FMR LLC in group FMR LLC More: the full row for FMR LLC 4,094,852 $543M 0.03% +284,247 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 4,040,744 $535M 0.03% +39,883 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,437,727 $455M 0.09% -88,447 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,402,568 $318M 0.02% +29,909 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 2,250,276 $298M +107,248 Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 2,233,351 $296M +306,258 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,350,338 $179M 0.1% +9,695 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,091,192 $145M 0.88% +38,084 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 922,764 $122M 0.04% +126,569 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 825,346 $109M 1.24% -6,023 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 772,213 $102M 0.03% -26,395 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 672,228 $89.1M 0.01% -185 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 639,260 $84.7M 0.05% +5,742 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 625,330 $82.9M 0.17% -37,207 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 599,744 $79.6M 0.02% -105,461 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 558,496 $74M 0.01% +20,382 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 438,176 $56.7M <0.01% +5,238 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 407,817 $54M 0.01% -7,318 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 412,787 $53.6M 0.03% +123,893 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 380,229 $50.4M 0.05% -42,978 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 341,363 $45.2M 0.07% -2,935 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 335,183 $44.4M 2.53% -10,710 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 325,115 $43.1M 0.24% -4,675 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 286,673 $38M 1.96% -21,034 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 283,540 $37.6M 0.9% -12,626 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 268,987 $35.6M 0.55% +593 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 266,001 $35.2M 0.05% +36,056 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 265,442 $35.2M 0.57% +9,582 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 252,258 $33.4M 1.74% +14,539 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 236,258 $31.3M 0.04% -15,170 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 234,440 $31.1M 1.81% -10,789 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 224,220 $29.7M 1.66% -19,658 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 224,193 $29.7M 0.05% +5,968 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 220,982 $29.3M 0.04% -2,439 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 200,444 $26.6M 0.02% -18,764 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 187,969 $24.9M +82,850 Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 179,242 $23.7M 0.09% -2,284 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 176,595 $23.4M 0.09% +12,201 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 174,235 $23.1M 0.03% +2,279 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 164,616 $21.8M 0.01% -10,690 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 162,564 $21.5M 0.51% -2,787 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 153,885 $20.4M 6.05% +910 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 150,000 $19.9M 0.01% +99,700 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 145,448 $19.3M 0.21% +1,955 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 138,738 $18.4M 0.14% -1,302 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 137,620 $18.2M +1,680 Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 118,830 $15.7M 1.06% -1,226 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 110,627 $14.7M 1.67% -1,885 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 108,414 $14.4M 0.02% -2,900 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 108,369 $14.4M 0.41% -3,750 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 106,470 $14.1M 0.02% +63,172 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 106,415 $14.1M +5,113 Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 104,492 $13.8M 0.07% +147 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 103,300 $13.7M 0.01% +8,150 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 102,818 $13.6M 0.02% -6,797 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 102,445 $13.6M 0.56% -1,052 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 102,200 $13.5M 0.1% -2,405 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 100,692 $13.3M 0.01% +99,065 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 97,149 $12.9M 0.27% -1,445 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 96,489 $12.9M 1.15% -4,397 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 94,959 $12.6M 1.57% -4,511 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 93,337 $12.4M 0.47% -2,091 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 91,176 $12.1M 3.98% +2,142 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 90,484 $12M 0.02% -11,091 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 89,492 $11.9M 1.92% -183 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 88,520 $11.7M 0.01% -6,239 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 85,484 $11.3M 0.03% -9,855 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 85,123 $11.3M 1.96% -1,528 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 84,311 $11.2M 0.03% -8,405 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 83,967 $11.1M 0.24% +3,271 13F-HR/A Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 82,843 $11M 2.75% +1,017 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 81,687 $10.8M 3.36% -43,164 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 80,683 $10.7M 0.55% -1,337 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 79,980 $10.6M 0.17% +13,440 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 78,370 $10.4M 0.07% +995 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 76,475 $10.1M 1.35% +1,964 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 72,186 $9.56M 0.2% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 67,512 $8.95M 0.01% -1,403 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 62,899 $8.33M 0.01% +577 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 62,779 $8.32M 1.52% +320 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 61,348 $8.13M 2.39% 13F-HR Timeline InvesTrust More: the full row for InvesTrust 59,633 $7.9M 3.32% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 59,328 $7.86M 0.98% -1,109 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 58,993 $7.82M 3.32% -7,147 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 58,500 $7.75M 1.67% +1,297 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 56,983 $7.55M 0.06% +1,617 13F-HR Timeline Group MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 56,771 $7.52M 1.48% +7,228 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 56,725 $7.52M 0.1% +3,724 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 56,397 $7.47M 0.12% +575 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 55,402 $7.34M 0.36% +16,506 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 54,282 $7.19M 0.15% +33 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 54,184 $7.18M 0.01% +4,484 13F-HR Timeline Group Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 53,429 $7.08M 4.78% +5,676 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 53,196 $7.05M 0.58% -1,797 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 52,288 $6.93M <0.01% -1,062 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50,770 $6.73M 0.47% -955 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 50,443 $6.68M 3.16% -550 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 48,804 $6.47M 0.19% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 48,633 $6.44M 0.06% -2,300 