MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,210,240 $380M 0.02% +109,315 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/ 3,148,988 $373M 0.03% -93,761 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,940,467 $230M 17.63% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 1,632,259 $193M 0.01% +309,552 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,432,802 $170M 0.03% +173,373 13F-HR/A Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,099,990 $130M +44,718 Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 927,820 $110M 20.72% new 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 869,840 $103M 0.03% -26,188 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 846,373 $100M 0.02% +136,605 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 775,003 $91.8M 1.06% -9,677 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 711,589 $84.3M 1.01% -27,566 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 589,535 $69.8M +205,122 Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 559,450 $66.3M 0.22% +5,682 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 554,609 $65.7M 0.04% -3,058 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 550,910 $65.3M 0.01% +33,430 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 503,966 $59.7M 0.06% +1,869 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 473,681 $56.1M 0.08% -18,469 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 411,838 $48.9M 0.84% +408,412 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 399,861 $47.4M 0.01% +85,165 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 375,660 $44.5M 0.03% -6,563 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 374,664 $43.7M 0.02% +37,935 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 367,261 $43.5M 0.28% -15,338 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 342,789 $40.6M 0.65% +42,188 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 323,815 $38.4M +5,804 Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 327,688 $38M <0.01% +7,746 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 302,770 $35.9M 0.03% -2,953 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 281,640 $33.4M 13% -2,517 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 279,650 $33.1M 1.03% -3,264 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 277,235 $32.9M 0.05% +119,919 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 272,120 $32.2M 15.92% new 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 269,055 $31.9M 0.73% -1,785 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 255,162 $30.2M 0.04% +35,927 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 253,249 $30M 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. 251,891 $29.8M 0.05% -1,353 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 250,385 $29.7M 0.03% +22,513 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 237,895 $28.2M 2.46% +12,684 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 231,885 $27.5M 0.65% -11,423 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 216,542 $25.6M +7,539 Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 197,334 $23.4M 0.04% -1,828 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 197,058 $23.3M 0.96% -207 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 196,117 $23.2M 0.03% +1,655 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 189,997 $22.5M 0.25% +15,130 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 184,883 $21.9M 0.12% -50 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 174,677 $20.7M 0.16% +9,410 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 171,374 $20.3M 3.22% -1,766 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 168,133 $19.9M 0.01% +15,740 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 166,774 $19.8M 0.12% -12,502 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 152,411 $18.1M +89,254 Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 152,151 $18M 0.03% -31,105 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 143,902 $17M 0.08% -5,394 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 139,869 $16.6M 0.06% -1,264 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 138,278 $16.4M 0.04% +56,000 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 137,472 $16.3M 2.83% -4,412 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 132,859 $15.7M 0.54% +132,532 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 128,124 $15.2M 0.11% +2,473 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 127,605 $15.1M <0.01% -733 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 123,487 $14.6M 0.02% -25,084 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 117,833 $14M 0.99% +11,566 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 117,453 $13.9M 1.92% -9,593 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 113,743 $13.5M 1.29% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 110,432 $13.1M 0.02% +20,942 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 110,103 $13M 1.16% -233 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 108,686 $12.9M 0.29% +79,265 13F-HR/A Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 108,067 $12.8M 0.05% +6,539 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 104,318 $12.4M 0.09% +851 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 101,813 $12.1M 0.57% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 99,335 $11.8M 0.11% +37,300 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 96,173 $11.4M 0.08% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 95,295 $11.3M 0.02% -13,097 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 93,216 $11M 0.02% -4,888 13F-HR Timeline Group LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 85,090 $10.1M 1.28% -15,883 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 84,406 $10M 1.62% -3,449 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 83,705 $9.91M 0.72% -30,160 13F-HR Timeline HOME FEDERAL BANK OF TENNESSEE More: the full row for HOME FEDERAL BANK OF TENNESSEE 83,510 $9.89M 2.47% -1,824 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 83,194 $9.85M 0.05% -37 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 82,919 $9.82M 0.02% +167 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 82,509 $9.77M 0.27% -13,415 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 81,993 $9.71M 0.16% +1,879 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 81,898 $9.7M 1.19% -6,608 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 81,470 $9.65M +68,266 Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 80,110 $9.49M 2.26% +1,886 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 78,565 $9.31M 0.2% -627 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 77,898 $9.23M 0.5% +27 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 77,216 $9.15M 0.15% -1,581 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 76,707 $9.09M 2.69% -2,359 13F-HR Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 76,543 $9.07M 0.01% +68,694 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 76,303 $9.04M 0.12% +2,480 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 75,590 $8.95M 0.07% +2,188 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 72,891 $8.63M 0.13% -768 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 72,337 $8.57M 0.48% -4,429 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 71,342 $8.45M 0.96% -142 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 65,296 $8.35M 0.19% -1,593 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 69,962 $8.29M 0.04% -1,046 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 69,653 $8.25M 0.98% +7,118 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 69,324 $8.21M 0.03% +7,301 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 69,270 $8.21M 0.63% new 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 68,231 $8.08M 4.38% +12,646 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 67,664 $8.02M 0.1% +3,834 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 67,429 $7.99M 3.88% -2,726 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 