MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,564,530 $355M 0.02% +106,641 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/ 3,264,442 $325M 0.03% +41,249 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,323,263 $132M 0.03% -61,760 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,151,037 $115M 0.01% -1,162,089 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,040,281 $103M 0.02% -48,628 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 929,734 $92.5M 0.03% +64,617 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 855,227 $85.1M 1.13% -30,731 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 849,875 $84.6M 1.05% +139,194 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 672,573 $66.9M 0.02% -249,589 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 654,365 $65.1M 0.09% -33,473 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 623,131 $62M -23,484 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 595,125 $59.2M 0.2% -56,894 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. 590,875 $58.8M 0.04% -65,062 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 531,818 $52.9M 0.01% +72,495 13F-HR/A Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 494,648 $49.2M 0.34% -978,049 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 378,421 $37.6M 0.03% +958 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 371,916 $37M 0.05% -53,068 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 355,716 $35.4M <0.01% -52,847 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 342,838 $34.1M 1.82% +9,115 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 339,292 $33.8M 0.01% -77,612 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 330,573 $32.9M 1.14% -58,767 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 325,179 $32.4M 0.03% -2,275 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 310,458 $30.9M 0.02% +31,397 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 300,861 $29.9M 11.71% +19,262 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 290,218 $28.9M 1.02% -5,518 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 273,704 $28.4M 0.05% -148,317 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 276,415 $27.5M 0.64% -11,527 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 264,124 $26.3M 0.01% -26,138 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 262,539 $26.1M 0.05% -42,925 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 248,243 $24.7M 2.07% +5,282 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 225,907 $22.5M 1.03% +225,841 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 225,686 $22.5M 0.03% -20,117 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 221,205 $22M <0.01% +33,024 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 216,588 $21.5M 2.25% +2,541 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 199,510 $19.8M 0.88% -4,408 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 198,678 $19.8M 0.16% +134 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 194,367 $19.3M 0.03% -244 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 189,520 $18.9M 0.04% -28,476 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 180,975 $18M 0.13% +1,626 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 172,767 $17.2M 3.02% -792 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 166,490 $16.6M -6,615 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 165,946 $16.5M 0.03% -50,746 13F-HR/A Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 159,133 $15.8M 0.19% +10,437 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 158,403 $15.8M 0.02% -13,510 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 151,569 $15.1M 0.01% -9,339 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 148,729 $14.8M 0.08% +51,300 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 147,294 $14.7M 2.85% -1,064 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 146,374 $14.6M 0.05% +15,806 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 144,303 $14.4M 0.1% -21,476 13F-HR/A Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 141,720 $14.1M +1,732 Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 139,916 $13.9M 0.15% -14,638 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 136,544 $13.6M 0.06% -62,040 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 129,257 $12.9M 0.93% -2,245 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 127,215 $12.7M 1.91% +13,651 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 112,540 $11.2M 1.14% +11,427 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 112,023 $11.2M 0.03% -6,764 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 108,548 $10.8M 0.01% +94,719 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 103,510 $10.3M 0.03% -5,885 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 102,728 $10.2M 1.08% new 13F-HR/A Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 100,776 $10M 0.02% +679 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 96,518 $9.6M 0.02% -82,606 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 93,458 $9.3M 0.05% +5,610 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 91,876 $9.14M 0.04% -18,230 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 89,359 $8.89M 1.27% +737 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 88,873 $8.84M 1.13% -1,711 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 88,133 $8.77M 1.53% -732 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 87,764 $8.73M 0.18% +8,435 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 87,268 $8.68M 0.14% -2,144 13F-HR Timeline Group HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 84,378 $8.39M 2.38% +358 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 81,936 $8.15M 0.68% -1,054 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 81,403 $8.1M 0.52% -3,381 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 81,195 $8.08M 0.02% -9,570 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 80,671 $8.03M 0.04% 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 80,647 $8.02M 2.68% +567 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 79,860 $7.95M 0.58% -1,803 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 79,431 $7.9M 0.2% +16,226 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 77,392 $7.7M 0.48% -535 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 76,613 $7.62M 3.56% -342 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 75,954 $7.56M 1.82% +2,712 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 72,802 $7.24M 0.07% +11,140 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 72,716 $7.23M 0.06% +276 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 72,511 $7.21M 0.01% -56,694 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 72,086 $7.17M 0.88% -1,074 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 71,867 $7.15M 0.65% -10,408 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 67,222 $7.08M 0.2% -532 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 70,990 $7.06M 0.27% +6,661 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 70,139 $6.98M 0.2% +49,160 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 68,750 $6.84M -4,697 Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 67,174 $6.68M 0.01% -10,189 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 66,500 $6.62M 1.81% +1,641 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 63,178 $6.56M 0.18% +592 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 65,120 $6.48M 0.39% -13,925 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 64,518 $6.42M 0.01% +22,310 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 62,927 $6.26M 0.03% -2,107 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 61,394 $6.11M 0.07% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 60,806 $6.05M 0.83% +7,979 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 57,636 $5.73M 4.86% +18,756 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 57,318 $5.7M 0.01% +540 13F-HR/A Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 56,659 $5.64M 0.01% +11,459 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 