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 48,490 $6.42M 0.02% -833 13F-HR/A Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 48,272 $6.4M 0.66% -4,000 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 48,051 $6.37M 0.83% new 13F-HR Timeline Hudson Capital Management LLC More: the full row for Hudson Capital Management LLC 47,676 $6.32M 1.63% +2,902 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 47,262 $6.26M 1.5% +2,007 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 46,544 $6.17M 0.35% -1,631 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 46,351 $6.14M 0.1% +39,632 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 44,403 $5.88M 4.02% -29 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 44,390 $5.88M 0.23% -272 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 42,996 $5.7M 0.15% -1,195 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 42,741 $5.66M <0.01% +14,481 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 41,905 $5.55M 0.64% +1,519 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 41,745 $5.53M 2.02% -232 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 41,616 $5.51M 0.01% -1,259 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 40,633 $5.38M 0.04% +927 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 40,223 $5.33M 0.93% -688 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 39,882 $5.28M 1.26% new 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 39,733 $5.26M 1.71% +8,555 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 66,274 $5.21M 0.01% -38,198 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 39,279 $5.2M 1.38% -101 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 38,830 $5.14M 1.35% -1,414 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 37,941 $5.03M 0.01% -3,357 13F-HR Timeline TIAA group of 4 filers holding More: the full row for TIAA 36,264 $4.8M +6,905 Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 35,823 $4.75M 0.07% -167 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 35,307 $4.68M 0.15% +670 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 35,288 $4.68M 0.21% -2,680 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 35,244 $4.67M 0.02% -179 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 32,925 $4.66M 0.32% -473 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 34,435 $4.56M 0.25% -195 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 34,147 $4.52M 0.38% -1,228 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 34,145 $4.52M 0.94% +141 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 33,426 $4.43M 0.55% -408 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 32,365 $4.29M 1.86% -271 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 32,261 $4.27M 2.83% -728 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 32,210 $4.27M 1.39% -69 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 31,680 $4.2M 0.02% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 31,544 $4.18M 2.64% +1,481 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 31,122 $4.12M 0.2% +95 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 30,467 $4.04M 0.26% +1,698 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 29,946 $3.97M 0.05% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 29,895 $3.96M 0.05% +244 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 29,680 $3.93M 0.03% +876 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 29,381 $3.89M 0.02% -2,352 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 29,018 $3.84M <0.01% new 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 28,776 $3.81M 0.02% -12,733 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 28,704 $3.8M 0.44% -354 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 28,662 $3.8M 0.77% -1,284 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 28,112 $3.72M 2.85% -433 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,954 $3.7M 0.02% -962 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 27,667 $3.67M 0.73% +3,973 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 27,604 $3.66M 1.26% -107 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 27,600 $3.66M 0.01% -12,490 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 25,628 $3.64M 0.06% +21,384 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 27,171 $3.64M 0.07% -300 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 27,193 $3.62M 0.11% -3,139 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 27,300 $3.62M 0.09% -333 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 27,253 $3.61M 0.09% -105 13F-HR Timeline ANB BANK More: the full row for ANB BANK 26,034 $3.45M 1.4% +67 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 25,973 $3.44M 1.01% -951 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 25,811 $3.42M -3,157 Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 28,654 $3.37M 0.13% -9,094 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 25,042 $3.32M 2.25% -229 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 24,030 $3.18M 0.04% -202 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 23,655 $3.13M 0.79% -182 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 23,523 $3.12M 0.1% -546 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 23,229 $3.08M 0.43% -454 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 23,025 $3.06M 0.02% +5,687 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 22,352 $2.96M 0.57% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 21,775 $2.89M 0.71% -1,303 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 21,763 $2.88M 0.25% -318 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 21,390 $2.83M 1.58% +1,680 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 21,360 $2.83M 0.81% +1,544 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 21,212 $2.81M 0.01% +477 13F-HR Timeline Group Cooke Wealth Management, LLC More: the full row for Cooke Wealth Management, LLC 21,159 $2.8M 2.48% +219 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 20,401 $2.7M 0.03% +22 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20,367 $2.7M 0.04% -967 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 20,231 $2.68M 0.64% +67 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 19,931 $2.64M 0.08% +46 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 19,605 $2.6M 0.03% +127 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 19,500 $2.58M 0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,414 $2.57M 0.03% +170 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 19,354 $2.56M 0.19% -2,547 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 19,218 $2.55M 0.26% -215 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 19,173 $2.54M 0.34% +13 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 19,036 $2.52M 1.34% -378 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 18,991 $2.52M 0.99% +60 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 18,900 $2.5M 1.82% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 18,718 $2.48M 0.27% -14,026 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 18,675 $2.47M 0.55% +575 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 18,426 $2.44M 0.03% +242 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 18,348 $2.43M 0.19% -1,628 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 18,082 $2.4M 0.07% -1,178 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,072 $2.39M <0.01% +4,773 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 17,978 $2.38M 0.01% -170 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,878 $2.37M 0.03% +16,226 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 17,561 $2.33M 0.07% new 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 17,561 $2.33M 0.73% -478 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 17,339 $2.3M 0.05% -86 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,295 $2.29M 0.57% -571 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 17,288 $2.29M 0.53% -468 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 17,224 $2.28M 0.01% -667 13F-HR Timeline