FMR LLC in group FMR LLC More: the full row for FMR LLC 4,088,134 $604M 0.03% -6,718 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,991,007 $590M 0.03% -49,737 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,517,335 $520M 0.09% +79,608 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/ 2,383,455 $352M 0.02% -19,113 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,274,030 $336M +40,679 Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,948,343 $288M -301,933 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,391,097 $206M 0.1% +40,759 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,132,668 $167M 0.93% +41,476 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 867,638 $128M 0.03% -55,126 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 768,548 $114M 0.03% -3,665 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 768,428 $114M 1.12% -56,918 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 674,681 $99.7M 0.01% +2,453 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 635,321 $93.9M 0.05% -3,939 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 609,138 $90M 0.16% -16,192 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 605,746 $89.6M 0.02% +6,002 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 545,411 $80.6M 0.01% -13,085 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 449,626 $66.2M <0.01% +11,450 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 415,471 $61.3M 0.02% +2,684 13F-HR Timeline Group 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 402,922 $59.5M 0.01% -4,895 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 334,351 $49.4M 0.07% -7,012 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 332,590 $49.1M 0.19% +7,475 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 330,985 $48.9M 0.05% -49,244 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 329,371 $48.7M 2.51% -5,812 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 278,506 $41.1M 1.93% -8,167 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 269,482 $39.8M 0.55% +495 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 263,973 $39M 0.87% -19,567 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 263,246 $38.9M 0.05% -2,755 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 262,650 $38.8M 0.14% +86,055 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 250,706 $37M 1.7% -1,552 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 265,442 $35.2M 0.58% 0 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 232,221 $34.3M 1.91% -2,219 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 227,786 $33.7M 1.68% +3,566 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 215,877 $31.9M 0.05% -8,316 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 209,578 $31M 0.04% -11,404 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 209,429 $30.9M 0.04% -26,829 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 182,126 $26.9M -5,843 Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 180,776 $26.7M 0.02% -19,668 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 173,265 $25.6M 0.08% -5,977 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 171,395 $25.3M 0.03% -2,840 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 162,264 $24M 0.01% -2,352 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 157,712 $23.3M 0.43% -4,852 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 156,530 $23.1M 6.29% +2,645 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 138,688 $20.5M 0.11% -50 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 137,085 $20.3M -535 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 124,686 $18.4M 0.02% +16,272 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 118,338 $17.5M 1.06% -492 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 115,387 $17M 0.02% +8,917 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 110,998 $16.4M 1.65% +371 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 108,310 $16M 0.35% -59 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 105,579 $15.6M 0.12% +3,379 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 105,531 $15.6M 0.01% +2,231 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 104,147 $15.4M 0.08% -345 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 102,697 $15.2M -3,718 Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 101,841 $15M 0.55% -604 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 101,400 $15M 0.03% +17,089 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 100,500 $14.8M 0.01% -192 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,427 $14.8M 0.01% -49,573 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 96,183 $14.2M 0.27% -966 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 94,530 $14M 0.02% -8,288 13F-HR/A Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 94,459 $13.9M 1.14% -2,030 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 93,660 $13.8M 1.57% -1,299 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 92,908 $13.7M 4.18% +1,732 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 92,002 $13.6M 0.02% +1,518 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 91,589 $13.5M 0.48% -1,748 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 91,079 $13.5M 0.01% +2,559 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 88,947 $13.1M 1.92% -545 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 88,462 $13.1M 0.04% +59,686 13F-HR Timeline Group PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 85,851 $12.7M 2.72% +3,008 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 84,376 $12.5M 1.89% -747 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 80,133 $11.8M 0.57% -550 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 79,854 $11.8M 0.19% -126 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 79,163 $11.7M 0.03% -6,321 13F-HR/A Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 77,483 $11.4M 1.37% +1,008 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 72,677 $10.7M 2.86% -9,010 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 71,459 $10.6M 0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 70,984 $10.5M 0.06% -7,386 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 66,399 $9.82M 0.01% -1,113 13F-HR Timeline Group Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 66,323 $9.8M 2.54% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 63,636 $9.4M 0.01% +737 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 62,340 $9.21M 2.35% +992 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 61,225 $9.04M 1.45% -1,554 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 59,313 $8.76M 0.06% +2,330 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 58,676 $8.67M <0.01% +6,388 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 58,149 $8.59M 1.71% -351 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 57,928 $8.56M 3.34% -1,065 13F-HR Timeline InvesTrust More: the full row for InvesTrust 57,033 $8.43M 3.24% -2,600 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 56,830 $8.4M 4.97% +3,401 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 56,189 $8.3M 0.1% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 55,498 $8.2M 0.09% -1,227 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 54,925 $8.11M 1.38% -1,846 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 54,654 $8.07M 0.35% -748 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 54,289 $8.02M 0.01% +105 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 54,179 $8M 0.12% -2,218 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 52,980 $7.83M 0.56% -216 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52,727 $7.79M 0.14% -1,555 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 51,806 $7.65M 0.91% +3,755 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 50,093 $7.4M 3.09% -350 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 49,771 $7.35M 0.14% +28,008 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 48,669 $7.19M 0.19% -135 