MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,342,269 $370M 0.02% -222,261 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/ 3,285,564 $363M 0.03% +21,122 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,302,144 $144M 0.03% -21,119 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,131,348 $125M 0.01% -19,689 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,121,202 $124M 0.02% +80,921 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 896,296 $99.1M 0.03% -33,438 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 833,295 $92.2M 1.16% -21,932 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 829,674 $91.8M 1.06% -20,201 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 713,490 $79.1M 0.02% +40,917 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 615,184 $68M -7,947 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 586,651 $64.9M 0.22% -8,474 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. 569,168 $62.9M 0.04% -21,707 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 526,799 $58.3M 0.08% -127,566 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 484,480 $53.6M 0.01% -47,338 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 412,175 $45.6M 0.3% -82,473 13F-HR/A Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 388,201 $42.9M 0.05% +16,285 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 380,488 $42.1M 0.03% +2,067 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 362,321 $40.1M 0.82% +354,776 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 348,628 $38.6M 1.93% +5,790 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 336,127 $37.2M 0.01% -3,165 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 328,958 $36.4M 1.16% -1,615 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 325,609 $35.9M 0.02% +15,151 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 310,111 $34.3M 0.03% -15,068 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 305,991 $33.8M <0.01% -49,725 13F-HR/A Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 305,007 $33.7M 12.24% +4,146 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 286,304 $31.7M 1.03% -3,914 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 273,214 $30.2M 0.66% -3,201 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 260,401 $28.8M 0.05% -2,138 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 255,439 $28.2M 0.01% -8,685 13F-HR Timeline Group SPC Financial, Inc. More: the full row for SPC Financial, Inc. 248,201 $27.4M 2.14% -42 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 241,149 $26.6M 0.04% -32,555 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 227,909 $25.2M 0.03% +131,391 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 222,655 $24.6M 2.3% +6,067 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 220,497 $24.4M 0.03% -5,189 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 209,044 $23.1M 0.44% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 198,819 $22M +57,099 Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 197,897 $21.9M 0.92% -1,613 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 195,884 $21.7M 0.04% +1,517 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 193,136 $21.4M 0.15% -5,542 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 189,669 $21M 0.04% +149 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 185,805 $20.5M 0.13% +4,830 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 175,558 $19.4M 3.15% +2,791 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 169,741 $18.7M 0.03% +3,795 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 166,427 $18.4M 0.15% +7,294 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 158,867 $17.6M -7,623 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 156,870 $17.3M 0.02% -1,533 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 156,724 $17.3M 0.11% +12,421 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 150,222 $16.6M 0.01% -1,347 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 143,495 $15.9M 0.06% -2,879 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 142,882 $15.8M 2.85% -4,412 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 142,815 $15.8M 0.06% +6,271 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 135,449 $15M <0.01% -85,756 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 130,836 $14.5M 0.14% -9,080 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 127,420 $14.1M 2% +205 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 122,940 $13.6M 0.9% -6,317 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 122,291 $13.5M 0.01% +119,451 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 110,762 $12.2M 1.16% -1,778 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 102,067 $11.3M 0.02% +1,291 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 102,055 $11.3M 0.01% -6,493 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 97,363 $10.8M 0.04% +3,905 13F-HR Timeline Group RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 94,090 $10.4M 1.25% +5,217 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 91,571 $10.1M 1.31% +2,212 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 90,357 $9.99M 0.24% +2,593 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 89,554 $9.9M 0.04% -2,322 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 89,430 $9.89M 0.15% +2,162 13F-HR Timeline Group Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 88,097 $9.74M 1.59% -36 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 86,374 $9.55M 0.02% -25,649 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 85,059 $9.41M 2.52% +681 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 83,634 $9.25M 0.54% +2,231 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 82,761 $9.15M 0.69% +825 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 81,474 $9.01M 0.04% +803 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 80,666 $8.92M 0.15% +70,930 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 79,526 $8.79M 0.59% -334 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 79,363 $8.78M 0.2% -68 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 79,243 $8.76M 2.76% -1,404 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 78,821 $8.72M 0.49% +1,429 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 78,406 $8.67M 2.04% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 78,111 $8.64M 0.02% -3,084 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 74,957 $8.29M 0.01% +17,639 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 74,490 $8.24M 0.07% +1,688 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 73,380 $8.12M 3.76% -3,233 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 72,600 $8.03M 3.31% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 72,177 $7.98M 0.05% -539 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 72,116 $7.97M 0.02% -31,394 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 72,072 $7.97M 0.9% -14 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 71,557 $7.91M 0.67% -310 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 69,793 $7.72M 0.01% -2,718 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 69,768 $7.72M 0.08% +8,374 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 68,239 $7.55M 0.12% +46,976 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 66,804 $7.51M 0.2% -418 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 66,960 $7.41M -1,790 Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 66,762 $7.38M 1.91% +262 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 64,316 $7.11M 0.01% -2,858 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 64,274 $7.09M 0.17% +1,096 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 61,780 $6.83M 0.03% -1,147 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 61,692 $6.82M 0.86% +886 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 61,614 $6.81M 0.37% -3,506 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 60,646 $6.71M 5.14% +3,010 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 57,781 $6.39M 0.08% +2,127 