MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,179,960 $435M 0.02% -30,280 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/ 3,174,297 $434M 0.03% +25,309 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,658,864 $227M 0.01% +26,605 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,906,412 $226M 17.68% -34,055 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,524,599 $208M 0.04% +91,797 13F-HR Timeline Group PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 1,579,899 $187M 16.07% new 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 951,733 $130M -148,257 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 871,179 $119M 0.03% +1,339 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 756,315 $103M 1% -18,688 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 697,547 $95.3M 1.02% -14,042 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 569,424 $77.8M 0.02% -20,111 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 544,152 $74.4M 0.22% -7,325 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 533,549 $72.9M 0.04% -21,060 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 476,147 $65.1M 0.01% -74,763 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 465,878 $63.7M 0.08% -7,803 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 420,919 $57.9M 0.01% -425,454 13F-HR Timeline Group Savant Capital, LLC More: the full row for Savant Capital, LLC 414,318 $57.6M 0.17% +270,416 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 402,732 $55M 0.01% +2,871 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 391,964 $53.6M 0.05% -112,002 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 377,557 $51.7M 0.02% +2,893 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 366,066 $50M 0.03% -9,594 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 347,351 $47.5M 0.06% +70,116 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 345,170 $47.2M +21,355 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 339,448 $46.3M <0.01% +11,760 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 336,656 $46M 0.27% -30,605 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 342,539 $40.6M 0.67% -250 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 288,193 $39.4M 0.03% -14,577 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 273,676 $37.4M 13.09% -7,964 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 265,163 $36.2M 0.74% -3,892 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 257,840 $35.2M 0.03% +7,455 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 246,679 $33.7M 0.05% -5,212 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 246,437 $33.7M 2.62% +8,542 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 246,399 $33.7M 0.01% -6,850 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 226,908 $31M 0.04% +30,791 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 222,345 $30.4M 0.56% -9,540 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 219,547 $30M +3,005 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 203,895 $27.9M 0.03% -51,267 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 196,094 $26.8M 0.1% +11,211 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 194,925 $26.6M 0.98% -2,133 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 194,856 $26.6M 0.04% -2,478 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 188,438 $25.8M 0.22% +127,398 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 175,321 $24M 0.18% +644 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 169,228 $23.1M 3.31% -2,146 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 9,469 $23.1M 3.55% -95 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 165,672 $22.6M 0.01% -2,461 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 159,182 $21.8M 0.12% -7,592 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 150,882 $20.6M -1,529 Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 150,002 $20.5M 0.76% +100,000 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 146,840 $20.1M 0.03% -5,311 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 139,128 $19M 0.06% -741 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 136,152 $18.6M 2.82% -1,320 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 135,715 $18.5M <0.01% +8,110 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 132,411 $18.1M 0.04% -5,867 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 129,156 $17.7M 0.02% +18,724 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 123,583 $16.9M 0.1% -4,541 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 122,972 $16.8M 2.06% +5,519 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 121,232 $16.6M 1.02% +3,399 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 119,236 $16.3M 0.02% -4,251 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 108,795 $14.9M 1.17% -1,308 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 107,553 $14.7M 0.05% -514 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 107,217 $14.7M 0.1% +2,899 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 102,795 $14M 0.11% +3,460 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 100,598 $13.7M 0.02% +17,679 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 92,156 $12.6M 0.76% new 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 86,085 $11.8M 10.03% new 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 85,450 $11.7M 1.34% +360 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 83,985 $11.5M 1.68% -421 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 82,793 $11.3M 0.05% -401 13F-HR Timeline Group HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 82,628 $11.3M 2.44% -882 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 81,174 $11.1M 0.02% -14,121 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 78,821 $10.8M 0.01% -14,395 13F-HR/A Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 79,292 $10.8M 0.22% +13,996 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 78,669 $10.8M 0.07% -17,504 13F-HR/A Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 78,070 $10.7M 0.2% -495 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 77,708 $10.6M 0.52% 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 76,982 $10.5M 1.15% -4,916 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 75,901 $10.4M 0.16% -1,315 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 73,343 $10M 2.73% -3,364 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 71,809 $9.81M 0.11% +4,145 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 71,803 $9.81M 0.49% -534 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 71,773 $9.81M 0.99% +431 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 82,509 $9.77M 0.27% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 71,269 $9.74M 0.13% -1,622 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 71,221 $9.73M 0.11% -5,082 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 69,146 $9.45M 0.94% -507 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 68,001 $9.29M 0.04% +39,357 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 67,838 $9.27M 4.64% -393 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 67,174 $9.18M 3.71% -255 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 65,337 $8.93M 0.05% -4,625 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 64,417 $8.8M 0.65% -19,288 