ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 3,371,810 $923M -27,288 Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,529,913 $419M 0.03% -31,879 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 730,563 $200M 1.4% -13,779 13F-HR Timeline Group VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 630,488 $173M 1.29% -17,394 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 589,146 $161M 0.01% -5,599 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 570,936 $156M 0.03% -13,297 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 507,282 $139M 5.07% +2,942 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 459,703 $126M -5,405 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 446,235 $122M 0.03% -19,410 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 441,124 $121M 5.23% +1,026 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 434,711 $119M 0.06% -2,981 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 407,989 $112M 0.54% -26,636 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 364,847 $99.8M 0.02% -22,476 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 343,460 $94M 0.03% -5,696 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 299,443 $81.9M 0.07% +7,471 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 287,972 $78.8M 0.04% +8,421 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 217,223 $59.4M 12.59% +1,705 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 211,482 $57.9M 0.82% -5,855 13F-HR Timeline Verus Financial Partners, Inc. More: the full row for Verus Financial Partners, Inc. 201,543 $55.1M 4.72% -246 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 191,096 $52.3M 0.08% -1,206 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 183,743 $50.3M +131,029 Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 173,309 $47.4M 0.79% -2,102 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 169,974 $46.5M 0.06% -6,118 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 165,661 $45.3M 0.06% -8,247 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 158,902 $43.5M 0.07% +4,933 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 149,997 $41M 3.62% +37,899 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 148,187 $40.5M 0.31% -3,756 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 146,188 $40M 0.18% -11,944 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 145,226 $39.7M 0.62% +12,653 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 139,081 $38.1M 2.55% +3,105 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 134,408 $36.8M 0.01% -47,807 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 143,204 $33.8M 0.94% 0 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 108,485 $29.7M 14.99% new 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 103,295 $28.5M 0.08% +90,987 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 102,125 $28M 0.03% +16,950 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 101,496 $27.8M 0.37% +12,366 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 97,516 $26.7M 0.39% +8,097 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 94,598 $25.9M 4.47% +1,696 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 91,865 $25.1M 0.06% +4,535 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 74,345 $20.2M <0.01% -20,875 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 73,871 $19.7M 0.01% +10,184 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 69,643 $19.1M 5.06% +9 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 67,382 $18.4M 0.01% -653 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 67,196 $18.4M 1.19% -2,052 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 66,146 $18.1M 0.96% +1,100 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 66,094 $18.1M 0.19% -1,397 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 62,091 $17M 5.8% +2,570 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 61,076 $16.9M 0.03% +606 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 60,989 $16.7M 0.08% -1,999 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 59,355 $16.2M 0.09% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 59,174 $16.2M 0.3% +352 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 58,934 $16.1M 1.97% -80 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 58,067 $15.9M 0.28% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 55,040 $15.1M <0.01% +27,147 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 51,215 $14M 0.83% +64 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 50,608 $13.8M 4.41% +48,082 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 50,416 $13.8M 3.39% +3,175 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 50,085 $13.7M 0.03% +1,158 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 48,100 $13.2M 3.3% +12 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 45,326 $12.4M 3.14% +1,124 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 45,257 $12.4M 0.02% -1,923 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 44,771 $12.3M 1.46% +44 13F-HR Timeline FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 40,819 $11.2M 2.8% +1,084 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 40,266 $11M 0.01% +4,549 13F-HR Timeline Group Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 39,781 $10.9M 6.14% -876 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 38,974 $10.7M 0.25% +410 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 37,636 $10.3M 0.02% +3,143 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 37,446 $10.2M 0.22% -7,976 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 36,848 $10.1M 0.52% +1,742 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 36,403 $9.96M 1.55% -1,383 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 35,630 $9.75M 1.01% +104 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 34,171 $9.35M <0.01% +2,957 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 33,163 $9.07M 0.07% -373 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 32,393 $8.86M <0.01% -10,057 13F-HR Timeline Group WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 31,891 $8.73M 3.11% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 31,779 $8.7M 0.13% +1,827 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 30,685 $8.4M 0.03% +19,419 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 30,476 $8.34M 0.61% -5,395 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 29,500 $8.07M 0.49% +22 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 28,590 $7.82M 0.04% +8,960 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 28,169 $7.71M 1.73% +8,285 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 27,662 $7.57M 0.01% +53 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 27,432 $7.51M 0.01% +764 13F-HR Timeline Group Parkway Wealth Management Group, LLC More: the full row for Parkway Wealth Management Group, LLC 27,358 $7.49M 0.86% +1,803 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 27,055 $7.4M 1.25% -2,350 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 26,618 $7.28M 0.07% +2,156 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 26,113 $7.15M 1.74% -4,278 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 25,912 $7.09M 0.21% +2,268 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 25,242 $6.91M 1.03% -10,568 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 24,547 $6.72M 0.11% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 24,363 $6.67M 0.98% -12,600 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 23,769 $6.5M 4.38% -135 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 23,729 $6.49M 0.01% -6,780 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 23,476 $6.42M 0.08% -5,065 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 23,252 $6.36M 0.52% +31 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 23,110 $6.32M 0.83% +3,370 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 22,597 $6.18M 1.86% -909 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 22,491 $6.15M <0.01% -34,016 13F-HR Timeline Group RETIREMENT