55,947 $5.57M 1.83% +1,917 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 57,209 $5.56M 0.02% +3,965 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 55,688 $5.54M 0.61% +2,820 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 55,654 $5.54M 0.08% +3,566 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 56,267 $5.48M 1.18% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 55,065 $5.48M 0.1% -12,885 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 54,054 $5.38M 2.63% +2,819 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 53,282 $5.3M 0.22% +2,186 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 52,954 $5.27M 0.78% +25,344 13F-HR/A Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 52,385 $5.21M 0.55% -1,914 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 52,240 $5.2M <0.01% -614 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 51,726 $5.15M 1.93% +76 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 51,066 $5.08M 1.95% +48,189 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 51,045 $5.08M 2.73% -2,506 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 50,431 $5.02M 0.15% +713 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 50,224 $5M 0.03% +740 13F-HR/A Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 49,061 $4.88M 0.05% +43,001 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 48,956 $4.87M 0.11% -9,774 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 46,212 $4.78M 0.47% -495 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 47,151 $4.69M 0.19% -4,400 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 46,790 $4.66M 0.45% +871 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 45,601 $4.6M 0.07% +2,311 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 46,224 $4.6M 0.44% -4,747 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 46,194 $4.6M 1.84% -238 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 45,801 $4.56M 1.36% -50,756 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 45,700 $4.55M 0.17% 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 45,418 $4.52M 0.17% +1 13F-HR Timeline Group COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 45,102 $4.49M 0.27% -10,010 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 45,036 $4.48M 0.51% +1,456 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45,035 $4.48M 0.09% +2,115 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 44,963 $4.47M 0.01% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 43,940 $4.37M 0.39% 0 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 43,914 $4.37M 0.34% -276 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 43,758 $4.35M 0.01% +2,303 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 43,706 $4.35M 1.38% +3,491 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 43,363 $4.31M 0.37% -55,725 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 43,141 $4.29M 0.52% -13,864 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 42,541 $4.23M 0.1% -2,600 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 42,259 $4.2M 0.01% +2,459 13F-HR Timeline Group Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 40,831 $4.06M 1.56% -127 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 40,636 $4.04M 0.48% +39 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 40,219 $4M 2.2% +652 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 40,021 $3.98M 0.59% -472 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 39,692 $3.95M 0.08% -15,709 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 39,473 $3.93M 0.02% -43 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 39,418 $3.92M 1.53% +416 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 38,774 $3.86M 0.14% -6,762 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 37,486 $3.73M 4.43% -4,930 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 37,315 $3.71M 0.15% -1,365 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 37,150 $3.7M 0.07% +14,054 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 37,061 $3.69M 3.16% -1,817 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 36,961 $3.68M 0.01% -6,859 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 36,835 $3.66M 2.46% +1,988 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 36,419 $3.62M 1.23% -3,013 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 36,169 $3.6M 0.03% -25 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 35,936 $3.58M 0.02% -4,191 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 35,560 $3.54M 0.45% -1,533 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,234 $3.51M 0.11% -66 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 35,050 $3.49M 0.99% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 34,337 $3.42M 0.01% +1,424 13F-HR/A Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 33,691 $3.35M 1.05% -33,967 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 33,686 $3.35M 0.2% -9,672 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 33,411 $3.32M 1.71% -9,196 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 32,068 $3.19M 0.64% +1,642 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 31,215 $3.11M 2.11% -741 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 31,000 $3.08M 0.64% +9,000 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) 30,599 $3.04M 0.08% -3,962 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 30,426 $3.03M 1.17% -1,012 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 29,713 $3.01M 1.4% +966 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 29,932 $2.98M 0.17% +3,756 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 29,481 $2.93M <0.01% +22,234 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 29,363 $2.92M 0.1% -10,732 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 28,927 $2.88M 0.13% -8,338 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 28,765 $2.86M 0.54% -1,982 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 28,125 $2.8M 0.04% -1,963 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 27,629 $2.75M 0.26% +597 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 27,449 $2.73M 0.01% +14,620 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,993 $2.69M 0.05% -19,043 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,761 $2.66M 0.04% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 26,671 $2.65M 0.31% +10,000 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 26,570 $2.64M 0.23% +45 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 26,520 $2.64M 0.83% +1,050 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 26,076 $2.59M 0.04% -592 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 25,887 $2.58M 0.36% -872 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,703 $2.56M 0.02% +1,167 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 25,611 $2.55M 0.08% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 25,487 $2.54M 0.04% -1,436 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 25,361 $2.52M 0.08% +21,206 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 25,036 $2.49M 0.72% +290 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 24,285 $2.42M 1.95% -3,144 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 24,223 $2.41M 0.99% +633 13F-HR Timeline 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 24,112 $2.4M <0.01% +3,605 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 23,613 $2.35M 0.03% 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 22,936 $2.28M 0.73% -21 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 22,814 $2.27M 0.07% +1,113 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 22,627 $2.25M 0.29% -191 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 22,282 $2.22M 0.55% +432 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baring Financial LLC More: the full row for Baring Financial LLC 22,132 $2.2M 1.64% +1,382 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,516 $2.17M 0.13% +3,644 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,765 $2.17M 0.07% +130 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 21,620 $2.15M 0.03% 0 13F-HR Timeline