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 745,104 $38.1M 13.19% -18,967 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 707,462 $36.1M 6.67% +626,378 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 624,333 $31.9M 3.07% +119,377 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 607,095 $31M 0.12% -19,181 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 596,689 $30.5M 3.83% +94,952 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 561,528 $28.7M 0.03% -21,094 13F-HR Timeline MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 560,175 $28.6M 4.41% +89,766 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 557,715 $28.5M 4.57% +52,953 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 551,683 $28.2M 0.78% +37,322 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 541,057 $27.6M 0.08% +18,081 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 509,191 $26M 3.66% +33,618 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 506,209 $25.9M 4.52% +142,858 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 494,284 $25.3M 1.56% +33,567 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 458,988 $23.4M 0.03% +117,576 13F-HR Timeline Group Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 458,406 $23.4M 2.07% -42,579 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 439,420 $22.4M 8.73% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 432,756 $22.1M 2.02% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 422,301 $21.6M 0.06% -134,143 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 413,176 $21.1M 0.24% -16,514 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 409,490 $20.9M 0.03% +3,957 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 405,797 $20.7M -8,646 Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 386,179 $19.7M 2.39% +39,303 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 383,835 $19.6M <0.01% -39,942 13F-HR Timeline Group Ocean Park Asset Management, LLC More: the full row for Ocean Park Asset Management, LLC 374,000 $19.1M 0.79% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 372,700 $19M 0.46% -19,022 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 371,276 $19M 0.07% +1,180 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 337,512 $17.2M 0.05% -5,527 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 332,715 $17M 0.48% -65,193 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 320,042 $16.3M 0.46% -24,930 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 316,728 $16.2M 1.95% +264,466 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 314,543 $16.1M 0.12% -1,404 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 311,007 $15.9M 0.03% -66,045 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 309,246 $15.8M 0.02% +5,406 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 305,551 $15.6M 0.02% -161,780 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 301,231 $15.4M 0.01% -76,064 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 276,921 $14.1M 0.29% -199 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 272,062 $13.9M 3.09% +45,118 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 245,908 $12.6M 0.09% -2,508 13F-HR Timeline Group Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 246,710 $12.6M 6.19% +51,392 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 244,336 $12.5M -6,014 Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 241,439 $12.3M 0.01% +169,355 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 240,024 $12.3M 0.39% -2,968 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 234,114 $12M 3.49% +6,958 13F-HR Timeline Ifrah Financial Services, Inc. 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More: the full row for Turning Point Benefit Group, Inc. 178,420 $9.08M 5.48% +76,389 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 177,059 $9.05M 0.55% +30,138 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 176,076 $8.99M 2.8% +37,783 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 176,707 $8.99M 4.75% +7,829 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 174,670 $8.92M 5.12% +7,185 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 173,433 $8.86M 5.13% +24,940 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 172,615 $8.82M 2% +27,240 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 169,523 $8.66M 2.39% +2,259 13F-HR Timeline Orange Investment Advisors, Inc. 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More: the full row for WESCAP Management Group, Inc. 155,271 $7.93M 1.67% -56 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 154,849 $7.91M 2.75% +4,555 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 154,362 $7.89M 0.54% new 13F-HR/A Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 153,039 $7.82M 0.85% -14,661 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 148,423 $7.58M 2.22% +3,014 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 148,971 $7.58M 1.68% -10,302 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 147,249 $7.52M 0.43% -5,053 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 144,586 $7.39M 0.01% -1,898 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 142,209 $7.26M 0.56% +17,703 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 141,439 $7.23M 0.14% +30,499 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 141,322 $7.22M 1.04% -1,300 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 141,153 $7.21M <0.01% +7,388 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 140,565 $7.18M 0.09% -6,642 13F-HR Timeline Group Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 140,385 $7.15M 2.47% +3,994 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 136,620 $6.98M 2.9% +786 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 136,390 $6.97M 0.82% +112,686 13F-HR Timeline Probity Advisors, Inc. 