MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,028,085 $523M 0.03% -248,666 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,639,809 $472M 0.1% -56,129 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,546,065 $460M 0.02% +313 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/ 2,369,913 $307M 0.02% -22,186 13F-HR/A Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 2,154,324 $279M 0.05% +110,590 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,035,427 $264M +81,635 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,318,428 $171M 0.1% +18,791 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,008,272 $131M 0.84% +53,291 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 867,189 $112M 0.04% +17,997 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 834,862 $108M 1.26% +2,931 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 814,297 $106M 0.02% -18,359 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 788,433 $102M 0.03% -12,219 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 675,643 $87.6M 0.01% -44,528 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 675,546 $87.6M 0.17% -18,265 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 627,688 $81.4M 0.05% +1,308 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 545,846 $70.8M 0.01% -41,719 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 458,344 $59.5M 2.97% +6,447 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 429,149 $55.7M <0.01% +6,362 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 420,869 $54.6M 0.01% -59,117 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 415,820 $53.9M 0.06% +17,737 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 347,995 $45.1M 0.07% +13,424 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 345,877 $44.9M 2.6% -107,062 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 337,138 $43.7M 2.71% -132,980 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 335,729 $43.6M 2.33% -263,489 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 326,541 $42.4M 0.27% -5,942 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 313,135 $40.6M 0.61% -4,184 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 308,929 $40.1M 0.97% -11,647 13F-HR/A Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 268,329 $34.8M 0.13% -2,437 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 265,512 $34.4M 0.18% +4,222 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 262,453 $34M 0.04% -45,887 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 254,210 $33M 0.02% +34,679 13F-HR Timeline Group Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 251,191 $32.6M 8.05% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 241,011 $31.3M 1.79% +1,838 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 228,971 $29.7M 0.05% +6,233 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 228,641 $29.7M 0.04% -4,031 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 227,266 $29.5M 1.62% +9,588 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 221,696 $28.8M 0.02% -3,141 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 216,334 $28.1M 0.05% +1,023 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 215,044 $27.9M 0.57% +210,396 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 192,427 $25M 0.45% -19,982 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 183,438 $23.8M 0.08% -4,296 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 174,491 $22.6M 0.01% -747 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 168,714 $21.9M 0.03% -1,347 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 164,688 $21.4M 1.67% -448 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 157,393 $20.4M 0.08% +5,656 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 147,868 $19.2M 6.05% +1,444 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 131,609 $17.1M 0.33% new 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 124,976 $16.2M -2,867 Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 120,160 $15.6M 1.13% -409 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 113,040 $14.7M 1.66% -138 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 112,118 $14.5M 0.46% +1 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 110,435 $14.3M 0.02% -3,514 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 107,649 $14M 0.02% -13,974 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 106,337 $13.8M 0.08% -117 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 106,100 $13.8M -1,190 Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 105,963 $13.7M 0.52% -9,271 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 104,948 $13.6M 0.57% -1,104 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 103,201 $13.5M 1.22% -2,017 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 104,196 $13.5M 1.66% -7,758 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 104,030 $13.5M 0.02% -3,417 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 103,690 $13.5M 0.02% +32,151 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 103,452 $13.4M 1.71% +2,891 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 100,540 $13M 0.1% +712 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,000 $13M 0.01% +27,300 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 99,657 $12.9M 0.01% -3,380 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 99,223 $12.9M -1,346 Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 98,789 $12.8M 0.3% -782 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 95,894 $12.4M 0.01% +15,170 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 94,929 $12.3M 0.05% -1,897 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 92,304 $12M 1.7% +280 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 91,532 $11.9M 0.03% -1,771 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 89,220 $11.6M 1.89% -229 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 88,259 $11.4M 2.07% -3,377 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 87,455 $11.3M 0.03% +2,172 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 87,381 $11.3M 3.81% +3,922 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 79,630 $10.3M 0.64% +580 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 78,062 $10.1M 0.07% +49,167 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 77,992 $10.1M 0.07% +5,581 13F-HR/A Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 72,186 $9.36M 0.19% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 71,107 $9.23M 0.01% -2,032 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 64,959 $8.43M 4.11% -2,224 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 60,822 $7.89M 0.02% -2,926 13F-HR Timeline InvesTrust More: the full row for InvesTrust 59,633 $7.74M 2.83% -7 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 59,111 $7.67M 1.43% +1 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 58,664 $7.61M 0.15% +2,356 13F-HR/A Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 58,256 $7.56M 2.35% +1,690 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 57,604 $7.47M 0.03% -11,955 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 56,084 $7.28M 1.68% +12,929 13F-HR Timeline Leeward Investments, LLC - MA More: the full row for Leeward Investments, LLC - MA 54,196 $7.03M 0.36% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 53,031 $6.88M 0.75% -3,176 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 52,577 $6.82M 0.18% -24,955 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 52,192 $6.77M 0.45% +3,007 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 51,304 $6.66M 0.06% -347 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 51,282 $6.65M 3.29% +1,077 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 50,954 $6.61M 0.59% +4,673 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 50,196 $6.51M 0.11% +37,359 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 49,700 $6.45M 0.17% -1,642 13F-HR Timeline Group Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 49,113 $6.37M 4.07% +502 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 