Charles Schwab Trust Co group of 2 filers holding More: the full row for Charles Schwab Trust Co 23,287,357 $627M -403,870 Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,279,751 $88.3M <0.01% +94,372 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 3,204,321 $86.2M 0.02% +285,839 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,640,744 $71.1M 0.01% +314,156 13F-HR/A Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,060,915 $55.5M <0.01% +852,511 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/ 1,686,830 $45.4M <0.01% +96,377 13F-HR Timeline Group VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 1,626,753 $43.8M 0.03% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 1,613,465 $43.4M 0.01% -281,261 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,456,780 $39.2M <0.01% -60,411 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 948,008 $25.5M <0.01% +127,177 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 690,500 $18.6M 0.05% -480,000 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 619,812 $16.7M 0.91% +50,291 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 598,323 $16.1M 0.02% -12,453 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 577,974 $15.6M -2,872 Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 536,561 $14.4M 0.02% -62,176 13F-HR Timeline Group Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 512,912 $13.8M 4.86% +239,224 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 460,425 $12.4M 0.03% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 446,096 $12M <0.01% +273,180 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 401,720 $10.8M 0.02% -6,818 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 357,262 $9.61M 0.01% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 352,774 $9.49M <0.01% +49,015 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 336,805 $9.06M 0.01% +77,633 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 303,907 $8.18M 3.46% +11,814 13F-HR Timeline Virtus Family Office LLC More: the full row for Virtus Family Office LLC 273,371 $7.36M 6.28% +4,477 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 254,086 $6.85M 1.25% +30,582 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 225,495 $6.07M 0.01% 0 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 215,564 $5.8M 1.28% +11,280 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 214,867 $5.78M 0.01% +7,097 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 196,406 $5.29M <0.01% -3,071 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 175,127 $4.71M <0.01% +3,280 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 173,809 $4.68M 0.24% +1,285 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 172,339 $4.64M 0.11% +161,197 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 147,307 $3.96M 4.13% +37,257 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 146,957 $3.95M 0.24% +17,051 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 142,858 $3.84M 0.05% +15,523 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 137,551 $3.7M 0.19% -8,680 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 137,007 $3.69M 0.02% +5,125 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 132,708 $3.57M <0.01% +17,372 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 118,905 $3.2M 0.03% -44,496 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 112,888 $3.04M 0.09% +1,137 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 110,371 $2.97M 0.18% -1,885 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 108,233 $2.91M 0.07% +56,042 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 106,384 $2.86M 0.01% +4,072 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 104,340 $2.81M <0.01% +10,860 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 90,105 $2.42M 0.02% +3,482 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 87,534 $2.36M 0.26% -3,429 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 87,279 $2.35M 0.13% +8 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 87,961 $2.27M 0.22% -1,163 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 82,658 $2.22M 0.47% +8,048 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 80,109 $2.15M <0.01% -64,535 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 76,281 $2.05M 0.16% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 76,212 $2.05M 0.02% -5,849 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 73,802 $1.99M 0.05% +14,083 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 75,969 $1.98M <0.01% +50,805 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 73,304 $1.97M <0.01% -78,031 13F-HR Timeline Group Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 68,188 $1.83M 0.01% +6,267 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 67,179 $1.81M 1.71% -4,320 13F-HR Timeline RIVERNORTH CAPITAL MANAGEMENT, LLC More: the full row for RIVERNORTH CAPITAL MANAGEMENT, LLC 58,576 $1.58M 0.08% +2,976 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 58,576 $1.58M 0.31% +2,976 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 57,139 $1.54M <0.01% new 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 55,170 $1.48M <0.01% -7,712 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 54,553 $1.47M 0.62% +30,909 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 54,388 $1.46M 0.01% +2,678 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 53,078 $1.43M <0.01% +23,841 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 51,035 $1.37M 0.01% +1 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 47,812 $1.29M 0.07% -3,099 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 43,333 $1.17M 0.01% -23,814 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 41,409 $1.11M 0.69% +3,868 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 40,767 $1.1M 0.12% -227 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 40,033 $1.08M 1.21% 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 46,590 $1.07M <0.01% +8,336 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 40,625 $1.06M <0.01% +2,426 13F-HR/A Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 38,527 $1.04M 0.01% +1,461 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 38,266 $1.03M <0.01% +6,591 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 38,234 $1.03M <0.01% +4,658 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 35,965 $968K 0.25% +3,928 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 34,225 $921K 0.01% +8,503 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 33,837 $911K <0.01% +934 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 32,180 $866K <0.01% 0 13F-HR/A Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 31,646 $852K 0.13% +8,781 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 30,961 $833K <0.01% +2,309 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 30,218 $813K 0.17% +902 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 29,500 $794K <0.01% +10,883 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,021 $781K <0.01% -3,268 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 28,915 $778K 0.18% +10,222 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 28,766 $774K 0.16% +26 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 