MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 837,454 $119M 0.01% +961 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/ 616,493 $87.7M 0.01% -77,830 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 437,402 $62.2M 0.01% -17,972 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 341,286 $48.6M 1% +98,409 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 313,437 $44.6M 0.01% +16,544 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 271,226 $38.6M 0.01% -3,205 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 220,413 $31.4M 0.09% +69,196 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 193,871 $27.6M 0.01% -30,034 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 173,581 $24.7M 0.01% +2,127 13F-HR Timeline Group Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 132,637 $19.2M 3.91% +23,803 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 97,883 $13.9M 0.02% +5,637 13F-HR/A Timeline Group Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 91,832 $13.1M 1.75% -8,718 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 77,904 $11.1M 0.21% -87,827 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 70,924 $10.1M 2.16% +14,784 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 65,995 $9.39M 0.17% -105 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 65,006 $9.25M <0.01% -3,094 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 60,084 $8.55M <0.01% +987 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 57,701 $8.21M 0.02% +1,851 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 53,254 $7.58M 0.02% -3,739 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 50,357 $7.17M 0.01% new 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 47,871 $6.81M 0.01% +958 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 45,148 $6.43M 0.01% +10,049 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 43,760 $6.23M 0.01% +24,510 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 43,743 $6.23M 1.85% +154 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 42,302 $6.02M 0.02% +2,425 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 41,159 $5.86M 1.1% +4,396 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 40,200 $5.72M 0.04% +8,938 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 39,501 $5.62M <0.01% +15,058 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 39,178 $5.58M 0.01% -3,910 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 38,440 $5.47M <0.01% +16,972 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 37,583 $5.32M <0.01% +1,509 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 35,373 $5.03M 0.01% -21,385 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 34,517 $4.91M 1.61% +331 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 33,769 $4.81M 2.64% -5,046 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 30,982 $4.41M 2.26% +260 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 30,854 $4.39M 0.03% +25,121 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 30,564 $4.35M 0.01% -3,482 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 25,596 $3.64M <0.01% -884 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 25,155 $3.58M <0.01% -1,114 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 24,468 $3.48M 0.23% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 24,208 $3.44M 0.12% +4,424 13F-HR/A Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 24,094 $3.43M 0.02% -8,830 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 22,174 $3.16M 0.06% +11,675 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 22,010 $3.13M 2.5% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,479 $2.91M 0.03% +2,529 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,058 $2.85M 0.13% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 20,000 $2.85M <0.01% +5,524 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 20,000 $2.85M 0.03% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 19,261 $2.74M 0.68% -73 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 19,019 $2.71M <0.01% +1 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 18,059 $2.62M 0.61% +14,234 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 18,351 $2.61M 1.48% -416 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 17,493 $2.49M 0.87% -1,819 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,113 $2.44M 0.03% +934 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,875 $2.4M 0.06% -90 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 16,673 $2.37M <0.01% -6,362 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 15,612 $2.22M +1,688 Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 15,600 $2.22M 0.22% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,515 $2.21M 0.06% -111 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,776 $1.96M 0.01% +1,237 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 13,118 $1.87M 0.58% new 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 12,777 $1.82M 0.9% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 12,400 $1.76M 0.26% +360 13F-HR/A 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 12,001 $1.71M <0.01% +1,079 13F-HR Timeline Group Stillwater Capital Advisors, LLC More: the full row for Stillwater Capital Advisors, LLC 11,974 $1.7M 0.22% -126 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,969 $1.7M 0.14% +23 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 11,926 $1.7M 1.29% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 11,926 $1.7M 1.29% -192 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,780 $1.68M 0.05% -1,399 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11,729 $1.67M 0.01% -189 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,716 $1.67M 0.01% +1,036 13F-HR Timeline Group Essex LLC More: the full row for Essex LLC 11,582 $1.65M 0.32% +1,922 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 11,262 $1.6M <0.01% +2,388 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 11,113 $1.58M <0.01% +10,113 13F-HR Timeline Group Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 10,534 $1.5M 0.24% +4,038 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 10,370 $1.48M <0.01% 0 13F-HR Timeline Group HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 10,191 $1.45M 0.54% -588 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 9,750 $1.39M 0.1% +710 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,591 $1.36M <0.01% +527 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,266 $1.32M <0.01% +5,865 13F-HR/A Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 9,066 $1.31M 0.23% +353 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 9,218 $1.31M 0.41% +56 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,211 $1.31M 0.01% +1,355 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 9,153 $1.3M 0.36% -3,159 