PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 975,283 $101M 1.49% -19,250 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 961,133 $99.1M 0.01% -102,694 13F-HR/A Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 939,199 $96.9M 0.84% -897,919 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/ 885,366 $91.3M 0.01% +18,733 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 605,098 $62.4M 0.05% -602,088 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 551,396 $56.9M 0.01% +5,396 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 414,848 $42.8M 0.1% +45,959 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 366,512 $37.8M 0.01% +7,706 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 273,892 $28.2M <0.01% +10,780 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 216,307 $22.3M 0.01% +3,811 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 199,422 $20.6M 3.73% +6,395 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 187,398 $19.3M 0.01% +26,890 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 181,898 $18.8M 0.42% +181,887 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 164,902 $17M 0.02% +173 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 154,158 $15.9M 0.02% -7,865 13F-HR Timeline Group TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 143,700 $14.8M 0.02% +37,700 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 131,631 $13.6M 0.19% +8,631 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 118,740 $12.2M 0.2% -7,559 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 111,607 $11.5M <0.01% -5,885 13F-HR/A Timeline Group ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 106,471 $11M 4.82% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 71,104 $7.33M 1.1% +8,894 13F-HR Timeline Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 58,900 $6.11M 0.04% 0 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 57,118 $5.89M 0.09% +149 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 55,608 $5.74M 0.02% -17,952 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 52,171 $5.38M <0.01% +5,419 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 52,031 $5.37M 1.42% +2,312 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 49,931 $5.15M 2.54% -952 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 48,285 $4.98M 0.03% -4,623 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 47,165 $4.86M <0.01% +2,544 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 44,873 $4.63M 0.27% +8,997 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 42,516 $4.38M 2.02% -68 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 41,692 $4.3M 1.51% +41,097 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 40,819 $4.21M 1.32% +6,231 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 38,743 $4M <0.01% -2,026 13F-HR/A Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 38,551 $3.98M <0.01% new 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 38,450 $3.97M 0.06% +7,938 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 38,254 $3.95M <0.01% -5,932 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 37,902 $3.91M 0.01% -23,573 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,577 $3.77M 0.01% +34,598 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34,090 $3.52M 0.01% +136 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,160 $3.42M 0.02% -423 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 32,441 $3.35M 2.72% +7 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 31,540 $3.25M 0.01% +1,375 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 30,969 $3.19M <0.01% +3,297 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 30,062 $3.1M 0.83% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 28,553 $2.94M <0.01% -7,393 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 26,899 $2.77M 1.98% +2,078 13F-HR Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 26,330 $2.72M 0.29% -86 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 25,970 $2.68M <0.01% new 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 20,921 $2.16M <0.01% +1,663 13F-HR Timeline Group Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 20,823 $2.15M 0.78% -1,598 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 20,309 $2.09M 0.21% -981 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 18,889 $1.95M 0.07% +274 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 18,719 $1.93M 0.11% -325 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 18,590 $1.92M <0.01% -13,322 13F-HR Timeline Group WealthCare Asset Management, LLC More: the full row for WealthCare Asset Management, LLC 18,102 $1.9M 1.75% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 17,766 $1.83M 0.12% +4,281 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 16,393 $1.69M 0.58% -858 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 16,332 $1.68M <0.01% +5,966 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,327 $1.58M 0.03% -694 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 14,583 $1.5M 1.48% 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,531 $1.5M <0.01% -11 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,438 $1.49M 0.03% -1,161 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 14,349 $1.48M 0.01% -321 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 14,343 $1.48M 0.65% +426 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 14,305 $1.48M 0.59% -458 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 13,928 $1.44M 0.08% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 13,300 $1.37M <0.01% +43 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 13,025 $1.34M <0.01% +2,691 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 12,479 $1.29M <0.01% -332 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 12,331 $1.27M <0.01% -2,716 13F-HR/A Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 11,952 $1.23M 0.03% 0 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 11,738 $1.21M 0.28% +145 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 11,387 $1.17M 0.94% -131 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 11,212 $1.16M 0.08% -110 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,130 $1.15M 0.01% +1,780 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,111 $1.15M 0.26% +159 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 11,000 $1.13M 0.35% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,944 $1.13M <0.01% +430 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 10,758 $1.11M <0.01% new 13F-HR Timeline Group WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 10,697 $1.1M 0.22% +871 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 10,534 $1.09M 0.19% +1,736 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,509 $1.08M 0.01% +440 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,384 $1.07M 0.07% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,041 $1.04M 0.01% -251 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,925 $1.02M 0.03% new 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 9,609 $1.01M 0.14% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,085 $937K 0.01% +2,405 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,076 $936K 0.01% -333 