MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,276,751 $529M 0.03% +139,616 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,695,938 $457M 0.1% -24,581 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,545,752 $438M 0.02% +329,830 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/ 2,392,099 $296M 0.02% +19,672 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,043,734 $253M 0.05% -48,638 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,953,792 $241M -112,809 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,299,637 $161M 0.1% -116,081 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 954,981 $118M 0.83% +32,385 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 849,192 $105M 0.04% -27,761 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 832,656 $103M 0.03% -88,677 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 831,931 $103M 1.29% +90,152 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 800,652 $98.9M 0.03% -16,803 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 720,171 $89M 0.01% +6,701 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 693,811 $85.7M 0.17% +21,446 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 626,380 $77.4M 0.06% +35,310 13F-HR Timeline Group MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 599,218 $74.1M 4.09% +13,041 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 587,565 $72.6M 0.01% +44,686 13F-HR/A 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 479,986 $59.3M 0.01% +69,696 13F-HR Timeline Group Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 470,118 $58.1M 3.95% +11,094 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 452,939 $56M 3.42% -139,260 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 451,897 $55.8M 2.98% +6,756 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 422,787 $52.2M <0.01% -6,317 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 398,083 $49.2M 0.06% -40,099 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 334,571 $41.3M 0.07% -6,523 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 332,483 $41.1M 0.29% +2,232 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 320,576 $39.6M 0.7% -2,262 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 317,319 $39.2M 0.64% -4,420 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 308,340 $38.1M 0.05% -25,490 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 270,766 $33.5M 0.13% +17,457 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 261,290 $32.3M 0.18% -3,770 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 239,173 $29.6M 1.79% +1,491 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 232,672 $28.8M 0.04% -4,213 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 224,837 $27.8M 0.02% -10,159 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 222,738 $27.5M 0.05% -8,376 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 219,531 $27.1M 0.02% +38,471 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 217,678 $26.9M 1.63% +6,519 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 215,311 $26.6M 0.06% +968 13F-HR/A Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 212,409 $26.3M 0.51% -2,775 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 187,734 $23.2M 0.09% -2,966 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 175,238 $21.7M 0.01% +7,726 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 170,061 $21M 0.03% -1,658 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 165,136 $20.4M 1.71% +448 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 151,737 $18.8M 0.1% -39,150 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 146,424 $18.1M 6.05% +6,634 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 138,108 $17.1M 2.97% +15,025 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 127,843 $15.8M +4,173 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 121,623 $15M 0.03% -49,283 13F-HR/A Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 120,569 $14.9M 1.16% -671 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 115,234 $14.2M 0.55% -3,362 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 113,949 $14.1M 0.02% -4,051 13F-HR/A Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 113,178 $14M 1.73% -7,189 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 112,117 $13.9M 0.45% -1,918 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 111,954 $13.8M 1.75% -7,950 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 107,447 $13.8M 0.02% +3,871 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 105,218 $13.4M 1.32% -3,163 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 107,290 $13.3M -6,822 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106,454 $13.2M 0.1% -1,538 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 106,052 $13.1M 0.58% -502 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 103,037 $12.7M 0.01% -6,090 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 100,569 $12.4M -5,686 Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 100,561 $12.4M 1.7% +5,200 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 99,828 $12.3M 0.15% +5,187 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 99,789 $12.3M <0.01% +26,356 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 99,571 $12.3M 0.31% +9,483 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 96,826 $12M 0.05% -1,135 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 93,303 $11.5M 0.04% -10,667 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 92,024 $11.4M 1.69% -26,807 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 91,636 $11.3M 2.2% -1,398 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 89,449 $11.1M 1.93% -829 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 85,283 $10.5M 0.03% +7,831 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 83,459 $10.3M 3.72% +2,845 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 80,724 $9.98M 0.02% -84,160 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 79,050 $9.77M 0.67% -465 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 77,532 $9.58M 0.27% +43,496 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 73,139 $9.05M 0.01% -3,914 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 72,700 $8.98M 0.01% +63,400 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 72,411 $8.95M 0.06% +18,491 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 72,186 $8.92M 0.2% -40 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 71,539 $8.84M 0.01% +2,333 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 69,559 $8.6M 0.03% -1,684 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 67,183 $8.3M 4.27% -4,417 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 63,748 $7.88M 0.02% +3,590 13F-HR Timeline InvesTrust More: the full row for InvesTrust 59,640 $7.37M 2.84% -2,100 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 59,110 $7.3M 1.5% +866 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 56,566 $6.99M 2.4% +2,480 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 56,308 $6.96M 0.15% +4,919 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 56,207 $6.95M 0.82% -2,107 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 51,651 $6.38M 0.06% -1,091 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 51,342 $6.34M 0.18% -9,413 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 50,205 $6.2M 3.41% +2,820 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 50,072 $6.19M 0.01% +6,125 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 49,185 $6.08M 0.44% +2,128 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 48,804 $6.03M 0.19% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 48,611 $6.01M 4.18% +9,711 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 46,281 $5.72M 0.55% +13,075 