MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,457,889 $337M 0.02% -84,552 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/ 3,223,193 $314M 0.03% -278,225 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,313,126 $225M 0.01% -288,152 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,472,697 $144M 1.07% -26,221 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,385,023 $135M 0.03% -17 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,088,909 $106M 0.02% -93,935 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 922,162 $89.9M 0.02% +121,334 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 885,958 $86.4M 1.01% -3,367 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 865,117 $84.3M 0.03% +133,573 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 710,681 $69.3M 0.94% -41,639 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 687,838 $67M 0.09% -58,249 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 655,937 $63.9M 0.03% -13,061 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 652,019 $63.6M 0.23% -564,151 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 646,615 $63M +16,249 Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 459,323 $44.8M 0.01% -27,329 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 424,984 $41.4M 0.06% +43,728 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 422,021 $41.1M 0.08% +368,663 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 416,904 $40.6M 0.02% -35,483 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 408,563 $39.8M <0.01% +4,686 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 389,340 $38M 1.28% -27,076 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 377,463 $36.8M 0.03% +28,343 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 333,723 $32.5M 1.87% +23,801 13F-HR/A Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 327,454 $31.9M 0.03% -25,973 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 305,464 $29.8M 0.06% -14,597 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 295,736 $28.8M 1.07% -3,717 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 290,262 $28.3M 0.01% -43,803 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 287,942 $28.1M 0.72% -17,910 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 281,599 $27.4M 12.46% -9,525 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 279,061 $27.1M 0.02% +12,136 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 245,803 $24M 0.04% +23,822 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 242,961 $23.7M 2.08% +2,984 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 217,996 $21.3M 0.05% +54,869 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 216,692 $21.1M 0.05% +12,766 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 214,047 $20.9M 2.38% +2,863 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 203,918 $19.9M 0.96% -3,402 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 198,584 $19.4M 0.1% -56 13F-HR/A Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 198,544 $19.4M 0.17% -6,086 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 194,611 $19M 0.04% -8,049 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 193,510 $18.9M 0.49% +186,753 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 188,181 $18.3M <0.01% +15,669 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 179,349 $17.5M 0.13% -793 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 179,124 $17.5M 0.03% +85,095 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 173,559 $16.9M 3.25% -1,264 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 173,105 $16.9M -457 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 171,913 $16.8M 0.03% -20,061 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 165,779 $16.2M 0.14% -19,663 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 160,908 $15.7M 0.01% -1,357 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 154,554 $15.1M 0.18% -5,666 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 148,696 $14.5M 0.2% +11,001 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 148,358 $14.5M 2.99% -7,804 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 139,988 $13.6M +6,952 Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 131,502 $12.8M 0.99% -10,285 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 130,568 $12.7M 0.05% +1,653 13F-HR Timeline Group Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 129,990 $12.7M 10.6% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 129,205 $12.6M 0.03% -4,177 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 118,787 $11.6M 0.03% -7,358 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 114,721 $11.2M 5.04% +107,783 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 113,564 $11.1M 1.84% +3,970 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 110,106 $10.7M 0.05% -3,073 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 109,395 $10.7M 0.04% +18,903 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 101,113 $9.86M 1.09% +294 13F-HR/A Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 100,097 $9.76M 0.02% -385 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 99,088 $9.66M 0.92% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 97,429 $9.5M 0.06% +3,873 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 96,557 $9.41M 3.15% +3,198 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 94,100 $9.17M 0.02% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 90,765 $8.85M 0.02% -14,942 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 90,584 $8.83M 1.19% +667 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 89,412 $8.72M 0.15% +1,399 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 88,865 $8.66M 1.6% -512 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 88,622 $8.64M 1.41% +2,786 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 87,848 $8.56M 0.05% -41,509 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 84,784 $8.26M 0.56% -4,341 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 84,020 $8.19M 2.42% +3,685 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 83,379 $8.13M 0.04% +489 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 82,990 $8.09M 0.73% new 13F-HR/A Timeline One Day In July LLC More: the full row for One Day In July LLC 82,275 $8.02M 0.8% -2,301 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 81,663 $7.96M 0.65% -4,545 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 80,080 $7.81M 2.83% -890 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 79,329 $7.77M 0.16% +4,041 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 79,045 $7.71M 0.55% -680 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 78,215 $7.62M 3.48% new 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 77,927 $7.6M 0.54% +72 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 77,363 $7.54M 0.01% -606 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 76,955 $7.5M 3.74% -2,537 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 74,800 $7.29M 3.52% +9,000 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 73,447 $7.16M -392 Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 73,242 $7.14M 1.59% -99,910 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 73,160 $7.13M 0.94% -2,656 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 72,440 $7.06M 0.06% -1,971 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 71,613 $6.98M 0.55% +4,931 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 67,950 $6.62M 0.12% -3,980 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 67,658 $6.6M 2.32% -950 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 65,290 $6.36M 0.08% -3,939 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 64,859 $6.32M 1.82% -614 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 64,329 $6.27M 0.29% +3,941 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 67,754 $6.26M 0.21% -3,321 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 63,205 $6.16M 0.17% +5,058 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 62,586 $6.1M 