MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,174,467 $567M 0.03% -15,951 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/ 2,049,349 $366M 0.02% +2,890 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 1,862,555 $333M 0.01% -15,567 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,119,852 $200M 0.31% +74,385 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1,094,482 $195M 0.03% +59,999 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,056,380 $189M 0.04% +25,135 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 923,019 $165M -169,920 Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 833,353 $149M 0.07% -33,801 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 764,942 $137M 0.07% -115,129 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 552,733 $98.7M 0.03% +16,183 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 503,632 $89.9M 0.26% +62,523 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 486,724 $86.9M 0.11% +4,544 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 433,131 $76.5M <0.01% +12,375 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 408,157 $72.9M 0.01% +81,379 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 362,011 $64.7M 0.06% -3,954 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 351,350 $62.8M 0.28% +4,588 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 348,502 $62.2M 0.07% +86,764 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 335,412 $59.9M 0.01% -4,038 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 308,932 $55.2M 0.06% +57,477 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 300,536 $53.7M 0.07% +26,713 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 289,429 $51.7M -6,309 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 259,022 $45.7M 0.02% +5,638 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 249,525 $44.6M 2.84% +392 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 229,363 $41M 0.3% -3,192 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 218,647 $39.1M +13,110 Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 204,482 $36.5M 0.06% -4,635 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 199,352 $35.6M 0.24% +78,307 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 197,196 $35.2M 2.74% +7,167 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 182,834 $32.7M 2.07% +4,302 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 182,053 $32.5M 0.6% -6,769 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 177,585 $31.7M -718 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 176,832 $31.6M 0.03% -26,196 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 169,475 $30.3M 2.84% +5,454 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 164,793 $29.4M 0.03% -16,420 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 156,039 $27.9M 1.02% -1,593 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 139,080 $24.8M 0.23% +128,707 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 132,675 $23.7M 0.04% -1,804 13F-HR Timeline Group Pacific Life Fund Advisors LLC More: the full row for Pacific Life Fund Advisors LLC 131,406 $23.5M 2.58% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 128,295 $22.9M 0.16% +1,463 13F-HR Timeline Group Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 128,012 $22.9M 6.22% -1,844 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 124,135 $22.2M 0.12% -4,945 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 122,895 $22M 0.02% -3,441 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 118,034 $21.1M 0.03% -5,229 13F-HR/A Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 115,133 $20.6M 0.01% +3,144 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 110,713 $19.8M 2.83% -1,151 13F-HR Timeline INSPIRE TRUST CO, N.A. More: the full row for INSPIRE TRUST CO, N.A. 110,000 $19.6M 2.7% +8,000 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 101,601 $18.1M 0.07% +4,952 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 101,162 $18.1M 0.34% -1,041 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 96,350 $17.2M 6.02% -2,680 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 94,971 $17M 0.37% +250 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 94,470 $16.9M 0.06% +152 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 91,425 $16.3M -8,100 Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 88,653 $15.8M 1.73% -6,270 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 88,324 $15.8M 0.09% +2,719 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 86,561 $15.5M 0.06% +4,960 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 84,506 $15.1M 0.03% +17,130 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 81,566 $14.6M 0.05% -1,096 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 81,033 $14.5M <0.01% +4,167 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 75,202 $13.4M 0.04% +27,534 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 72,593 $13M 0.02% +8,000 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 70,848 $12.7M 0.08% +574 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 69,248 $12.4M 0.02% +1,696 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 68,525 $12.2M 1.4% +175 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 67,084 $12M 1.21% -1,075 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 66,197 $11.8M 0.01% -3,084 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 66,055 $11.8M 0.06% -2,302 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 65,824 $11.8M 0.01% +10,815 13F-HR/A Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 65,557 $11.7M 0.03% -18,936 13F-HR/A Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 64,535 $11.5M 1.05% -4,475 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 63,999 $11.4M <0.01% -720 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 63,450 $11.3M 0.41% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 63,402 $11.3M 0.16% +58,145 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 62,510 $11.2M <0.01% 0 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 61,082 $10.9M 0.01% +40,345 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 60,086 $10.7M 1.32% +1,087 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 59,609 $10.6M 2.34% +58,123 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 58,134 $10.4M 0.09% +1,591 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 57,390 $10.2M 0.51% +1,422 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 59,814 $10.2M 0.84% -2,422 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 56,839 $10.2M <0.01% +3,058 13F-HR Timeline Group StoryOne LLC More: the full row for StoryOne LLC 53,324 $9.52M 4.5% +53,324 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 53,150 $9.49M 0.25% +486 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 52,000 $9.29M 1.99% +908 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 50,908 $9.09M 0.23% -971 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 50,548 $9.03M 2.2% -2,243 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 47,914 $8.56M 4.73% +414 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 44,864 $8.01M 0.96% +18,155 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 43,936 $7.85M 0.11% +2,899 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 43,847 $7.83M 0.1% -2,220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 43,314 $7.74M 2.01% +12,767 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 42,440 $7.58M 0.21% -82 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 42,434 $7.57M 2.93% -227 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 41,610 $7.43M 1.81% +3,454 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 40,897 $7.3M 0.08% +3,470 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 