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 8,853 $1.26M 0.12% -642 13F-HR Timeline Group RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 8,823 $1.26M 0.97% -174 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,750 $1.25M <0.01% -1,544 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 8,601 $1.22M <0.01% +1,505 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 8,212 $1.17M 0.24% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 7,580 $1.08M <0.01% -500 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 7,484 $1.07M 0.61% new 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 7,395 $1.05M 0.59% -910 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,368 $1.05M 0.01% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,363 $1.05M <0.01% +55 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 7,276 $1.04M 0.07% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 7,232 $1.03M 0.01% +5 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 7,055 $1M 0.18% -514 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,713 $955K <0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 6,605 $940K <0.01% -634 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,500 $925K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,262 $907K 0.01% -23,614 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,187 $880K 0.23% +277 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,821 $863K 0.02% +648 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 5,811 $827K 0.01% +283 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 6,042 $807K 0.07% +22 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,614 $799K 0.01% +676 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 5,540 $788K <0.01% -26 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 5,394 $768K 0.05% 0 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,328 $764K 0.04% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,328 $758K 0.02% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 5,265 $749K 0.01% -2,504 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,262 $749K 0.09% -300 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,242 $746K <0.01% -930 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 5,166 $735K <0.01% 0 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,054 $719K 0.06% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,969 $707K 0.03% -106 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 4,925 $701K 0.09% +140 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,776 $680K <0.01% -883 13F-HR Timeline Group Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 4,727 $673K 0.06% -7 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,684 $667K 0.01% +3 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,656 $663K 0.01% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 4,605 $655K +3 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,525 $644K 0.02% -359 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,396 $633K 0.07% -289 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 4,374 $622K 0.5% -477 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 4,339 $617K <0.01% +245 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,318 $615K 0.03% -188 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 4,298 $612K <0.01% 0 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 4,294 $611K 0.17% -30 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,290 $610K 0.11% -1,885 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 4,283 $610K 0.21% new 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 4,152 $591K 0.38% -305 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,132 $588K 0.09% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,097 $583K <0.01% -180 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,012 $571K 0.03% -2,497 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 4,002 $570K 0.01% +14 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 3,979 $566K 0.02% -512 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 3,914 $557K 0.49% -262 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 3,747 $533K 0.08% new 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,696 $526K 0.22% -24 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,665 $522K 0.36% -404 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 3,600 $512K 0.13% 0 13F-HR Timeline Better Money Decisions, LLC More: the full row for Better Money Decisions, LLC 3,518 $501K 0.3% +7 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,513 $500K <0.01% -277 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 3,498 $498K 0.36% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 3,418 $486K <0.01% 0 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,372 $480K <0.01% +191 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 3,321 $478K 0.17% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,210 $457K 0.23% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,200 $455K 0.1% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 3,055 $435K <0.01% -6,639 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,053 $434K <0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,018 $429K 0.22% 0 13F-HR Timeline WOODLEY FARRA MANION PORTFOLIO MANAGEME… More: the full row for WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2,986 $425K 0.02% +85 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,965 $422K 0.01% +2 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,965 $422K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,962 $422K 0.01% -1,542 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,930 $417K 0.03% +53 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 2,913 $415K 0.05% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,899 $413K 0.02% -13 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,883 $410K <0.01% -64 13F-HR Timeline Group Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,875 $409K 0.04% -93,963 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,810 $400K <0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,769 $394K <0.01% +1,023 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,716 $386K 0.03% +144 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,677 $381K 0.01% +717 13F-HR Timeline Group PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 2,660 $379K 0.26% +2 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 2,608 $378K <0.01% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,630 $374K <0.01% +389 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,569 $366K <0.01% -85 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 2,550 $363K <0.01% -49,497 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,510 $357K 0.02% 0 13F-HR Timeline BAILARD, INC. 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