Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 22,521,793 $628M -765,564 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,697,374 $103M 0.02% +493,053 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 3,296,679 $91.9M <0.01% +16,928 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,782,825 $77.6M 0.01% +142,081 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,165,758 $60.4M <0.01% +104,843 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/ 1,659,271 $46.3M <0.01% -27,559 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,634,942 $45.6M 0.01% +21,477 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,626,753 $45.4M 0.03% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,040,500 $29M 0.07% +350,000 13F-HR Timeline Group 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 939,735 $26.2M <0.01% -8,273 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 678,623 $18.9M +100,649 Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 658,764 $18.4M 0.88% +38,952 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 647,334 $18M 0.46% +474,995 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 613,565 $17.1M <0.01% -843,215 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 599,415 $16.7M <0.01% +153,319 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 570,132 $15.9M 0.02% +33,571 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 517,258 $14.4M 0.01% -81,065 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 507,955 $14.2M 4.44% -4,957 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 502,972 $14M 0.02% +145,710 13F-HR Timeline Group STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 460,425 $12.8M 0.03% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 408,545 $11.4M 0.02% +6,825 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 399,445 $11.1M <0.01% +46,671 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 352,045 $9.82M 0.01% +15,240 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 330,254 $9.21M <0.01% new 13F-HR Timeline Group Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 307,636 $8.58M 3.21% +3,729 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 279,203 $7.78M 6.15% +5,832 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 268,027 $7.47M 1.11% +13,941 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 225,495 $6.29M 0.01% 0 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 215,564 $6.01M 1.18% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 208,006 $5.8M <0.01% +11,600 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 207,554 $5.79M 0.01% -7,313 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 188,532 $5.26M 0.08% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 178,661 $4.98M 0.02% +88,556 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 175,489 $4.89M <0.01% +362 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 173,244 $4.83M 0.18% -565 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 161,390 $4.5M 4.56% +14,083 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 156,476 $4.36M 0.02% +19,469 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 149,270 $4.16M 0.22% +2,313 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 148,211 $4.13M 0.09% +39,978 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 146,110 $4.07M <0.01% +88,971 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 141,208 $3.94M 0.04% -1,650 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 140,355 $3.91M <0.01% +7,647 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 140,179 $3.91M <0.01% +35,839 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 132,000 $3.68M 0.17% -5,551 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 113,392 $3.16M 1.29% +87,016 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 108,673 $3.03M 0.16% -1,698 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 108,254 $3.02M 0.02% -10,651 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 106,548 $2.97M 0.01% +164 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 106,364 $2.95M 0.08% -6,524 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 92,820 $2.65M <0.01% +12,711 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 89,439 $2.47M <0.01% +13,470 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 87,307 $2.43M 0.12% +28 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 85,697 $2.39M 0.2% -2,264 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 85,411 $2.38M <0.01% +12,107 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 81,575 $2.27M 0.41% -1,083 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 77,141 $2.15M 0.01% +22,753 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 76,174 $2.12M 0.01% -38 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 72,610 $2.02M 0.05% -1,192 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 72,585 $2.02M 1.63% +5,406 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 66,246 $1.85M 0.24% +34,600 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 62,713 $1.75M 0.08% +4,137 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 62,713 $1.75M 0.22% +4,137 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 61,678 $1.72M <0.01% +6,508 13F-HR/A Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 61,577 $1.72M 0.63% +7,024 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 57,157 $1.59M 0.03% +43,860 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 50,687 $1.41M 0.01% -348 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 49,397 $1.38M 0.06% +1,585 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 49,252 $1.37M <0.01% -3,826 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 48,397 $1.35M <0.01% +19,630 13F-HR/A Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 46,558 $1.3M 1.16% 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 45,148 $1.26M 0.76% +3,739 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 42,680 $1.19M <0.01% +4,446 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 42,301 $1.18M 0.01% +3,774 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 40,643 $1.13M 0.1% -124 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 39,547 $1.1M <0.01% -1,078 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 35,686 $995K 0.01% +1,461 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 32,812 $915K 0.21% -3,153 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 32,180 $897K <0.01% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 31,004 $864K 0.22% +786 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 30,860 $860K <0.01% -12,473 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 29,584 $825K <0.01% +17,761 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 29,523 $823K <0.01% +23 13F-HR Timeline Group Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 28,861 $805K 0.13% +95 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,019 $781K <0.01% -1,002 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 27,593 $769K 0.02% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 27,443 $765K <0.01% -3,518 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,512 $739K <0.01% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 26,308 $733K 0.09% +4,237 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 26,023 $726K 0.08% +1,594 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 25,714 $717K 0.12% +18,474 