BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 3,242,749 $369M 0.03% -42,815 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,100,925 $353M 0.02% -241,344 13F-HR/A Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,322,707 $150M 0.01% +191,359 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,259,429 $143M 0.03% -42,715 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,055,272 $120M -65,930 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 896,028 $102M 0.03% -268 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 784,680 $89.2M 1.09% -48,615 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 739,155 $84.1M 0.97% -90,519 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 709,768 $80.7M 0.02% -3,722 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. 557,667 $63.4M 0.03% -11,501 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 553,768 $63M 0.2% -32,883 13F-HR/A Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 517,480 $58.8M 0.01% +33,000 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 502,097 $57.1M 0.06% +113,896 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 492,150 $56M 0.07% -34,649 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 384,413 $43.7M -230,771 Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 382,599 $43.5M 0.28% -29,576 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 382,223 $43.5M 0.03% +1,735 13F-HR/A Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 336,729 $38.3M 0.02% +11,120 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 319,942 $36.4M <0.01% +13,951 13F-HR Timeline Group Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 318,011 $36.2M +159,144 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 314,696 $35.8M 0.01% -21,431 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 305,723 $34.8M 0.03% -4,388 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 300,601 $34.2M 0.56% -61,720 13F-HR/A Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 284,157 $32.3M 12.53% -20,850 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 282,914 $32.2M 1.02% -3,390 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 270,840 $30.8M 0.68% -2,374 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 254,344 $28.9M 0.01% -1,095 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 253,244 $28.8M 0.04% -7,157 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 233,428 $27.7M 0.04% -7,721 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 243,308 $27.7M 0.62% +242,975 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 227,872 $25.9M 0.03% -37 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 225,211 $25.6M 2.36% +2,556 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 219,235 $24.9M 0.03% -1,262 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 209,003 $23.8M +10,184 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 199,162 $22.6M 0.04% +9,493 13F-HR/A Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 197,265 $22.4M 0.92% -632 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 194,462 $22.1M 0.03% -1,422 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 184,933 $21M 0.12% -872 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 183,256 $20.8M 0.03% +81,201 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 179,276 $20.4M 0.12% -13,860 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 174,867 $19.9M 0.27% -34,177 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 173,140 $19.7M 3.15% -2,418 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 165,267 $18.8M 0.14% -1,160 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 157,316 $17.9M 0.03% -12,425 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 152,393 $17.3M 0.01% +2,171 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 149,296 $17M 0.1% -7,428 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 148,571 $16.9M 0.02% -8,299 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 141,884 $16.1M 2.81% -998 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 141,133 $16M 0.06% -2,362 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 132,771 $15.1M 0.73% -215,857 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 128,338 $14.6M <0.01% -7,111 13F-HR/A Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 127,046 $14.4M 1.98% -374 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 125,651 $14.3M 0.12% -5,185 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 113,865 $12.9M 0.83% -9,075 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 110,336 $12.5M 1.13% -426 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 108,392 $12.3M 0.02% +6,325 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 106,267 $12.1M 0.9% +23,506 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 103,467 $11.8M 0.09% 13F-HR/A Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 100,973 $11.5M 1.4% +9,402 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 101,528 $11.2M 0.04% +4,165 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 98,104 $11.2M 0.02% +23,147 13F-HR/A Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 95,924 $10.9M 0.33% -233,034 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 95,512 $10.9M 0.04% +5,958 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 89,490 $10.2M 0.02% +3,116 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 88,506 $10.1M 1.23% -5,584 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 87,855 $9.99M 1.62% -242 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 85,334 $9.7M 2.52% +275 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 83,231 $9.47M 0.04% 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 82,752 $9.41M 0.02% +4,641 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 82,278 $9.36M 0.02% +10,162 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 80,114 $9.11M 0.15% -552 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 79,192 $9.01M 0.19% -171 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 79,066 $8.99M 2.71% -177 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 78,797 $8.96M 0.18% +50,234 13F-HR Timeline Polianta Ltd More: the full row for Polianta Ltd 78,300 $8.9M 1.17% +5,700 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 78,283 $8.9M 0.06% +73,059 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 78,224 $8.9M 2.06% -182 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 77,871 $8.86M 0.48% -950 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 77,424 $8.8M 0.58% -2,102 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 76,766 $8.73M 0.49% -6,868 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 73,823 $8.4M 0.12% +5,584 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 73,659 $8.38M 0.13% -15,771 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 73,402 $8.35M 0.1% -1,088 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 73,100 $8.31M 0.01% +54,600 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 66,889 $8.13M 0.2% +85 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 71,484 $8.13M 0.92% -588 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 71,008 $8.08M 0.04% -1,169 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 70,155 $7.98M 3.77% -3,225 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 69,907 $7.95M 0.65% -1,650 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 66,406 $7.55M 1.94% -356 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 63,830 $7.26M 0.09% +6,049 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 61,997 $7.21M 0.16% -2,277 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 63,199 $7.19M 0.01% -6,594 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 63,157 $7.18M -3,803 Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 62,800 $7.14M 5.27% +2,154 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 62,560 $7.11M 0.01% -1,756 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 62,535 $7.11M 0.85% +843 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 62,035 $7.05M 0.08% +8,318 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 