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 48,312 $7.14M 1.73% +636 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 47,962 $7.09M 0.07% -671 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 47,249 $6.98M 0.63% -1,023 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46,850 $6.92M 0.35% +306 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 46,490 $6.87M 1.46% -772 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 44,725 $6.61M 0.42% -6,045 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 44,703 $6.6M 0.02% -3,787 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 44,390 $6.56M 0.23% 0 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 44,290 $6.54M 4% -113 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 43,367 $6.41M 0.65% +1,462 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 42,872 $6.33M 0.15% -124 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 42,573 $6.29M 1.84% +2,840 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 69,201 $6.14M 0.01% +2,927 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,933 $6.05M 0.01% -683 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 40,491 $5.98M 0.03% -142 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 39,808 $5.88M <0.01% -2,933 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 39,374 $5.82M 2.06% -2,371 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 38,397 $5.67M 1.39% -882 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 38,447 $5.63M 0.88% -1,776 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 37,302 $5.51M 1.31% -1,528 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 37,140 $5.49M +876 Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 36,185 $5.35M 0.22% +897 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 36,061 $5.33M 0.15% +754 13F-HR Timeline Group Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 34,712 $5.13M 0.07% -1,111 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 34,192 $5.05M 0.01% -3,749 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 34,147 $5.04M 0.02% +18,268 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 33,379 $4.93M 0.37% -768 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 32,843 $4.85M 0.53% -583 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 32,465 $4.76M 0.32% -460 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 32,195 $4.76M 3.01% -66 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 32,160 $4.75M 1.35% -50 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 32,125 $4.75M 0.27% +1,658 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 31,895 $4.71M 2.62% +351 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,680 $4.68M 0.02% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 30,928 $4.57M 0.02% +1,547 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,008 $4.43M 0.05% +62 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 29,619 $4.38M 0.05% -276 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 29,472 $4.35M 0.19% -1,650 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,358 $4.34M 0.02% -322 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 29,297 $4.33M 1.83% -3,068 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 29,283 $4.33M 0.72% +1,616 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 29,015 $4.29M 0.02% -6,229 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 28,497 $4.21M 0.44% -207 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 28,055 $4.14M 0.02% +5,030 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 28,042 $4.14M 0.93% +6,682 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 28,034 $4.14M 0.78% -628 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 27,894 $4.12M 2.76% -218 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 27,297 $4.03M 0.09% -3 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,288 $4.03M 0.02% -666 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 27,433 $4M 0.1% +240 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,966 $3.98M 0.08% -287 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 27,127 $3.96M 0.07% -44 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 26,376 $3.9M 1.21% -1,228 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 28,654 $3.83M 0.13% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 25,748 $3.8M 2.52% -225 13F-HR Timeline ANB BANK More: the full row for ANB BANK 25,735 $3.8M 1.42% -299 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,622 $3.79M 0.06% -6 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 24,617 $3.64M 2.22% -425 13F-HR Timeline Leeward Investments, LLC - MA More: the full row for Leeward Investments, LLC - MA 24,062 $3.55M 0.16% +21,370 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 23,989 $3.54M 0.04% -41 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 23,372 $3.45M 0.79% -283 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 23,013 $3.4M 0.11% -510 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 22,890 $3.38M 1.69% +1,500 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 22,452 $3.32M 0.42% -777 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 21,924 $3.24M 0.03% +1,523 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 21,517 $3.18M 0.06% +4,318 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 21,052 $3.11M 0.13% +3,491 13F-HR Timeline Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 20,918 $3.09M 2.53% -241 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 20,716 $3.06M <0.01% +4,719 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 20,453 $3.02M 0.05% +16,783 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 20,372 $3.01M 0.01% -7,228 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 20,202 $2.99M 0.63% -29 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 20,061 $2.96M 0.01% -1,151 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 19,840 $2.93M 0.01% +340 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,822 $2.93M 0.03% +217 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 19,744 $2.92M 0.08% -187 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,695 $2.91M <0.01% +1,623 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,497 $2.88M 0.03% +83 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 19,473 $2.86M 1.23% +14,127 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 19,346 $2.86M 0.62% -2,429 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 19,233 $2.84M 1.36% +197 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 19,042 $2.81M 0.18% +694 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 18,973 $2.8M 0.3% -200 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 18,904 $2.79M 1.01% -87 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,879 $2.79M 0.02% +453 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,515 $2.74M 0.02% +3,448 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 18,422 $2.72M 0.03% -1,945 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 18,366 $2.71M 0.56% -309 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 18,261 $2.7M 0.31% -957 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 18,071 $2.67M 0.16% -1,283 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 17,992 $2.66M 0.76% +1,564 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 17,965 $2.65M -7,846 Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,720 $2.62M 0.59% +425 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 17,288 $2.55M 0.49% 0 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 17,145 $2.53M 0.32% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 16,862 $2.49M 0.66% +1,077 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 16,693 $2.47M 0.24% -2,025 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 16,610 $2.45M 0.45% -139 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 16,587 $2.45M 0.14% +1,677 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 16,521 $2.44M 0.04% -818 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 16,382 $2.42M 0.69% -1,179 13F-HR Timeline