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 24,907 $694K <0.01% -21,683 13F-HR/A Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 23,899 $666K 0.02% new 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 23,742 $662K 0.32% -571 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,529 $656K 0.02% +514 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,522 $656K <0.01% +369 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 22,929 $639K 0.01% +22,430 13F-HR Timeline PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 22,897 $638K 0.31% +8,632 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,098 $616K <0.01% +2 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 21,642 $603K <0.01% +2,457 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,513 $600K <0.01% +7,429 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 21,335 $595K 0.01% +2,199 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 21,157 $590K 0.18% +2,165 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 20,705 $577K 0.15% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 20,107 $561K 0.12% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 20,032 $558K 0.31% +2,399 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 19,488 $543K 0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 18,618 $519K <0.01% -15,219 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 18,206 $507K 0.01% +6,247 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 17,471 $487K 0.05% -746 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,787 $468K 0.04% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,825 $441K <0.01% +1,364 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 14,147 $394K 0.02% +798 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,958 $389K 0.01% +5,906 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 13,137 $366K 0.09% -15,778 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,854 $361K 0.08% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 12,765 $356K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,571 $350K 0.01% -20 13F-HR Timeline American Trust More: the full row for American Trust 12,313 $343K 0.03% -28 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,057 $336K <0.01% new 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 11,985 $334K <0.01% -56,203 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 11,779 $328K <0.01% +11,531 13F-HR Timeline Nuveen, LLC in group TIAA More: the full row for Nuveen, LLC 11,404 $318K <0.01% new 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,353 $317K 0.01% +319 13F-HR Timeline Group Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 11,353 $317K 0.07% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 11,158 $311K <0.01% new 13F-HR Timeline Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 10,974 $308K 0.19% -107 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 10,899 $304K 0.06% +21 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,845 $302K <0.01% -27,421 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,602 $296K 0.02% +42 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 9,642 $269K 0.02% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,631 $269K <0.01% -619 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 9,509 $265K <0.01% -24 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,300 $259K <0.01% -240 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,199 $256K <0.01% +1,544 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,076 $253K 0.01% +133 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,033 $252K 0.02% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 8,714 $243K <0.01% new 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 8,155 $227K <0.01% -2 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,000 $223K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 7,799 $217K <0.01% +3,000 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,717 $215K <0.01% -208 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 7,456 $214K <0.01% new 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 7,526 $210K 0.06% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 7,334 $204K <0.01% new 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,270 $203K 0.01% +667 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,996 $195K 0.01% -394 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,798 $190K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 6,674 $186K <0.01% -6,792 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,664 $186K <0.01% -232 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,581 $183K <0.01% +49 13F-HR Timeline Group BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,834 $163K <0.01% 0 13F-HR Timeline Group VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,688 $103K +195 Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,222 $89.8K <0.01% -242 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,044 $84.9K 0.01% -791 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,944 $82.1K <0.01% +2,350 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,887 $80.5K 0.02% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,712 $75.6K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,684 $74.8K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,634 $73.4K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,513 $70.1K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,256 $62.9K <0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,136 $59.6K <0.01% +32 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,008 $56K <0.01% +158 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,825 $50.9K 0.02% +1 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 1,512 $42.1K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,500 $41.8K <0.01% -188 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,365 $38K <0.01% +17 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,281 $35.7K <0.01% 0 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,193 $34.2K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,217 $33.9K <0.01% +368 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,053 $29.4K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,000 $26.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 940 $26.2K <0.01% -496 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 835 $23.3K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 804 $22.4K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 739 $20.6K <0.01% +669 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 723 $20.2K 0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 651 $18.1K 0.01% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 614 $17.1K <0.01% +396 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 609 $17K <0.01% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 569 $15.9K 0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 541 $15.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 540 $15.1K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 536 $14.9K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 413 $11.5K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 406 $11.3K <0.01% +209 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 400 $11.1K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. 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