62,023 $7.05M 0.03% +5,693 13F-HR Timeline Group SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 60,930 $6.93M 0.33% -684 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 60,730 $6.91M 0.08% +24,140 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 58,274 $6.63M 0.31% +54,719 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 54,734 $6.57M 1.11% -2,181 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 56,972 $6.48M 1.92% -121 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 56,448 $6.42M 0.24% +1,951 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 56,022 $6.37M 0.51% 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 55,585 $6.32M 2.86% +599 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 55,021 $6.26M 0.03% -6,759 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 53,549 $6.09M 0.58% +770 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 52,961 $6.02M 0.8% +4 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 54,670 $6.02M 2.09% +2,894 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 52,699 $5.99M 0.17% +1,299 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 52,206 $5.94M 0.6% -2,965 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 52,195 $5.94M 3.11% +10 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 51,270 $5.83M <0.01% -870 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 50,016 $5.69M 0.02% +28 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 48,761 $5.54M 0.01% +9,918 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 48,460 $5.51M 1.96% +121 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 47,522 $5.4M 0.49% -4,863 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 46,710 $5.31M 0.38% +843 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 46,570 $5.3M 1.91% -445 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46,459 $5.28M 0.12% +894 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 46,429 $5.28M 0.12% -5,302 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 46,265 $5.26M 0.01% +12,341 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 45,700 $5.2M 0.2% 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 45,488 $5.17M 0.17% +120 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 44,039 $5.12M 0.45% -1,150 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 44,332 $5.04M 0.28% +269 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 44,316 $5.04M 0.09% -1,208 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 40,162 $5M 3.95% 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 43,816 $4.98M 0.01% +1,199 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 43,511 $4.95M 0.07% -558 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 43,393 $4.93M 0.01% +4,155 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 42,858 $4.87M 0.33% -954 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 $4.84M 0.09% 0 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 41,971 $4.77M 1.71% +537 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 41,500 $4.72M 0.77% +3,500 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 41,257 $4.69M 0.5% +1,192 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 40,472 $4.6M 2.27% -120 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 40,066 $4.6M 0.06% +3,031 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 39,721 $4.52M 1.65% -42 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 39,063 $4.44M 0.49% -1,320 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 38,683 $4.4M 2.64% +1,082 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 38,530 $4.38M 0.36% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 38,268 $4.35M 2.22% +610 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 37,874 $4.31M 0.32% -811 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 35,856 $4.08M 3.18% -773 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35,790 $4.07M 1.25% -407 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 35,496 $4.04M 0.01% +1,285 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 35,497 $4.04M 0.03% +8,821 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 35,234 $4.01M 0.12% 0 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 34,694 $3.95M 0.14% -80 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 34,535 $3.93M 0.04% -433 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 35,385 $3.91M 1.05% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 34,182 $3.89M 0.09% -3,684 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 34,007 $3.87M 0.02% 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 33,143 $3.77M 0.7% 0 13F-HR Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 32,849 $3.74M 1.08% -531 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 32,356 $3.68M <0.01% +1,678 13F-HR Timeline Group Evensky & Katz LLC More: the full row for Evensky & Katz LLC 32,045 $3.64M 0.21% -310 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 31,793 $3.62M 0.48% -7,285 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 31,762 $3.61M 1.64% -442 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 31,534 $3.59M 1.49% +962 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 31,226 $3.55M 0.45% -1,087 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,480 $3.47M 0.02% -6,771 13F-HR Timeline InvesTrust More: the full row for InvesTrust 29,817 $3.39M 1.31% -489 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 29,538 $3.36M 2.25% -490 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 29,421 $3.35M 0.07% -7,266 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 29,361 $3.34M 1.39% -2,097 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 28,363 $3.23M 2.8% -3,571 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 28,357 $3.22M 0.07% -18,488 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,314 $3.22M 0.01% -5,342 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 28,154 $3.2M 0.92% +704 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 27,467 $3.12M 1.9% +4,111 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 27,183 $3.09M 0.17% -1,424 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 26,726 $3.04M 0.51% -954 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 26,456 $3.01M 0.26% -800 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 26,160 $2.97M 0.02% +8,038 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 26,092 $2.97M 0.24% -57 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,086 $2.97M 0.01% +492 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 25,764 $2.93M 0.12% -295 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 25,611 $2.91M 0.08% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 25,444 $2.89M 0.11% -285 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 25,391 $2.89M 0.04% -685 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 26,118 $2.88M 0.3% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 25,293 $2.88M 1.12% +805 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 24,793 $2.82M 0.01% +9,018 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 24,133 $2.81M 0.34% -1,462 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 24,094 $2.74M 0.04% +11 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24,037 $2.73M 0.04% -2,355 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 23,913 $2.72M 0.04% -2,248 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 21,739 $2.69M 0.71% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 23,569 $2.68M 0.57% 0 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 22,936 $2.61M 0.72% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 21,483 $2.58M 0.14% -37 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 22,681 $2.58M 0.03% -106 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 22,049 $2.51M 0.07% -723 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 22,021 $2.5M 1.53% -247 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 21,855 $2.49M 0.52% -442 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 21,533 $2.45M 0.03% 0 13F-HR Timeline