28,767 $774K <0.01% +9,024 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 27,150 $731K 0.31% -976 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 26,512 $713K <0.01% -450 13F-HR Timeline Trademark Financial Management, LLC More: the full row for Trademark Financial Management, LLC 26,376 $710K 0.35% -19,217 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 23,015 $669K 0.02% -438 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 24,429 $657K 0.1% +9,727 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 24,313 $654K 0.36% +87 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 23,153 $623K <0.01% +6,339 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 22,096 $595K <0.01% -152 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 22,071 $594K 0.08% +2,281 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 21,307 $573K 0.21% +9,425 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 20,705 $557K 0.16% -1,801 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 20,107 $541K 0.13% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 19,488 $524K 0.01% -929 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 19,185 $516K <0.01% +14,929 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 19,136 $515K 0.01% +3,791 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 18,992 $511K 0.19% +2,815 13F-HR/A Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 18,938 $510K <0.01% +6,691 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 18,217 $490K 0.06% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 17,633 $475K 0.31% +6,390 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 17,197 $463K 0.02% 0 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 16,787 $452K 0.05% +47 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 14,461 $389K <0.01% +3,009 13F-HR Timeline Group PACIFIC FINANCIAL GROUP INC More: the full row for PACIFIC FINANCIAL GROUP INC 14,265 $384K 0.21% -96 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 14,084 $379K <0.01% -372 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13,466 $362K <0.01% +8,298 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 13,349 $359K 0.02% -438 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 13,297 $358K 0.01% -26 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,900 $347K <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 12,900 $347K 0.01% new 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 12,854 $345K 0.08% +203 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,591 $339K 0.01% +20 13F-HR Timeline American Trust More: the full row for American Trust 12,341 $332K 0.03% -583 13F-HR Timeline Trailhead Planners LLC More: the full row for Trailhead Planners LLC 12,280 $330K 0.32% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,020 $323K 0.01% 0 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. 11,959 $322K 0.01% +2,319 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 11,823 $318K <0.01% +3,654 13F-HR Timeline Group Navigate Wealth Management, LLC More: the full row for Navigate Wealth Management, LLC 11,081 $313K 0.22% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,034 $297K 0.01% +72 13F-HR Timeline Group Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 10,878 $293K 0.06% -2,205 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,853 $292K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10,560 $284K 0.02% -387 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 10,250 $276K <0.01% -933 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,540 $257K 0.01% new 13F-HR/A Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 9,533 $257K <0.01% 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 8,943 $241K 0.01% -58 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,456 $228K <0.01% +2,105 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 8,157 $220K <0.01% +4 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 8,052 $217K 0.01% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 8,000 $215K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,925 $212K <0.01% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,655 $206K <0.01% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 7,492 $202K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,390 $199K 0.01% -1,865 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7,240 $195K 0.03% +5,700 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 6,896 $186K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,603 $178K 0.01% +315 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,532 $176K <0.01% +17 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 $157K <0.01% +191 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,799 $129K <0.01% +3,840 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,716 $127K 0.01% +69 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 3,835 $103K 0.01% -1,804 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 3,493 $94K new Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,464 $93.2K <0.01% +2 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 2,887 $77.7K 0.02% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,712 $73K 0.03% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,684 $72.2K <0.01% +2,277 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 $70.9K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,513 $67.6K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,256 $60.7K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,104 $56.6K <0.01% -535 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,850 $49.6K <0.01% +49 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,824 $49.1K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,688 $45.4K <0.01% -23 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,436 $38.6K <0.01% +500 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,348 $36.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,281 $34.5K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,053 $28.3K <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 HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 849 $22.8K <0.01% +460 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 804 $21.6K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 723 $19.5K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 609 $16.4K <0.01% 0 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. 594 $16K <0.01% -357 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 541 $14.6K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 540 $14.5K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 536 $14.4K <0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 548 $14K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 499 $13.4K <0.01% +1 13F-HR/A Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 456 $12.3K 0.01% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 400 $10.7K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 377 $10.1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 333 $8.96K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 312 $8.4K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 292 $7.87K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. 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