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,483 $875K 0.07% -104 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,457 $872K 0.02% +645 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,370 $863K 0.01% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 8,305 $857K 0.63% +1,991 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 8,000 $825K 0.24% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 7,853 $822K 0.17% -1,070 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 7,924 $817K <0.01% +2,450 13F-HR Timeline Group REDSTONE WEALTH MANAGEMENT, LLC More: the full row for REDSTONE WEALTH MANAGEMENT, LLC 7,682 $792K 0.63% 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,551 $779K 0.09% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,535 $777K <0.01% -4 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,421 $765K 0.01% -692 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,306 $753K <0.01% -22,935 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,994 $721K <0.01% +181 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 6,710 $692K 0.35% new 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 6,596 $680K 0.25% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 6,430 $663K <0.01% -508 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 6,331 $653K 0.01% +6 13F-HR Timeline Group Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,263 $646K 0.01% new 13F-HR Timeline Group MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 6,126 $632K <0.01% +1,199 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,096 $629K <0.01% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,001 $619K <0.01% 0 13F-HR/A Timeline Group COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 5,975 $616K 0.03% -16 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,858 $604K 0.03% -622 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,800 $598K 0.01% +1,978 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,520 $579K 0.01% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 5,584 $576K 0.1% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 5,500 $567K 0.09% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,478 $565K 0.03% -1,222 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,446 $562K 0.01% +3 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 5,407 $558K <0.01% -154 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,340 $551K 0.02% +511 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,285 $545K <0.01% 0 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. 5,254 $542K <0.01% -2,252 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,220 $538K <0.01% -402 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,218 $538K 0.01% -6 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 5,068 $523K 0.07% -320 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,932 $509K 0.01% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,909 $506K 0.01% 0 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,854 $501K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,820 $497K 0.01% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,744 $489K 0.13% -47 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,704 $485K 0.01% +1,636 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,440 $458K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,338 $447K -237 Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,310 $445K 0.03% +1 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,273 $441K 0.02% +80 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 4,260 $439K <0.01% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,249 $438K <0.01% +1,397 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,196 $433K 0.04% -677 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 4,087 $421K 0.11% 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 4,000 $413K 0.05% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,000 $413K 0.01% 0 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 3,978 $410K 0.21% -259 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,975 $410K 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,974 $410K <0.01% -1,511 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,888 $401K 0.14% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,797 $392K <0.01% -33 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,555 $373K <0.01% +596 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,617 $373K <0.01% +3,317 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,604 $372K 0.01% 0 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,584 $370K <0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,575 $369K <0.01% +1,069 13F-HR/A Timeline Group Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,512 $362K 0.15% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,460 $357K 0.08% -557 13F-HR Timeline Capital Developers, LLC More: the full row for Capital Developers, LLC 3,459 $357K 0.32% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,448 $356K <0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,377 $348K 0.01% +244 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3,283 $339K 0.16% 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,269 $337K 0.08% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 3,265 $337K 0.13% +2 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 3,235 $334K 0.1% -10 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,200 $330K <0.01% -1,500 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,165 $326K <0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,001 $318K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,992 $309K <0.01% +37 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,918 $301K <0.01% +50 13F-HR Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,912 $300K 0.05% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,896 $299K 0.12% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,859 $295K 0.01% -1,941 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,829 $292K 0.07% +1 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,734 $282K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,725 $281K <0.01% +12 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,725 $281K <0.01% -504 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 2,710 $279K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,703 $279K -3,396 Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,619 $270K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,571 $265K <0.01% +306 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,541 $263K <0.01% new 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,526 $261K <0.01% 0 13F-HR Timeline Group Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,520 $260K 0.08% +2 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 2,418 $249K 0.08% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,400 $248K 0.03% 0 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,400 $248K 0.08% 0 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 2,364 $244K <0.01% new 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,321 $239K 0.04% 0 13F-HR Timeline Symphony Financial Services, Inc. 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