0.18% -2,780 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 61,797 $6.02M 0.05% +58,975 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 61,662 $6.01M 0.07% +8,839 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 65,034 $5.95M 0.03% -410 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 58,730 $5.73M 0.14% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 57,005 $5.56M 0.72% -10,153 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 56,778 $5.53M 0.01% -2,424 13F-HR Timeline Group SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 56,324 $5.49M 2.45% -703 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 56,267 $5.48M 1.18% -1,051 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 55,401 $5.4M 0.13% +4,137 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 55,112 $5.37M 0.35% +1,445 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 54,299 $5.29M 0.6% +2,211 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 53,244 $5.25M 0.02% +7,337 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 53,551 $5.22M 2.88% -1,828 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 52,868 $5.15M 0.63% +388 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 52,854 $5.15M <0.01% -634 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 52,827 $5.15M 0.78% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 52,622 $5.13M 4.22% +3,397 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 52,088 $5.08M 0.08% +920 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 51,650 $5.03M 2.14% +171 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 51,609 $5.03M 4.67% 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 51,551 $5.03M 0.22% -1,266 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 51,235 $4.99M 2.57% +25,150 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 54,030 $4.99M 1.76% +5,710 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 51,096 $4.98M 0.23% +1,501 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 50,971 $4.97M 0.52% +3,471 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 49,718 $4.85M 0.15% +30 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 49,484 $4.82M 0.02% -137 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 46,707 $4.55M 0.49% -1,672 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 46,432 $4.53M 1.97% +2,461 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 46,036 $4.49M 0.11% +21,057 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 45,919 $4.48M 0.47% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 45,700 $4.45M 0.16% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 45,536 $4.44M 0.18% -1,050 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 45,417 $4.43M 0.18% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,200 $4.41M 0.01% -355,097 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 45,141 $4.4M 0.11% +1,738 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 44,550 $4.34M 0.72% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 44,190 $4.31M 0.35% +154 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 43,940 $4.28M 0.41% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 43,820 $4.27M 0.01% -9,818 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 43,580 $4.25M 0.57% +3,277 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 43,358 $4.23M 0.28% -424 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 43,290 $4.22M 0.08% -1,373 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 42,920 $4.18M 0.09% -337 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 42,607 $4.15M 2.32% -8,444 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 42,416 $4.13M 1.52% +187 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 42,208 $4.11M <0.01% +34,972 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 41,996 $4.09M 0.42% -61,879 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 41,455 $4.04M 0.01% -8,314 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 40,958 $4M 1.6% +3,630 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 40,597 $3.96M 0.49% -52 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 40,493 $3.95M 0.63% -18,988 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 40,215 $3.92M 1.41% +3,438 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 40,127 $3.91M 0.03% -5,821 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 40,095 $3.91M 0.15% +24 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 39,800 $3.88M 0.01% +3,409 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 39,567 $3.86M 2.18% -135 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,516 $3.85M 0.02% -2,266 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 39,432 $3.84M 1.42% -391 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 39,002 $3.8M 1.57% -342 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 38,880 $3.79M 3.78% +1,585 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 38,878 $3.79M 3.46% -2,282 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 38,680 $3.77M 0.17% -1,341 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 37,265 $3.63M 0.17% -3,092 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 37,093 $3.62M 0.47% -1,455 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 36,194 $3.53M 0.03% -8,280 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 36,064 $3.52M 0.66% new 13F-HR Timeline St. Louis Trust Co More: the full row for St. Louis Trust Co 35,639 $3.47M 0.5% +3 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,300 $3.44M 0.14% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 34,847 $3.4M 2.57% +1,797 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 34,561 $3.37M 0.1% +32,886 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 32,913 $3.21M 0.01% +2,272 13F-HR/A Timeline Group Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 31,956 $3.12M 2.32% -220 13F-HR Timeline InvesTrust More: the full row for InvesTrust 31,438 $3.06M 0.84% +170 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 34,143 $3.03M 0.98% +4,993 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 30,747 $3M 0.63% -435 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 30,426 $2.97M 0.66% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 30,088 $2.93M 0.05% -786 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 28,747 $2.8M 1.59% +1,299 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 28,539 $2.78M 0.16% +5,528 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 27,610 $2.69M 0.47% -626 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 27,429 $2.67M 2.55% -1,633 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 27,032 $2.64M 0.27% -574 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 26,923 $2.62M 0.04% -527 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 26,759 $2.61M 0.39% +67 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 26,668 $2.6M 0.05% -133 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 26,525 $2.59M 0.25% -912 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 26,176 $2.55M 0.16% -1,671 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 25,989 $2.53M 0.04% -117 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 25,611 $2.5M 0.08% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 22,970 $2.49M 0.82% 0 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 25,470 $2.48M 0.86% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 25,398 $2.48M 0.08% -86 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 25,246 $2.46M 0.07% +6,163 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 24,746 $2.41M 0.75% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 24,746 $2.41M <0.01% -4,670 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 24,536 $2.39M 0.02% +563 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 23,600 $2.3M <0.01% +13,600 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 23,590 $2.3M 1.04% -90 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 23,096 $2.25M 0.04% +197 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 22,957 $2.24M 0.79% +21 13F-HR Timeline