MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 767,063 $128M 0.01% -13,225 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/ 443,260 $73.9M <0.01% +80,632 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 440,201 $73.4M 0.01% -10,133 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 389,701 $64.9M 0.81% +4,058 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 328,994 $54.8M 0.01% +16,485 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 289,334 $48.2M 0.1% +75,168 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 263,826 $44M 0.01% +37,532 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 201,167 $33.5M 0.01% -2,837 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 179,456 $29.9M -78,441 Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 144,050 $23.9M 4.14% -75,147 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 113,634 $18.9M 1.74% +3,328 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 100,000 $16.7M 0.01% +50,000 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 99,762 $16.6M 0.02% -2,180 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 93,578 $15.6M 0.23% -2,814 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 86,882 $14.5M 2.2% +3,431 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 74,753 $12.5M <0.01% -20,779 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 71,458 $11.7M <0.01% +11,668 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 68,758 $11.5M <0.01% +5,910 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 67,201 $11.2M 0.05% +7,205 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 61,910 $10.3M 0.13% -3,075 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 56,832 $9.47M 0.02% +2,822 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 54,454 $9.07M 0.02% -40,526 13F-HR/A Timeline Well Done, LLC More: the full row for Well Done, LLC 54,248 $9.04M 1.22% +1,558 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 54,195 $9.03M +1,170 Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 53,602 $8.93M 0.01% +461 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 46,193 $7.7M 0.01% +868 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 44,268 $7.38M <0.01% +1,314 13F-HR Timeline Group SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 44,082 $7.35M 3.07% +297 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 41,332 $6.89M 0.01% +15,864 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 41,037 $6.84M 0.03% +2,122 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 40,472 $6.74M 1.4% +2,084 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 38,711 $6.45M 0.01% new 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39,204 $6.44M <0.01% -3,501 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 35,942 $5.99M 0.01% +366 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 35,100 $5.85M 0.01% -1,841 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 34,721 $5.79M 4.14% +1,224 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 34,126 $5.69M 1.4% +73 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 32,355 $5.39M 2.25% -435 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 32,128 $5.35M 0.22% +559 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 30,960 $5.16M 0.04% +13,600 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 29,354 $4.89M 0.06% +1,287 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 28,672 $4.78M 0.14% +1,656 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 27,766 $4.63M <0.01% -4,135 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 27,670 $4.61M <0.01% -639 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 26,540 $4.42M <0.01% +889 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 26,474 $4.41M 0.04% +2,454 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 26,381 $4.4M 0.05% +6,830 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 24,735 $4.12M 2.21% +2,425 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 24,468 $4.08M 0.23% 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 21,660 $3.61M <0.01% +4,403 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 20,076 $3.35M 2.31% 0 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 19,421 $3.24M 1.45% +211 13F-HR/A Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,287 $3.21M <0.01% -3 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 19,211 $3.2M <0.01% +690 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,332 $3.18M 0.1% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 19,003 $3.17M 0.59% -33 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 18,914 $3.15M <0.01% +11,232 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 18,462 $3.08M 1.91% +4,016 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 16,868 $2.81M 0.03% -1,188 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 16,594 $2.77M 0.02% +6 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 16,109 $2.68M +227 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,561 $2.59M 0.04% -1,200 13F-HR Timeline Westwind Capital More: the full row for Westwind Capital 15,551 $2.59M 0.61% +463 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 14,660 $2.44M +7,330 Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 14,330 $2.39M 0.19% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 13,754 $2.29M 0.01% -29,296 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 13,685 $2.28M 0.22% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 13,543 $2.24M 0.44% -666 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 13,399 $2.23M 0.05% -78 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 12,678 $2.11M 0.01% -1,948 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 12,647 $2.11M 0.03% +312 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 12,063 $2.01M 0.11% +16 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,796 $1.97M 0.01% -277 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,511 $1.92M <0.01% -12,791 13F-HR Timeline Group JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 11,423 $1.9M 0.69% -424 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,347 $1.89M 0.04% -84 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 11,124 $1.85M -80 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,087 $1.85M <0.01% +4,326 13F-HR/A Timeline Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 10,928 $1.82M 0.19% -181 13F-HR Timeline Essex LLC More: the full row for Essex LLC 10,850 $1.81M 0.27% -590 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,723 $1.79M 0.01% -2 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 10,277 $1.71M <0.01% -759 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 9,930 $1.65M <0.01% 0 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 9,622 $1.6M <0.01% +165 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 9,491 $1.58M 0.21% +3 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 9,202 $1.53M 0.03% +304 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 9,028 $1.5M <0.01% +1,239 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 8,996 $1.5M <0.01% +1,409 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 8,898 $1.48M 0.2% +4 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 8,889 $1.48M 1.15% 0 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 8,805 $1.47M 0.68% +750 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 8,712 $1.45M <0.01% -1,375 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 8,653 $1.44M 0.32% -73 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 8,640 $1.44M 0.2% -5,086 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 8,558 $1.43M 0.95% -117 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 8,200 $1.37M <0.01% -572 