66,309 $7.85M 0.63% -3,598 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 65,508 $7.76M 2.05% -898 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 64,138 $7.6M 5.62% +1,338 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 63,622 $7.54M 0.04% -14,661 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 63,554 $7.53M 5.39% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 62,870 $7.45M 0.08% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110,145 $7.41M 0.02% -123,283 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 61,924 $7.33M 0.01% -636 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 61,040 $7.23M 0.08% +310 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 60,742 $7.19M 0.32% +2,468 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 60,517 $7.17M 0.01% -2,682 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 60,930 $6.93M 0.34% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 58,148 $6.89M 1.95% +1,176 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 57,932 $6.86M 0.03% +2,911 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 57,844 $6.85M 0.01% +11,579 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 56,601 $6.7M 0.25% +153 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 56,475 $6.69M 0.19% +3,776 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 54,109 $6.41M 0.53% -1,913 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 54,058 $6.4M 1.12% -676 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 53,549 $6.34M 0.63% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 51,220 $6.07M <0.01% -50 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 50,755 $6.01M 3.21% -1,440 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 50,002 $5.92M 0.26% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 49,704 $5.89M 0.6% -2,502 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 49,583 $5.87M 2.07% +1,123 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 48,644 $5.76M 0.02% -1,372 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 47,812 $5.69M 0.18% -14,185 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 47,927 $5.68M 1.8% 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 46,967 $5.56M 0.12% +508 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 45,926 $5.44M 0.08% +5,860 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 45,890 $5.44M 0.39% -820 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 45,848 $5.43M 2% -722 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 45,786 $5.42M 0.56% -1,736 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 45,700 $5.41M 0.22% 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 $5.39M 0.18% 0 13F-HR Timeline Group INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 45,000 $5.33M 0.82% +3,500 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 44,870 $5.32M 0.01% +1,054 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 44,590 $5.28M 0.1% +274 13F-HR/A Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 44,551 $5.28M 0.4% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 44,320 $5.25M 0.13% -2,109 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 43,178 $5.11M 0.07% -333 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 $5.04M 0.09% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 42,524 $5.04M 0.26% new 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 42,331 $5.01M 0.34% -527 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 41,970 $4.99M 0.45% -2,069 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 41,841 $4.96M 1.79% -130 13F-HR/A Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 41,689 $4.94M 0.35% -35,735 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 41,679 $4.94M 0.51% +422 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 41,529 $4.93M 0.01% +41,093 13F-HR Timeline Group First Citizens Financial Corp More: the full row for First Citizens Financial Corp 40,403 $4.79M 2.26% -69 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 40,049 $4.74M 0.54% +986 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 39,779 $4.71M 0.63% +7,986 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 39,523 $4.68M 1.71% -198 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 38,530 $4.56M 0.38% 0 13F-HR Timeline Salus Financial Advisors, LLC More: the full row for Salus Financial Advisors, LLC 38,344 $4.54M 2.65% -339 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 38,336 $4.54M 2.33% +68 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 37,181 $4.4M 0.01% +1,685 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 36,939 $4.38M 0.01% +10,853 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 37,896 $4.31M 0.31% +22 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 36,265 $4.3M 0.14% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 35,668 $4.22M 1.37% -122 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 35,399 $4.19M 3.2% -457 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 34,532 $4.09M 1.38% -20,138 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 34,206 $4.05M 0.04% -329 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 33,777 $4M 0.09% -405 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 32,804 $3.89M 0.15% -1,890 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 32,649 $3.87M 0.02% -1,358 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 32,568 $3.86M 1.03% -2,817 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 32,137 $3.81M 0.21% -12,195 13F-HR/A Timeline Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 32,013 $3.79M 1.19% -836 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 31,995 $3.79M 0.02% +17,223 13F-HR Timeline Mainsail Financial Group, LLC More: the full row for Mainsail Financial Group, LLC 31,258 $3.7M 1.54% -276 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 31,034 $3.68M 0.1% -4,200 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 30,588 $3.62M 0.45% -638 13F-HR Timeline InvesTrust More: the full row for InvesTrust 29,817 $3.53M 1.48% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 29,752 $3.52M 0.01% -13,641 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 29,371 $3.48M 1.33% +24,163 13F-HR Timeline Evensky & Katz LLC More: the full row for Evensky & Katz LLC 29,313 $3.47M 0.2% -2,732 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 29,277 $3.47M 2.37% -261 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 28,829 $3.41M 1.57% -532 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,801 $3.41M <0.01% -3,555 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,644 $3.39M 0.02% -1,836 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 28,299 $3.35M 1.42% -3,463 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 27,920 $3.3M 0.02% +1,760 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 27,791 $3.29M 2.01% +324 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 27,426 $3.25M 0.96% -728 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 28,304 $3.22M 0.02% -7,193 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 27,117 $3.21M 0.02% +14,980 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 27,001 $3.2M 0.18% -182 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 26,646 $3.16M 0.07% -1,711 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 26,400 $3.13M 0.26% -56 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 25,794 $3.06M 0.14% +30 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 25,708 $3.05M 0.57% -1,018 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 25,700 $3.04M <0.01% -47,400 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 25,611 $3.03M 0.09% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 25,591 $3.03M 1.19% +298 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 25,471 $3.02M 0.31% -647 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 25,418 $3.01M 0.41% -27,543 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 25,341 $3M 1.03% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 25,193 $2.98M 0.04% -198 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 25,182 $2.98M 1.57% new 13F-HR Timeline