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 57,093 $6.31M 1.93% +1,146 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 56,915 $6.29M 1.12% +648 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 56,330 $6.23M 0.02% -879 13F-HR Timeline Group Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 55,171 $6.1M 0.63% -517 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 54,986 $6.08M 2.84% +932 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 54,497 $6.03M 0.23% +1,215 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 53,717 $5.94M 0.09% +26,724 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 52,957 $5.86M 0.81% +3 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 52,779 $5.84M 0.56% +5,989 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 52,385 $5.79M 0.55% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 52,185 $5.77M 2.95% +1,140 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 52,140 $5.77M <0.01% -100 13F-HR Timeline Group Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 51,776 $5.73M 1.84% +50 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 51,731 $5.72M 0.14% -3,334 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 51,400 $5.68M 0.16% +969 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 49,988 $5.53M 0.02% -236 13F-HR/A Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 48,339 $5.35M 1.78% -2,727 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 47,873 $5.29M 1.47% +31,952 13F-HR/A Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 47,015 $5.2M 1.92% +821 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 46,845 $5.18M 0.11% -2,111 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 45,189 $5.08M 0.46% -1,023 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 45,867 $5.07M 0.42% -357 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 45,700 $5.05M 0.19% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 45,565 $5.04M 0.13% -24,574 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45,524 $5.03M 0.09% +489 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 45,368 $5.02M 0.17% -50 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 44,069 $4.87M 0.07% -1,532 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 44,063 $4.87M 0.28% -1,039 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 43,812 $4.85M 0.35% -102 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 42,617 $4.71M 0.01% +358 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 42,541 $4.7M 0.09% 0 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 41,434 $4.58M 1.65% +603 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 40,592 $4.49M 2.22% +373 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 40,383 $4.47M 0.51% -2,758 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 40,065 $4.43M 0.49% -571 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 39,763 $4.4M 1.62% +345 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 39,238 $4.34M 0.01% -4,520 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 39,078 $4.32M 0.61% -943 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 38,843 $4.3M 0.01% +1,882 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 38,685 $4.28M 0.34% -4,678 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 38,530 $4.26M 0.36% -5,410 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 38,000 $4.2M 0.76% +7,000 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 37,866 $4.19M 0.11% +8,503 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 37,658 $4.16M 3.04% +172 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 37,601 $4.16M 2.56% +766 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,251 $4.12M 0.02% -2,222 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 37,035 $4.09M 0.06% -115 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 36,687 $4.06M 0.1% +30,184 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 36,629 $4.05M 3.19% -432 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 36,590 $4.05M 0.07% -3,102 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 36,197 $4M 1.24% -222 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 35,385 $3.91M 1.05% +335 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,234 $3.9M 0.12% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 34,968 $3.87M 0.04% -1,201 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 34,774 $3.85M 0.14% -4,000 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 34,211 $3.78M 0.01% -126 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,924 $3.75M 0.01% -22,735 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 33,656 $3.72M 0.02% +6,207 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 33,380 $3.69M 1.07% -311 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 33,143 $3.67M 0.69% +1,075 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 32,355 $3.58M 0.21% -1,331 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 32,313 $3.57M 0.44% -3,247 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 32,204 $3.56M 1.74% -1,207 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 31,934 $3.53M 3.13% +21,175 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 31,720 $3.51M 0.02% +16,250 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 31,458 $3.48M 1.5% new 13F-HR Timeline ROYCE & ASSOCIATES LP More: the full row for ROYCE & ASSOCIATES LP 30,702 $3.4M 0.03% new 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 30,678 $3.39M <0.01% +9,294 13F-HR Timeline Group Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 30,572 $3.38M 1.45% +859 13F-HR Timeline InvesTrust More: the full row for InvesTrust 30,306 $3.35M 1.23% -120 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 30,028 $3.32M 2.24% -1,187 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 28,607 $3.16M 0.17% -1,325 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 28,563 $3.16M 0.08% +3,202 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 27,680 $3.06M 0.52% -1,085 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 27,450 $3.04M 0.89% +930 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 27,256 $3.01M 0.27% -373 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,676 $2.95M 0.02% +973 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 26,392 $2.92M 0.04% -1,733 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 26,161 $2.89M 0.04% -600 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 26,149 $2.89M 0.22% -421 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 26,118 $2.89M 0.32% -553 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 26,076 $2.88M 0.04% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 26,059 $2.88M 0.12% -2,868 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 25,729 $2.85M 0.11% -11,586 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 25,611 $2.83M 0.08% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 25,595 $2.83M 0.36% -292 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 25,594 $2.83M 0.01% +14,975 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 24,488 $2.71M 1.04% +265 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 24,083 $2.66M 0.04% -1,404 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 23,569 $2.61M 0.7% -1,467 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 23,356 $2.58M 1.76% +1,224 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 22,936 $2.54M 0.8% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 22,787 $2.52M 0.03% -826 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 22,772 $2.52M 0.07% -42 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 22,297 $2.47M 0.56% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 22,268 $2.46M 1.71% -2,017 13F-HR/A 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 22,238 $2.46M <0.01% -1,874 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 21,520 $2.39M 0.13% +4 13F-HR/A Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 21,533 $2.38M 0.03% -87 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 21,308 $2.36M 0.08% -457 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 20,900 $2.31M 0.33% 0 13F-HR Timeline Group