BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 429,714 $98.3M 0.01% +11,720 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 394,693 $90.3M 5.46% -59,487 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 363,505 $83.2M 0.2% +19,765 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 331,445 $75.8M 0.02% +22,860 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 260,782 $59.7M <0.01% +1,499 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 245,095 $56.1M 0.01% +18,389 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 231,323 $52.7M -7,180 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 209,609 $48M 0.04% -15,456 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 182,352 $41.7M 0.52% +12,031 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 168,428 $38.5M 0.01% -3,837 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 141,961 $32.5M 0.66% +41,961 13F-HR Timeline Group UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 130,712 $29.9M +3,967 Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 97,476 $22.3M <0.01% +7,024 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 83,508 $19.1M 0.02% -5,703 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 76,064 $17.4M 0.01% +4,018 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 72,611 $16.6M 0.06% -162 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 65,617 $15M 0.02% -2,524 13F-HR/A Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 63,992 $14.6M 0.94% +26,561 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 62,784 $14.4M 0.64% -154 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 56,272 $12.8M <0.01% -1,004 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 53,997 $12.4M 0.08% 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. 43,538 $9.96M <0.01% -1,499 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 42,550 $9.74M 2.17% +932 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 40,463 $9.26M 1.91% new 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,259 $9.21M 0.01% -362 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 38,862 $8.89M 0.26% -3,630 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 37,372 $8.56M 0.01% +4,154 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 34,683 $7.94M 0.01% +14,751 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 28,803 $6.59M 0.18% +400 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 28,799 $6.59M <0.01% +8,901 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 28,355 $6.49M 0.52% -120 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 27,900 $6.38M <0.01% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 27,696 $6.34M 0.26% +10,640 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 27,190 $6.22M <0.01% -12,972 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 25,443 $5.82M 0.11% +1,627 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 25,273 $5.76M 0.79% -3,705 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 24,504 $5.61M <0.01% -420 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 24,263 $5.55M <0.01% +7,868 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,064 $5.51M 0.09% +329 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 24,058 $5.5M 1.54% -52 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 23,442 $5.36M 1.13% +66 13F-HR Timeline J. M. Brown & Associates Inc. More: the full row for J. M. Brown & Associates Inc. 23,253 $5.32M 3.04% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 22,313 $5.1M 0.64% -230 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,067 $5.05M <0.01% +1,987 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 21,765 $4.98M 0.01% -524 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 21,591 $4.94M 0.01% -792 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 21,440 $4.91M 0.12% -24 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 21,319 $4.88M 0.05% +1,035 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 20,839 $4.77M 0.93% -599 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,633 $4.26M 0.11% +15,425 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 18,316 $4.19M 0.01% -827 13F-HR/A Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 18,274 $4.18M 0.34% -928 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,788 $3.84M 1.14% -18 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 16,536 $3.78M 0.02% -13,804 13F-HR/A Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 15,935 $3.65M 1.96% -564 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 15,553 $3.56M <0.01% +2,002 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,517 $3.55M 0.55% -700 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 15,297 $3.5M 0.17% new 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 14,980 $3.43M 0.59% +12,646 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,803 $3.39M 0.01% +1,978 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,502 $3.32M <0.01% +1,133 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,378 $3.29M 0.02% -130 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,177 $3.24M 0.15% +134 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,874 $3.17M 0.03% -1,224 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 13,624 $3.12M 1.62% -17,409 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,512 $3.09M <0.01% +2,765 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,159 $3.01M 0.01% +1,736 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 12,151 $2.78M 0.01% -569 13F-HR Timeline Group FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 12,149 $2.78M +1,033 Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 11,550 $2.64M 1.09% +1 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 11,495 $2.63M 2.22% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13,784 $2.44M <0.01% +699 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,400 $2.38M 0.1% -58 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 10,398 $2.38M 0.23% 0 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 10,324 $2.36M 1.49% +281 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,317 $2.36M 0.73% +230 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,234 $2.34M 0.09% +4,096 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,223 $2.34M <0.01% -3,492 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 9,735 $2.23M <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,699 $2.22M 0.06% -46 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 9,676 $2.21M 0.8% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,491 $2.2M <0.01% +1,129 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,581 $2.19M 0.01% -2 13F-HR/A Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 9,389 $2.15M 0.56% -2 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 9,217 $2.11M 0.35% -672 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 8,997 $2.06M +208 Timeline Markowski Investments More: the full row for Markowski Investments 8,961 $2.05M 0.45% 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 8,830 $2.02M 0.01% -6,559 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 8,669 $1.98M 0.18% +6 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,572 $1.97M 0.03% -5,128 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,493 $1.94M 0.12% -121 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,440 $1.93M <0.01% +221 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,766 $1.78M 0.09% +21 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 7,666 $1.75M <0.01% +863 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 7,483 $1.71M 0.93% +129 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 7,410 $1.7M 0.21% -89 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,240 $1.68M 0.2% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,111 $1.63M <0.01% -51 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 6,984 $1.6M 0.48% -323 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,865 $1.57M 1.13% -672 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,742 $1.54M 0.47% -67 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 6,736 $1.54M 0.56% -2,382 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,683 $1.53M 0.04% new 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,461 $1.48M 0.3% -383 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 6,251 $1.43M 0.48% +805 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,216 $1.42M 0.03% +36 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,207 $1.42M 0.01% -112 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 6,147 $1.41M 0.25% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,094 $1.39M <0.01% +20 13F-HR Timeline Group SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,114 $1.37M 0.18% -88 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,938 $1.36M 0.01% +3,301 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,728 $1.31M 0.14% +63 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,602 $1.28M <0.01% -13 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,297 $1.21M 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,218 $1.19M 0.02% -353 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,175 $1.18M 0.03% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,149 $1.18M <0.01% -940 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,118 $1.17M 0.74% -50 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 5,017 $1.15M 0.56% 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 4,945 $1.13M 0.01% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,878 $1.12M 0.01% -119 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,853 $1.11M 0.22% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,831 $1.11M <0.01% +961 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,817 $1.1M 0.02% +500 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,808 $1.1M 0.01% +472 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,808 $1.1M 0.07% -110 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,798 $1.1M <0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,792 $1.1M <0.01% -230 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,783 $1.09M 0.01% -77 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 4,394 $1.01M <0.01% +604 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 4,328 $990K 0.44% -567 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,278 $979K <0.01% -262 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,269 $977K 0.02% -49 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 4,234 $969K 0.62% +40 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,191 $958K <0.01% +1,057 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,222 $957K 0.65% -21 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,183 $957K 0.14% +28 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 4,158 $951K 0.15% +790 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,155 $951K 0.19% +2 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,990 $913K 0.01% +226 13F-HR Timeline Group Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 3,978 $910K <0.01% -217 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,918 $896K 0.01% +6 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 3,910 $894K <0.01% new 13F-HR Timeline Group John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 3,904 $893K 1.23% -88 13F-HR Timeline City State Bank More: the full row for City State Bank 3,834 $877K 0.2% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,825 $875K 0.01% -65 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 3,803 $870K 0.06% +2,471 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,783 $867K 0.34% +7 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,735 $854K <0.01% -12,808 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,636 $832K 0.08% -190 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,602 $824K 0.06% +218 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,573 $818K 0.04% -102 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,522 $806K 0.07% -786 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,487 $798K <0.01% -57 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,479 $796K 0.01% +255 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,463 $793K 0.21% -355 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,395 $777K 0.01% +152 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,358 $768K 0.01% -332 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,331 $762K 0.01% -74 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,243 $742K 0.01% +26 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 3,203 $733K 0.46% 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 3,199 $732K 0.4% +3,164 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,197 $731K 0.01% -32 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,144 $719K 0.01% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,055 $686K 0.02% +664 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,998 $686K 0.05% -251 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,989 $684K 0.01% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,971 $680K 0.03% -29 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,964 $678K 0.05% -44 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,937 $672K 0.32% -49 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,922 $669K <0.01% -421 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,906 $665K <0.01% +138 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,886 $660K 0.02% +1,878 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,864 $655K 0.23% -85 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,862 $655K <0.01% +746 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,809 $643K 0.02% +5 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,747 $638K 0.01% +1 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,776 $635K <0.01% -12 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,760 $623K 0.12% -48 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,712 $620K <0.01% -37 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,690 $615K -1,573 Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,685 $614K 0.45% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,533 $580K 0.23% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,524 $577K 0.01% +21 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,461 $563K <0.01% -212 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,456 $562K <0.01% +160 13F-HR Timeline Madden Advisory Services, Inc. More: the full row for Madden Advisory Services, Inc. 2,432 $556K 0.2% +221 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,425 $555K 0.47% +25 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,366 $541K 0.01% +1,131 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,353 $538K <0.01% +1,726 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,324 $532K 0.01% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,307 $528K 0.01% -35 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,297 $526K 0.01% +40 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,285 $523K 0.02% +108 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,251 $515K 0.04% +5 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,242 $513K 0.01% +449 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,238 $512K <0.01% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,200 $503K 0.12% -115 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,192 $501K <0.01% -646 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,133 $488K 0.06% -135 13F-HR Timeline