CAPITAL STRATEGIES More: the full row for RETIREMENT CAPITAL STRATEGIES 22,409 $6.13M 2.13% +21,132 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 22,057 $6.04M 0.03% -882 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 20,539 $5.62M <0.01% new 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 20,502 $5.61M 0.01% +3,954 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 20,280 $5.55M 0.65% 0 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 18,839 $5.16M 0.01% +2,307 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 18,785 $5.14M 0.02% +13,336 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 18,594 $5.09M <0.01% -216 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 18,525 $5.07M 0.03% -1,024 13F-HR/A Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 18,058 $4.94M 1.42% -2,124 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 18,049 $4.93M 0.01% +8,523 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,927 $4.91M 0.05% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 17,697 $4.78M 0.36% +1,353 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,392 $4.76M 0.02% +821 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 17,163 $4.7M 0.09% +4,635 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,509 $4.52M 0.06% -505 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 16,168 $4.42M 1.46% -165 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 15,774 $4.32M 2.23% -359 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 15,660 $4.29M 0.02% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 15,638 $4.28M <0.01% -1,987 13F-HR Timeline Group 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 15,130 $4.14M 0.23% +2 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 14,861 $4.07M 0.04% +198 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 14,553 $3.98M 3.19% -380 13F-HR/A Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 16,822 $3.98M <0.01% +91 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 14,267 $3.9M 0.31% +1,806 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 13,935 $3.81M 0.49% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,810 $3.78M 0.16% -9,150 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 13,778 $3.77M 0.15% -701 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 13,596 $3.72M 1.15% -37 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 13,357 $3.65M 3.31% -103 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 13,098 $3.58M 0.04% -753 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 13,042 $3.57M <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,844 $3.51M 0.05% -532 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 12,230 $3.35M 0.74% 0 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 12,225 $3.35M 0.04% 0 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 12,170 $3.33M 0.03% +240 13F-HR Timeline Group Systelligence, LLC More: the full row for Systelligence, LLC 12,079 $3.31M 0.55% -32,838 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 11,946 $3.27M 0.21% +6,591 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 11,922 $3.26M 0.02% -233 13F-HR Timeline Group James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 11,875 $3.25M 0.35% -88 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 11,818 $3.23M 1.62% 0 13F-HR Timeline VANGUARD GROUP INC group of 3 filers holding More: the full row for VANGUARD GROUP INC 11,361 $3.11M -593 Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 11,217 $3.08M 0.66% -354 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 11,070 $3.03M 0.01% -10,704 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 10,870 $2.97M 1.52% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,813 $2.96M 0.01% -513 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 10,806 $2.96M 0.04% -16,350 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 10,750 $2.94M 0.02% -1,191 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 10,452 $2.86M 0.31% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,217 $2.8M 0.03% +91 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 10,088 $2.76M 0.21% +23 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 9,959 $2.73M 1.25% -160 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 9,930 $2.72M 1.23% 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 9,562 $2.62M <0.01% +870 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 9,476 $2.59M <0.01% -181 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,417 $2.58M 0.08% -7 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 9,400 $2.57M 0.17% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,301 $2.55M 0.01% -473 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,093 $2.49M 0.12% +137 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,783 $2.4M 0.03% +4,396 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 8,727 $2.39M 0.24% +206 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 8,642 $2.36M 0.43% -448 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 8,623 $2.36M 0.25% +83 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 8,565 $2.34M 0.11% -153 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 8,495 $2.32M 1.64% -1 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 8,413 $2.3M 0.06% 0 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 8,270 $2.26M 0.69% -464 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,152 $2.23M 0.06% -36 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 8,097 $2.22M 0.1% +3,498 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 7,916 $2.17M 0.03% -211 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,747 $2.12M <0.01% -887 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 7,744 $2.12M 0.34% +7,582 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,525 $2.06M 0.04% -18,445 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,400 $2.02M <0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,243 $1.98M 0.06% +253 13F-HR Timeline Group Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 6,999 $1.92M 0.62% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,930 $1.9M 0.16% -108 13F-HR Timeline Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 6,857 $1.88M 0.9% -199 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,254 $1.86M 0.03% -164 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 6,725 $1.84M 0.35% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,652 $1.82M 0.07% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,496 $1.78M 0.06% -68 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 6,356 $1.74M 1.05% +46 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 6,420 $1.73M +2,443 Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,249 $1.71M 0.18% -1,552 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,185 $1.69M 0.03% -320 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 6,159 $1.69M 0.18% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,159 $1.69M 0.11% 0 13F-HR Timeline Group Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,154 $1.68M 0.01% +151 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,130 $1.68M 0.17% -72 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,094 $1.67M 0.23% -168 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,000 $1.64M 0.32% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,988 $1.64M 0.03% +2,575 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,939 $1.63M -213 Timeline Indivisible Partners More: the full row for Indivisible Partners 5,929 $1.62M 0.09% +4,846 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 5,918 $1.62M 0.05% -189 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 5,805 $1.59M 0.73% -29 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 5,656 $1.55M 0.01% -52 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,616 $1.54M 0.02% -3,162 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,582 $1.53M 0.03% +29 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 5,558 $1.52M 0.35% -146,400 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,834 $1.49M 0.01% +423 13F-HR Timeline