48,972 $6.35M 0.37% +5,991 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 48,804 $6.33M 0.18% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 48,204 $6.25M 0.1% +41,108 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 46,899 $6.08M 1.33% +3,934 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 46,515 $6.03M <0.01% +24,087 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 45,837 $5.95M 0.01% +2,234 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 45,406 $5.89M 0.01% -4,666 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 44,390 $5.76M 0.21% 0 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 44,270 $5.74M 3.87% -1,826 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 44,253 $5.74M 1.52% +457 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 43,961 $5.7M 0.14% -13 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 43,441 $5.64M 1.33% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 43,278 $5.61M 0.01% +2,494 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 42,933 $5.57M 0.99% +1,459 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 41,799 $5.42M 0.01% -2,509 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 41,791 $5.42M 0.17% -3,277 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 41,652 $5.4M 0.24% -925 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 41,442 $5.38M 1.98% +282 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 41,400 $5.37M 0.01% -51 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 39,707 $5.15M 0.05% -102 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 39,665 $5.15M 0.61% -206 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 39,401 $5.11M 1.32% -63 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 39,314 $5.1M 0.25% -138 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 39,035 $5.06M 0.24% +1,341 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 38,722 $5.02M 1.34% -1,495 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 36,996 $4.8M 0.1% +644 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 36,361 $4.72M <0.01% +34,366 13F-HR Timeline Group Idaho Trust Co More: the full row for Idaho Trust Co 36,262 $4.7M 1.58% -5,816 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 35,131 $4.56M 0.41% -829 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 35,083 $4.55M 0.11% +996 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 34,598 $4.49M 0.56% -909 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 34,570 $4.48M 0.24% -279 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 33,424 $4.37M 0.32% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 33,683 $4.37M 0.15% +1,720 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 33,189 $4.31M 0.02% -2,679 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 33,065 $4.29M 2.95% -337 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 32,718 $4.24M 0.47% -240 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 32,634 $4.23M 1.31% +521 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 37,748 $4.19M 0.18% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,692 $4.11M 0.03% +45 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 31,605 $4.1M 1.84% +482 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 31,592 $4.1M 0.35% -5,835 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 31,275 $4.06M 0.1% -2,046 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 30,518 $3.96M 0.05% -999 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 30,403 $3.94M 0.79% -451 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 29,946 $3.88M 0.05% -573 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 29,752 $3.86M +592 Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 29,659 $3.85M 2.68% +666 13F-HR/A Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 29,395 $3.81M <0.01% -70,394 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 29,356 $3.81M 0.45% -101 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 28,819 $3.74M 2.94% -378 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 28,802 $3.74M 0.03% -55 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 28,708 $3.72M +155 Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 28,109 $3.65M 1.32% -920 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,839 $3.61M 0.01% -1,015 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 27,472 $3.6M 0.08% 0 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 27,596 $3.58M 0.1% -403 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 27,324 $3.54M 1.53% -1,798 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 27,110 $3.52M 1.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 26,869 $3.49M 0.02% +1,419 13F-HR/A Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 26,798 $3.48M 3.08% +18,127 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 26,678 $3.46M 0.44% -877 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 26,386 $3.42M 0.09% -2,329 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 26,186 $3.4M 2.41% -1,449 13F-HR Timeline ANB BANK More: the full row for ANB BANK 26,142 $3.39M 1.37% -1,498 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 25,560 $3.32M 0.11% -382 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 25,265 $3.28M 0.23% +1,520 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 25,028 $3.25M 0.82% -1,395 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 24,622 $3.19M 0.25% -686 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 23,929 $3.1M 0.04% -1,111 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 22,925 $2.97M 0.8% -394 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 22,571 $2.93M 0.25% -1,326 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 22,377 $2.9M 0.57% -156 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 22,106 $2.87M <0.01% +12,486 13F-HR Timeline Group Fortitude Financial, LLC More: the full row for Fortitude Financial, LLC 44,901 $2.86M 2.35% -1,377 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,605 $2.8M 0.02% -962 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 21,115 $2.74M 0.01% +2,100 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 20,668 $2.68M 0.21% -1,038 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20,312 $2.63M 0.04% -1,350 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 20,139 $2.61M 0.25% +161 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,063 $2.6M 0.03% 0 13F-HR Timeline Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 20,000 $2.6M 0.63% -45 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,908 $2.58M 0.07% -352 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,856 $2.58M 0.03% +148 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 19,815 $2.57M 0.09% -4 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 19,662 $2.55M 0.9% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,139 $2.48M 0.04% +1,657 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 19,085 $2.48M 0.46% +403 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 18,976 $2.46M 0.94% +50 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 18,986 $2.46M 0.69% +1,148 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 18,900 $2.45M 1.69% 0 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 18,689 $2.42M 1.66% +375 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 18,640 $2.42M 0.53% +5,848 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 18,344 $2.38M 0.58% -249 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 18,321 $2.38M 0.58% +28 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 18,118 $2.35M 0.68% -217 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 18,014 $2.34M 0.43% -558 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 17,756 $2.3M 0.57% +30 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 17,746 $2.3M 0.71% -872 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,733 $2.3M 0.01% +390 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 17,413 $2.26M 0.04% +2,455 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 17,235 $2.24M 0.47% +72 13F-HR Timeline