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More: the full row for Hilltop Holdings Inc. 124,221 $6.35M 0.34% -14,154 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 122,798 $6.27M 0.07% +5,694 13F-HR Timeline Group Weaver Consulting Group More: the full row for Weaver Consulting Group 122,724 $6.27M 1.6% -6,884 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 122,223 $6.24M 0.01% -543 13F-HR Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 121,069 $6.18M 1.72% +254 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 115,721 $5.91M 1.78% -119 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 114,908 $5.87M <0.01% -85 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 113,720 $5.81M 0.07% +333 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 112,620 $5.75M 0.08% +23,188 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 112,557 $5.75M 0.01% +80,737 13F-HR Timeline Group JT Stratford LLC More: the full row for JT Stratford LLC 111,833 $5.71M 0.77% -17,701 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 110,707 $5.66M 1.36% +3,471 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 109,627 $5.6M 1.46% +12,479 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 109,374 $5.59M 0.24% -26,823 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 108,855 $5.56M 0.3% -14,671 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 108,247 $5.53M 0.01% +39,874 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 107,261 $5.48M 0.05% -3,066 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 106,893 $5.46M 0.22% +1,572 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 106,051 $5.42M 0.04% -87,639 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 105,101 $5.37M 0.11% +13,588 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 102,568 $5.24M 0.47% +50,664 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 99,650 $5.09M 4.76% +33,958 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 99,257 $5.07M 0.03% +8,779 13F-HR/A Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 95,372 $4.87M 1.4% +13,247 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 94,765 $4.84M 0.01% -11,664 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 93,886 $4.8M 1.2% -91 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 93,658 $4.78M 0.01% -17,644 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 93,574 $4.78M 0.31% +2,654 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 92,409 $4.72M 3.27% +354 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 91,990 $4.7M 0.24% -2,950 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 88,981 $4.55M 0.12% +16,211 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 84,031 $4.29M 0.33% +70,144 13F-HR Timeline KW WEALTH MANAGEMENT LLC More: the full row for KW WEALTH MANAGEMENT LLC 83,959 $4.29M 7.31% 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 82,835 $4.23M 0.06% -20,718 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 82,764 $4.23M 0.75% -2,451 13F-HR Timeline Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 81,835 $4.16M 1.69% +1,168 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 79,920 $4.08M 1.73% +11,380 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 79,130 $4.04M 2.75% +1,964 13F-HR Timeline Canal Insurance CO More: the full row for Canal Insurance CO 78,000 $3.98M 0.85% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 77,855 $3.98M 0.01% -3,127 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 77,719 $3.97M 2.08% +1,832 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 74,738 $3.82M 0.45% -81 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 73,550 $3.76M 0.21% -3,520 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 72,315 $3.69M 0.26% -17,151 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 71,717 $3.66M 0.04% +9,994 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 70,914 $3.62M 0.08% +4,592 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 70,142 $3.58M 0.01% -58,612 13F-HR Timeline Group STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 69,590 $3.56M <0.01% +56,143 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 69,436 $3.55M <0.01% +11,946 13F-HR Timeline Group WEALTH MANAGEMENT RESOURCES, INC. More: the full row for WEALTH MANAGEMENT RESOURCES, INC. 69,325 $3.54M 1.15% +1,466 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 68,848 $3.52M 0.02% -1,402 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 67,213 $3.43M 0.05% +11,575 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 66,801 $3.41M 0.05% +4,887 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 65,866 $3.36M 0.23% -395 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 65,403 $3.34M 1.21% -8,350 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 63,557 $3.25M 0.02% -6,818 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 63,333 $3.24M 0.11% -18,697 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 63,011 $3.22M 0.53% +1,453 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 62,321 $3.18M 0.28% +7,622 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 62,063 $3.17M 1.72% new 13F-HR/A Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 61,497 $3.14M 2.78% -3,330 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 60,384 $3.08M <0.01% -4,305 13F-HR Timeline Group Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 59,913 $3.06M 1.08% +19,725 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 59,767 $3.05M 0.25% +6,228 13F-HR Timeline Group Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 59,761 $3.05M 0.54% +6,371 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 59,697 $3.05M 3.23% +795 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 57,541 $2.94M 0.03% -181,553 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 56,573 $2.89M 0.07% -5,559 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 56,160 $2.87M 0.88% -8,199 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 55,892 $2.86M 1.97% -2,078 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 54,580 $2.79M 0.27% -3,027 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 53,883 $2.75M 0.03% -841 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 53,620 $2.74M 0.18% +3,854 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 53,600 $2.74M 0.77% +13,261 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 53,323 $2.72M 2.02% +476 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 53,264 $2.72M 0.05% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 53,221 $2.72M 0.11% -6,183 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 53,068 $2.71M 0.07% +6,045 13F-HR Timeline