Cetera Investment Advisers More: the full row for Cetera Investment Advisers 3,381,033 $165M 0.19% +98,120 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,940,043 $94.8M 0.06% -19,154 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 1,810,246 $88.5M 1.4% +51,033 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,582,250 $77.3M 0.01% -2,954 13F-HR/A Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 1,510,001 $73.8M 0.01% +260,000 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 1,011,284 $49.4M 23.69% +75,659 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 850,979 $41.2M 0.03% +161,060 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 750,484 $36.7M 0.05% +12,546 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 728,254 $35.6M 0.01% -65,603 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 475,526 $23.2M 11.1% +37,650 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 472,590 $23.1M 3.67% +29,678 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 363,939 $17.8M 0.04% +77,176 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 346,788 $17M 0.01% -7,049 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 290,941 $14.2M 1.69% -11,827 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 281,655 $13.8M 0.59% +32,269 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 241,771 $11.8M 4.45% +10,406 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 238,989 $11.7M 0.07% +26,773 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 233,900 $11.4M 0.02% 0 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 192,383 $9.4M 0.81% +10,459 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 190,205 $9.3M 1.23% +6,103 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 151,486 $7.4M 1.58% -5,941 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 151,122 $7.39M 0.01% +77,775 13F-HR Timeline Group CROBAN More: the full row for CROBAN 112,885 $5.52M 3.68% +35,904 13F-HR Timeline John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 111,349 $5.44M 3.53% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 110,339 $5.39M 0.06% -9,275 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 108,031 $5.28M <0.01% +12,462 13F-HR Timeline Group Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 100,392 $4.91M 3.28% +1,143 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 98,419 $4.81M 0.01% +5,060 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 92,167 $4.51M 0.08% +85,015 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 88,397 $4.32M 0.46% +38,943 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 81,753 $4M 0.01% -17,448 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 79,793 $3.93M 0.01% +17,841 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 76,577 $3.74M 0.01% -4,003 13F-HR Timeline Group MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 76,275 $3.73M 0.35% +11,634 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 74,605 $3.65M 0.41% +1,533 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 74,127 $3.6M 0.21% +6,027 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 68,799 $3.36M <0.01% +28,243 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 62,119 $3.04M <0.01% +5,908 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 56,081 $2.8M 0.47% +13,830 13F-HR Timeline NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 56,113 $2.74M 1.44% -4,651 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 55,493 $2.71M 0.42% -554 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 55,308 $2.7M +5,072 Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 54,953 $2.69M 1.84% +11,532 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 51,945 $2.54M 0.01% -319 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 51,665 $2.52M 0.07% -4,331 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 51,559 $2.52M 0.15% +14,750 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 49,746 $2.43M 0.09% -36,730 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35,772 $1.75M 0.04% +595 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 34,911 $1.71M 0.11% -5,984 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 34,051 $1.66M 0.01% +38 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 33,669 $1.65M 0.62% +23,585 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 32,035 $1.57M 0.2% +740 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 31,566 $1.54M 0.1% +2,826 13F-HR Timeline Lighthouse Wealth Management Inc. More: the full row for Lighthouse Wealth Management Inc. 29,339 $1.43M 1.16% +1,126 13F-HR Timeline ELLERSON GROUP INC /ADV More: the full row for ELLERSON GROUP INC /ADV 26,952 $1.32M 0.82% +4,320 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 26,896 $1.31M 0.02% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 24,985 $1.22M 0.27% -676 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 24,270 $1.19M 0.14% +5,070 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 23,994 $1.17M <0.01% +16,065 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 21,777 $1.11M 0.18% +1,415 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 22,895 $1.11M <0.01% -523 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 22,474 $1.1M 0.4% -575 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 22,263 $1.09M 0.43% -8,176 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 19,310 $944K 0.01% +549 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 19,301 $943K 0.03% +1,134 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 19,052 $931K <0.01% -16,466 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 17,617 $861K 0.2% 0 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 16,745 $818K 0.49% -1,388 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 16,397 $801K <0.01% +400 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 16,303 $797K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,071 $737K <0.01% +1,085 13F-HR Timeline Stratos Wealth Advisors, LLC in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Advisors, LLC 14,257 $697K 0.03% -3,737 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 14,148 $692K 0.07% -535 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,232 $647K 0.02% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,656 $619K <0.01% +1,447 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 12,655 $619K 0.07% -1,081 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 11,853 $579K 0.5% +2,439 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 11,036 $539K 0.03% new 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,036 $539K 0.01% new 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 10,547 $516K <0.01% -90 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 8,985 $455K 0.03% 0 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,922 $436K 0.01% -676 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 8,880 $434K 0.06% new 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 8,458 $413K 0.27% +3,358 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 8,253 $403K <0.01% -11,448 13F-HR Timeline Group MTM FINANCIAL GROUP, LLC More: the full row for MTM FINANCIAL GROUP, LLC 8,240 $403K 0.2% new 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 8,093 $396K 0.05% -40 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,951 $389K 0.03% -27,600 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 6,869 $336K 0.07% -530 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 6,849 $335K 0.25% 0 13F-HR Timeline Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 6,844 $335K 0.2% +651 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,762 $331K 0.01% +429 13F-HR Timeline Equita Financial Network, Inc. More: the full row for Equita Financial Network, Inc. 6,358 $311K 0.11% +265 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. 6,216 $304K 0.01% -140 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,205 $303K 0.01% 0 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 6,200 $303K 0.09% new 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,122 $299K 0.2% +243 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 6,039 $295K 0.05% -6,497 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,986 $293K 0.13% +413 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,723 $278K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,405 $264K 0.02% -18,328 13F-HR Timeline Group Mokosak Advisory Group, LLC More: the full row for Mokosak Advisory Group, LLC 5,384 $263K 0.07% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,198 $254K 0.04% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 5,052 $247K 0.05% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 4,676 $229K 0.02% -588 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,610 $225K 0.01% -20,510 13F-HR/A Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,565 $223K 0.02% +3,277 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,561 $222K <0.01% 0 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 4,299 $210K 0.18% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 4,269 $209K 0.46% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,942 $193K 0.06% -120 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,579 $175K <0.01% new 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 3,512 $172K 0.18% new 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 2,827 $138K <0.01% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,351 $115K 0.04% +1,129 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/ 2,185 $106K <0.01% +30 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,863 $91.1K <0.01% +1,261 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,775 $86.8K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1,465 $71.6K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,000 $48.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 898 $43.9K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 787 $38.5K <0.01% -1,062 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 652 $31.9K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 482 $23.6K <0.01% -618 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 393 $19.2K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 347 $17K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 345 $16.9K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 200 $9.78K <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 200 $9.78K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 191 $9.34K <0.01% +23 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 173 $8.46K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 132 $6.49K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 116 $5.67K <0.01% -156 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 85 $4.16K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 83 $4.06K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 56 $2.74K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 27 $1.32K <0.01% +13 13F-HR Timeline