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 46,096 $5.7M 3.87% +3,022 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 45,068 $5.57M 0.19% +2,661 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 44,390 $5.49M 0.2% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 44,308 $5.48M 0.01% +17,996 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 43,974 $5.43M 0.11% +6,444 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 43,796 $5.41M 1.54% +304 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 43,603 $5.39M 0.01% +5,158 13F-HR/A Timeline Group DDFG, Inc More: the full row for DDFG, Inc 43,155 $5.33M 1.34% +2,014 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 42,981 $5.31M 0.34% +893 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 42,965 $5.31M 1.25% +35,064 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 42,577 $5.26M 0.26% +2,686 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 42,078 $5.2M 1.86% +2,602 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 41,451 $5.12M 0.01% -781 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 41,160 $5.09M 1.99% -113 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 40,784 $5.04M 0.01% -71 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 40,217 $4.97M 1.38% -2,844 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 41,474 $4.97M 1.06% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 39,871 $4.93M 0.63% +1,776 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 39,809 $4.92M 0.05% -384 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 39,464 $4.88M 1.33% -21 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 39,452 $4.88M 0.27% -299 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 39,180 $4.84M 0.56% +1,087 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 37,427 $4.63M 0.26% -50 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 37,694 $4.5M 0.24% +1,644 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 36,352 $4.49M 0.1% -8,070 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 35,960 $4.44M 0.43% -460 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 35,868 $4.43M 0.02% -5,125 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 35,507 $4.39M 0.6% -672 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 34,849 $4.31M 0.24% +360 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 33,321 $4.26M 0.11% -1,374 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 34,087 $4.21M 0.11% -32 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 33,424 $4.13M 0.34% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 33,402 $4.13M 2.97% -212 13F-HR/A Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 32,958 $4.07M 0.47% -2,590 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 32,801 $4.05M 0.9% +29,243 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 37,748 $3.98M 0.19% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 32,113 $3.97M 1.35% -1,845 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 31,963 $3.95M 0.15% +971 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,647 $3.91M 0.03% -3,164 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 31,517 $3.89M 0.05% 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 31,123 $3.88M 1.87% -1,360 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 30,854 $3.81M 0.81% -532 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 30,519 $3.77M 0.05% +28 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 29,457 $3.64M 0.45% -376 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 29,197 $3.61M 3.09% -1,650 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 29,160 $3.6M -3,072 Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 29,122 $3.6M 1.81% +27,343 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 29,029 $3.59M 1.38% -1,247 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 28,993 $3.58M 2.89% -8,552 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 28,895 $3.57M 0.03% -72,818 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 28,857 $3.57M 0.03% +7,382 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 28,854 $3.57M 0.01% -1,399 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 28,715 $3.55M 0.13% -1,838 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 28,553 $3.53M +5,413 Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 27,999 $3.46M 0.1% -115 13F-HR Timeline ANB BANK More: the full row for ANB BANK 27,640 $3.42M 1.53% -6,831 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 27,635 $3.42M 2.56% -331 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 27,555 $3.41M 0.46% -455 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 27,472 $3.39M 0.08% +1,644 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 27,110 $3.35M 1.05% +380 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 26,423 $3.27M 0.89% -2,220 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 25,942 $3.21M 0.11% -648 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,450 $3.15M 0.02% -185 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 25,308 $3.13M 0.27% +2,654 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 25,040 $3.09M 0.05% -1,332 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 23,897 $2.95M 0.28% -80 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 23,745 $2.93M 0.23% +1,799 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 23,319 $2.88M 0.83% -37 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,567 $2.79M 0.02% -2,940 13F-HR Timeline Group JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 22,533 $2.78M 0.6% -39,108 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 22,428 $2.77M <0.01% -450 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 22,275 $2.75M 1.97% +21,204 13F-HR Timeline Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 46,278 $2.74M 2.43% new 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 21,706 $2.68M 0.23% +2,908 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 21,662 $2.68M 0.04% -88 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,260 $2.5M 0.08% +3,907 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,063 $2.48M 0.03% -68 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 20,045 $2.48M 0.64% +22 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 19,978 $2.47M 0.26% -66 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 19,895 $2.46M 0.14% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 19,819 $2.45M 0.09% -44 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,708 $2.44M 0.03% -643 13F-HR Timeline Group Future Fund LLC More: the full row for Future Fund LLC 19,662 $2.43M 1.08% new 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 19,024 $2.35M <0.01% -14,949 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 19,015 $2.35M 0.01% 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 18,926 $2.34M 0.96% +385 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 18,900 $2.34M 1.69% -13,800 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 18,734 $2.32M 0.56% -900 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 18,682 $2.31M 0.51% +2,507 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 18,618 $2.3M 0.78% -3,978 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 18,593 $2.3M 0.58% -134,153 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 18,572 $2.3M 0.48% -3,742 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 17,838 $2.27M 0.69% +4,764 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 18,335 $2.27M 0.71% -1,454 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 18,314 $2.26M 1.72% +1,066 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 18,293 $2.26M 0.59% -226 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. 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