ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 14,804,596 $1.91B 5.24% +467,392 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/ 4,065,448 $524M 0.05% +195,262 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,889,178 $372M 0.03% +45,362 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 1,700,543 $219M 0.06% -2,756 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,683,547 $217M 0.05% -86,050 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 1,386,878 $179M 0.06% -11,787 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. 1,256,579 $162M 0.08% -9,964 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 976,948 $126M 0.05% +23,685 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 712,570 $91.8M 0.12% +242,459 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 710,795 $91.6M 0.02% +101,491 13F-HR Timeline Group Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 684,409 $88.2M 13.24% -16,887 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 673,415 $86.8M 0.02% +61,584 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 661,439 $85.2M 0.03% -12,272 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 616,026 $79.4M 0.61% -4,897 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 588,737 $75.9M 1.14% +6,263 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 488,537 $62.9M 0.16% +28,374 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 438,703 $56.5M 0.19% +19,929 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 393,189 $50.7M 0.17% +2,233 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 353,409 $45.5M 4.76% -3,402 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 325,517 $41.9M 0.04% +39,796 13F-HR Timeline Group Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 319,166 $41.1M -1,076 Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 318,877 $41.1M 0.06% +26,475 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 289,227 $37.3M 3.95% +23,828 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 282,438 $36.4M 0.76% new 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 238,076 $30.7M 7.34% +3,360 13F-HR/A Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 203,920 $26.3M 11.11% -24,356 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 205,727 $26.2M 2.53% -1,966 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 203,148 $26.2M 0.29% -15,871 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 199,356 $24.9M 4.54% 0 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 190,300 $24.5M 18.86% +5,454 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 187,915 $24.2M 3.14% +2,828 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 187,876 $24.2M 0.15% +2,672 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 176,953 $22.8M <0.01% +67,650 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 172,908 $22.3M 0.04% +4,147 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 172,656 $22.2M 2.36% -333,814 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 170,661 $22M 6.62% -84,507 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 169,854 $21.9M 3.51% -379 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 167,186 $21.5M 0.05% -186,281 13F-HR Timeline Group Marmo Financial Group, LLC More: the full row for Marmo Financial Group, LLC 165,497 $21.3M 11.67% +6,252 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 159,820 $20.6M 0.17% -10,411 13F-HR/A Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 159,091 $20.5M 1.01% +12,028 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 153,266 $19.7M 0.12% +77,566 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 149,434 $19.3M 0.01% +49,434 13F-HR Timeline Group Sheridan Capital Management, LLC More: the full row for Sheridan Capital Management, LLC 147,583 $19M 13.86% +2,113 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 144,511 $18.6M 0.53% -14,229 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 134,557 $17.3M 2.03% +72,249 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 125,952 $16.2M -2,457 Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 125,568 $16.2M 0.08% +951 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 125,550 $16.2M 4% +2,104 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 124,736 $16.1M 0.61% -782 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 121,657 $15.7M 0.19% +2,515 13F-HR Timeline Von Berge Wealth Management Group, LLC More: the full row for Von Berge Wealth Management Group, LLC 117,271 $14.4M 9.27% +8,699 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 109,929 $14.2M 0.17% +977 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 109,285 $14.1M 3.94% +813 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 107,359 $13.8M 0.11% +1,228 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 107,080 $13.8M 0.08% +1,558 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 103,574 $13.3M 0.01% +1,226 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 102,949 $13.3M 5.32% +8,747 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 102,621 $13.2M 2.36% +26,692 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 102,007 $13.2M 0.02% -5,661 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 101,675 $13.1M 0.34% +5,291 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 100,033 $12.9M 1.5% new 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 98,193 $12.7M 1.39% +5,495 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 94,729 $12.2M 0.1% +6,054 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 86,770 $11.2M 0.03% -393 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 86,568 $11.2M 4.14% -1,224 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 86,079 $11.1M 3.06% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 84,491 $10.9M 3.14% -2,633 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 83,451 $10.8M 0.69% +7,589 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 82,787 $10.7M 1.91% -267 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 82,375 $10.6M 0.16% +645 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 78,910 $10.2M 1.48% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 75,299 $9.7M 0.13% +3,893 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 74,749 $9.63M 0.03% +2,202 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 74,702 $9.62M 0.02% +33,001 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 68,845 $8.87M 1.14% +4,702 13F-HR Timeline Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 67,827 $8.74M 5.93% new 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 65,698 $8.46M 2.9% -1,488 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 64,152 $8.27M 1.25% -5,313 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 62,399 $8.04M 0.01% -11,942 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 62,144 $8.01M 0.02% -1,625 13F-HR Timeline Pachira Investments Inc. More: the full row for Pachira Investments Inc. 59,954 $7.63M 5.36% +2,330 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 56,803 $7.32M 0.74% -589 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 56,350 $7.26M 0.56% +76 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 55,698 $7.18M 0.05% -15,018 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 52,757 $6.8M <0.01% -56,608 13F-HR/A Timeline Group FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 52,501 $6.76M 4.44% -1,203 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 49,194 $6.34M 0.03% +820 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 47,912 $6.17M 0.73% +1,492 