40,837 $7.29M 0.6% -598 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 42,054 $7.22M 0.14% -887 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 39,658 $7.08M 0.26% -300 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 39,575 $7.07M 2.01% -395 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 39,094 $6.98M 0.23% +834 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 37,336 $6.67M 0.1% +1,242 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 36,780 $6.57M <0.01% -800 13F-HR Timeline Group Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 36,670 $6.55M 0.22% -3,800 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 35,464 $6.33M 1.07% -6,612 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 35,060 $6.26M 0.92% +47 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 35,009 $6.25M 0.94% +2,830 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 34,880 $6.08M 0.01% +4,374 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 33,671 $6.01M 3.31% +197 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 33,603 $6M 1.35% -179 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 33,140 $5.92M 0.01% +3,245 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 32,931 $5.88M 2.46% -57 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 32,879 $5.87M 0.03% -3,053 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 32,748 $5.85M 1.86% -368 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 31,660 $5.65M 4% 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 30,438 $5.44M 0.03% +184 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 30,337 $5.42M 0.03% +218 13F-HR Timeline Group Guidance Point Advisors, LLC More: the full row for Guidance Point Advisors, LLC 30,314 $5.42M 1.14% +67 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 29,380 $5.25M 0.06% +1,753 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 29,291 $5.23M 0.01% +229 13F-HR Timeline Group Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 29,240 $5.22M 3.45% -30 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 28,965 $5.17M 0.46% +400 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 28,943 $5.17M <0.01% +235 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 28,840 $5.15M 0.11% -772 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 28,704 $5.13M 0.02% +4,583 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 28,544 $5.1M 0.17% -4,412 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 28,440 $5.08M 2.06% -1,944 13F-HR Timeline LTG Capital LLC More: the full row for LTG Capital LLC 28,348 $5.06M 3.39% -592 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 28,261 $5.05M 0.02% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 28,248 $5.05M 0.05% -111 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 27,766 $4.96M 0.08% +1,020 13F-HR Timeline Stone Wealth Partners More: the full row for Stone Wealth Partners 26,920 $4.81M 3.52% +678 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 26,440 $4.72M 0.18% +1,941 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 25,824 $4.61M 0.02% -3,474 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 25,392 $4.54M 0.07% +566 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 24,159 $4.31M 0.49% -260 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 23,936 $4.28M 0.01% +3,756 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 23,856 $4.26M 0.02% +16,401 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,508 $4.2M 0.02% -5,860 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 22,949 $4.1M 0.1% +1,232 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,903 $4.09M 0.02% +2,613 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 22,826 $4.08M 2.25% -270 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 22,596 $4.04M 1.66% -372 13F-HR Timeline STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 21,918 $3.91M 0.74% -275 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 21,904 $3.91M 1.44% -1,096 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 21,580 $3.85M 1.37% -1,664 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 21,518 $3.84M 0.4% +98 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 21,232 $3.79M 0.48% -124 13F-HR/A Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 20,524 $3.67M 0.18% +85 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 20,280 $3.62M 0.07% new 13F-HR Timeline John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 19,744 $3.53M 4.86% -527 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 19,199 $3.43M 0.08% -8 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 18,931 $3.38M 2.06% -199 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 18,870 $3.37M 0.21% +127 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 18,843 $3.37M 2.81% -83 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 18,728 $3.34M 0.58% +340 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 18,356 $3.28M 1.64% -34,684 13F-HR/A Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 18,014 $3.22M <0.01% +15,705 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 17,475 $3.12M 0.18% -203 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 17,350 $3.1M 0.7% -398 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 17,007 $3.04M 0.02% -23 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 16,946 $3.03M 0.05% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 16,890 $3.02M <0.01% +6,523 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 16,847 $3.01M 1.57% +252 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 16,818 $3M 0.11% -205 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 17,364 $3M 1.28% +884 13F-HR Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 16,685 $2.98M 0.8% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 16,669 $2.98M 1.15% -306 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 16,632 $2.97M 1.25% -4,747 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 16,329 $2.92M 0.04% -1,482 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 16,037 $2.82M 0.33% -285 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 15,737 $2.81M 0.26% +1,048 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 15,727 $2.81M 1.55% +136 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 15,679 $2.8M 0.37% +581 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 15,612 $2.79M 0.6% +4,491 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 15,594 $2.79M 0.2% -164 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 15,589 $2.78M 0.02% -59 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,374 $2.75M 0.04% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 15,366 $2.74M 0.04% -109 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 14,973 $2.67M 0.97% -56 13F-HR Timeline Capital Squared Financial LLC More: the full row for Capital Squared Financial LLC 14,560 $2.6M 1.7% -121 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,383 $2.57M 0.01% +2,022 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 14,208 $2.54M <0.01% +28 13F-HR Timeline Group SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 14,129 $2.52M 0.81% +241 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 13,587 $2.43M 0.54% -592 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,359 $2.39M 0.03% +239 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,154 $2.35M 0.01% +510 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 13,128 $2.34M 1.06% -558 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 13,096 $2.34M 0.13% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 13,035 $2.33M 0.26% -700 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 15,996 $2.31M 0.06% 0 13F-HR Timeline MATHER GROUP, LLC. 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