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,939 $1.32M 0.01% +1,118 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,675 $1.28M 0.02% +1,552 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,363 $1.23M <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,245 $1.21M 0.01% +3 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 6,972 $1.16M <0.01% -7,095 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 6,813 $1.14M 0.74% +457 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,794 $1.13M 0.01% -450 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,764 $1.13M 0.01% +6,054 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,662 $1.11M 0.06% -77 13F-HR Timeline Group PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 6,548 $1.09M 0.51% -223 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 6,487 $1.08M 0.14% -2,361 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,054 $1.01M 0.03% -275 13F-HR Timeline Schuylkill Financial LLC More: the full row for Schuylkill Financial LLC 5,811 $968K 0.9% 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 5,639 $940K 0.01% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,542 $924K 0.01% -1 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,541 $923K 0.01% +4 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,280 $880K 0.01% +2,623 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 5,243 $874K 0.07% +353 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 5,204 $867K 0.01% +3,095 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,100 $850K 0.15% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,921 $820K 0.05% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 4,830 $805K 0.13% -293 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,803 $800K 0.02% +4 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,772 $795K 0.08% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,737 $789K 0.01% +42 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,700 $783K 0.01% -931 13F-HR/A Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,510 $752K 0.04% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,435 $739K 0.03% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,425 $737K 0.03% -31 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,416 $736K <0.01% +2 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,394 $732K <0.01% -349 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 4,393 $732K <0.01% +570 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,395 $729K 0.05% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 4,337 $723K <0.01% -755 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,230 $705K 0.16% 0 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,119 $686K 0.18% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,115 $686K <0.01% +27 13F-HR Timeline Group FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,018 $670K <0.01% new 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 4,002 $667K 0.01% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,980 $663K <0.01% +13 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,901 $650K +350 Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,819 $636K 0.47% -18 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,748 $625K 0.03% -952 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,699 $616K 0.2% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,690 $615K 0.01% +1,162 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 3,613 $602K <0.01% -1,424 13F-HR Timeline Group Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,600 $600K 0.11% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,542 $590K 0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,540 $590K <0.01% 0 13F-HR/A Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,498 $583K 0.32% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,411 $568K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,393 $566K <0.01% -310 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,383 $564K <0.01% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,374 $562K 0.29% -241 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,316 $553K 0.13% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 3,316 $553K -919 Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,291 $548K <0.01% -697 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,244 $541K <0.01% -906 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,189 $531K 0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,178 $530K <0.01% -242 13F-HR/A Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 3,159 $526K 0.03% +1,669 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,076 $513K 0.01% -781 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,018 $503K 0.17% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,962 $494K 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 2,918 $486K 0.01% +1 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,877 $479K <0.01% +739 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,811 $471K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,806 $468K <0.01% +801 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 2,795 $465K 0.06% 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 2,773 $462K <0.01% -471 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,733 $455K 0.02% -304 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,685 $447K <0.01% new 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,667 $437K 0.23% +2 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,521 $420K 0.02% +1 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,498 $416K 0.01% 0 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,458 $410K 0.06% +1 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,469 $404K <0.01% +247 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,403 $400K 0.03% -19 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,384 $397K 0.06% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,374 $396K <0.01% -195 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,370 $395K 0.02% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 2,310 $379K 0.09% +787 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 2,249 $375K 0.05% -31 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,203 $367K <0.01% new 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,135 $356K 0.01% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 2,127 $354K 0.04% +7 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,118 $353K 0.1% +3 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,116 $353K 0.01% +2 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,104 $351K 0.01% +1 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,000 $333K 0.12% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,995 $332K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,980 $330K 0.01% +2 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 1,975 $329K 0.11% +1 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,974 $329K <0.01% -622 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,963 $327K 0.04% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,956 $326K 0.05% -95 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,955 $326K 0.03% -50 13F-HR Timeline Group WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1,953 $325K 0.02% +4 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,928 $321K <0.01% +445 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 1,899 $316K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,895 $316K 0.01% new 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 1,891 $315K 0.03% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,859 $310K <0.01% -229 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,764 $294K 0.02% +2 13F-HR Timeline