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 47,112 $6.07M 1.38% +35,713 13F-HR/A Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 46,967 $6.05M 2.59% -3,510 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 46,878 $6.04M 0.02% +1,090 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 45,562 $5.87M 5.42% +1,669 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 45,499 $5.86M 4.47% +11,497 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 45,446 $5.86M 0.84% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 42,993 $5.54M 3% +421 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 41,834 $5.39M 2.44% +8,771 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 41,799 $5.39M 3.29% -15,236 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 40,136 $5.17M 0.43% +3,903 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 39,452 $5.08M 1.47% +210 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 39,568 $5.04M <0.01% +15,616 13F-HR/A Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 38,593 $4.97M 0.76% -1,745 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 38,374 $4.94M 0.17% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 37,254 $4.8M 0.38% +48 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 37,133 $4.78M 0.26% -1,725 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 35,850 $4.62M 0.03% 0 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 35,311 $4.55M 4.6% +3,439 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 36,428 $4.46M 0.13% -751 13F-HR Timeline Avant Capital LLC More: the full row for Avant Capital LLC 34,584 $4.46M 3.71% +368 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 34,535 $4.45M 0.32% -1,157 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 34,283 $4.42M 0.06% -13,684 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 33,801 $4.36M 0.26% +77 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 32,877 $4.24M 1.81% -243 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 32,462 $4.18M 0.01% +8,344 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 35,856 $4.12M 0.01% +1,002 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 31,062 $4M 0.28% +262 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 24,590 $3.99M 0.74% +11,273 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 30,867 $3.98M 3.38% +2,703 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 29,819 $3.84M 0.2% +307 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 29,685 $3.83M 1.78% +4,155 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 29,540 $3.81M 0.09% +7,938 13F-HR Timeline Group Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 28,744 $3.7M 1.85% +2,297 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 27,970 $3.6M 1.47% +3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 27,454 $3.54M 0.54% -922 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 27,134 $3.5M 0.04% -318 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 26,958 $3.47M 0.03% -1,117 13F-HR Timeline Group Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 26,628 $3.43M 0.15% -602 13F-HR Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 26,063 $3.36M 0.78% -14,112 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25,727 $3.31M 0.03% -2,778 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 25,482 $3.31M 0.39% -22,762 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 25,505 $3.29M 1.07% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 25,798 $3.28M 0.43% -1,733 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 24,957 $3.22M 0.28% +141 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 24,827 $3.2M 2.38% +17,880 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 24,708 $3.09M 1.01% 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 23,640 $3.05M 0.03% -18 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 22,965 $2.96M 4.08% 0 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 22,887 $2.95M 2.67% +2,541 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 22,800 $2.94M <0.01% +15,800 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 22,563 $2.91M 0.84% -348 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 21,727 $2.8M -115 Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 21,609 $2.78M <0.01% +866 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 20,229 $2.61M 0.05% +1,822 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 20,121 $2.59M 1.37% -25 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,119 $2.59M 0.01% -164 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 19,253 $2.48M 1.42% new 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 18,922 $2.44M 0.74% -143 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 18,707 $2.41M 1.95% -385 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 18,660 $2.4M 1.25% +1,755 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 18,629 $2.4M 0.09% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 18,234 $2.35M 0.04% -185 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 18,168 $2.34M 0.9% +2,189 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 17,619 $2.27M <0.01% +138 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 18,339 $2.25M 0.01% -149 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 17,122 $2.21M 0.23% -6,834 13F-HR/A Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,927 $2.18M <0.01% -2,153 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 16,711 $2.15M 0.01% -2,175 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 16,711 $2.15M 0.12% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 16,492 $2.12M +5,215 Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,476 $2.12M 0.05% -611 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 16,363 $2.11M 1.97% +14,611 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 16,328 $2.1M 1.02% -678 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 15,887 $2.05M 0.98% +5,070 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 15,711 $2.03M 0.91% +29 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 15,653 $2.02M 0.06% +311 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 15,479 $1.99M 0.11% +7 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,543 $1.99M 0.08% +236 13F-HR Timeline Group HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 15,416 $1.99M 1.12% -74 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 14,752 $1.9M 0.85% +4,052 13F-HR Timeline OneAscent Wealth Management LLC in group OneAscent Financial Services … More: the full row for OneAscent Wealth Management LLC 14,065 $1.81M 0.79% +3,236 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 13,774 $1.77M 1.21% -919 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 13,694 $1.76M 0.58% +21 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,552 $1.75M 1.51% +174 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,534 $1.74M 0.01% +6,837 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 13,497 $1.74M 0.08% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 13,776 $1.7M 0.11% +2,801 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,873 $1.66M 0.01% -11,834 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 12,315 $1.59M 0.01% +134 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 12,102 $1.56M 0.09% -4,986 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 12,032 $1.55M <0.01% -592 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,902 $1.53M 0.09% -309 13F-HR Timeline Bowman & Co S.C. 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