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 63,826 $8.72M 0.56% +19,275 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 63,600 $8.69M 0.03% -5,724 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 63,462 $8.67M 0.6% -2,847 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 63,432 $8.67M 2.12% -2,076 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 62,513 $8.54M 2.08% +4,365 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 60,485 $8.27M 0.04% -3,137 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 59,948 $8.19M 0.1% +33,302 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 59,203 $8.09M 0.01% -2,721 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 105,999 $7.98M 0.01% -4,146 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 58,297 $7.97M 0.96% +18,518 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 58,261 $7.96M 0.01% -2,256 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 58,249 $7.96M 0.31% -2,493 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 57,619 $7.88M 0.2% +1,144 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 65,132 $7.71M 0.31% +4,202 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 54,900 $7.5M 0.03% -3,032 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 54,228 $7.41M 1.92% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 53,695 $7.34M 0.03% +5,051 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 53,291 $7.28M 0.52% -818 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 52,809 $7.22M 0.61% -740 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 52,487 $7.17M 0.23% -4,114 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 52,262 $7.14M 0.65% +2,558 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 52,299 $7.07M 1.11% -1,759 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 51,701 $7.07M 0.05% +41,316 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 51,363 $7.02M 2.12% +26,181 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 51,220 $7M <0.01% 0 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 50,311 $6.88M 2.19% +728 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 50,032 $6.84M 3.22% -723 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 50,000 $6.83M 0.94% +5,000 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 49,534 $6.77M 1.93% +1,607 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 48,537 $6.63M 0.03% -27,053 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 47,818 $6.54M 0.09% +1,892 13F-HR/A Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 47,705 $6.52M 2.1% +1,857 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 47,115 $6.33M 0.16% -697 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46,137 $6.31M 0.11% -830 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 45,700 $6.25M 0.22% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 45,554 $6.23M 0.38% -336 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 45,505 $6.22M 0.01% +635 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 45,489 $6.22M 0.18% +1 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 44,666 $6.11M 0.09% +76 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 43,706 $5.97M 0.01% +6,767 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 43,426 $5.94M 0.07% +248 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 43,034 $5.88M 0.09% +493 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 42,706 $5.84M 0.13% -1,614 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 42,637 $5.83M 0.35% +306 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 42,127 $5.76M 1.86% +286 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 41,616 $5.69M 0.53% -63 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 41,242 $5.64M 0.35% -447 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 40,794 $5.57M 0.01% -735 13F-HR Timeline Group Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 40,638 $5.55M 3.93% 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 40,438 $5.53M 0.58% +389 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 39,900 $5.45M 2.28% -503 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 39,626 $5.41M 0.45% -2,344 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 39,535 $5.4M 2.66% +1,191 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 39,152 $5.35M 0.1% -69,534 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 39,132 $5.35M 2.96% +796 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 38,530 $5.27M 0.39% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 37,867 $5.18M 0.01% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 37,020 $5.06M 1.79% -2,503 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 36,819 $5.03M 0.34% -1,077 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 35,625 $4.87M 0.57% -10,161 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 35,584 $4.86M 0.01% +5,832 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35,485 $4.85M 1.38% -183 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 34,903 $4.77M 3.19% -496 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 34,529 $4.72M 0.03% +2,534 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 34,469 $4.71M 0.01% -2,712 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 34,320 $4.69M 0.12% +14,202 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 33,970 $4.64M 0.04% -236 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 33,073 $4.52M 0.78% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 33,055 $4.52M 0.02% +406 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 32,764 $4.48M 1.15% +196 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 32,319 $4.42M 0.15% -485 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 32,204 $4.4M 0.09% -1,573 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 32,082 $4.38M 0.22% -55 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 31,516 $4.31M 1.36% -3,016 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 30,964 $4.23M 0.09% -70 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 30,506 $4.17M 0.02% +2,202 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 29,847 $4.08M 0.46% -741 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 29,757 $4.07M 1.16% -2,256 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 29,751 $4.07M 1.58% new 13F-HR Timeline InvesTrust More: the full row for InvesTrust 29,311 $4.01M 1.54% -506 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 29,219 $3.99M 2.44% -58 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 28,685 $3.92M 0.02% +765 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 28,481 $3.89M 0.2% -832 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,472 $3.89M <0.01% -329 13F-HR Timeline Group Causey Wealth LLC More: the full row for Causey Wealth LLC 28,136 $3.85M 1.5% -163 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 27,741 $3.79M 0.04% +15,630 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 27,598 $3.77M 2.08% -193 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 27,480 $3.76M 1.75% +3,239 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 27,354 $3.74M 1.38% -1,475 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 26,880 $3.67M 2.43% -546 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 26,798 $3.66M 0.19% -203 13F-HR Timeline MATHER GROUP, LLC. 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