BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,469,958 $276M 0.03% +43,704 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 562,124 $106M 4.57% -214,364 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 317,900 $59.7M 0.2% +9,651 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 305,461 $57.4M -96,716 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 292,929 $55M <0.01% +24,926 13F-HR/A Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 285,984 $53.7M 0.05% +20,357 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 270,176 $50.7M 0.01% +19,796 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 213,102 $40M 0.03% +6,017 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 163,141 $30.6M 0.01% +27,799 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 132,052 $24.8M 0.48% +21,038 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 119,544 $22.5M 0.01% -8,069 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 109,095 $20.5M 0.01% +3,915 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 85,871 $16.1M 0.03% -16,699 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 83,815 $15.7M 0.03% -2,491 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 79,490 $14.9M 0.02% -3,742 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 75,252 $14.1M 8.77% +313 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 66,452 $12.5M <0.01% 13F-HR/A Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57,439 $10.8M <0.01% -1,192 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. 50,311 $9.45M 0.01% -1,022 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 46,105 $8.67M 0.02% -10,190 13F-HR/A Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 44,924 $8.44M 4.79% +2,321 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 43,416 $8.16M 0.05% +792 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 39,362 $7.39M 0.25% -2,076 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 38,919 $7.31M 1.18% -386 13F-HR/A Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 38,594 $7.25M 0.02% -1,081 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 31,846 $5.98M 1.91% -2,974 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 29,892 $5.62M 0.01% +1,096 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 29,646 $5.57M 0.06% -21,439 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 26,702 $5.02M <0.01% +854 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 26,611 $5M <0.01% -539 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 26,561 $4.99M 0.68% -427 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,018 $4.89M 0.2% +1,187 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 24,382 $4.58M 0.73% +46 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 23,531 $4.42M 1.2% -65 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 22,344 $4.2M 0.03% -2,819 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 22,010 $4.13M 3.1% +2,470 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 20,551 $3.86M 0.01% -232 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 19,867 $3.73M 0.24% +1,052 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 18,670 $3.51M 0.01% +103 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 18,515 $3.48M 2.23% -14,194 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,478 $3.47M 0.11% -1,387 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 17,998 $3.38M 0.3% -170 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 17,668 $3.32M 0.01% +742 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 17,215 $3.23M 0.35% -413 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 16,463 $3.09M 0.09% +395 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 16,117 $3.03M 0.01% +316 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,036 $3.01M 0.06% +932 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,020 $3.01M 1.14% +760 13F-HR Timeline Centered Wealth LLC dba Miller Equity C… More: the full row for Centered Wealth LLC dba Miller Equity Capital Advisors 15,642 $2.94M 1.12% 0 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 14,794 $2.78M 0.03% +2,578 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,704 $2.76M 0.15% -320 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 14,484 $2.72M <0.01% +2,528 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 13,901 $2.61M 0.01% -1,853 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 13,247 $2.49M 0.27% -948 13F-HR/A Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 12,896 $2.42M 1.35% -179 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,379 $2.33M 0.05% -12,987 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 12,199 $2.29M 0.01% +1,109 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 11,867 $2.23M 1.41% -11,486 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 11,687 $2.2M 0.26% -1,054 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,367 $2.14M 0.03% -7,222 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,287 $2.12M 0.46% +170 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 11,200 $2.1M <0.01% new 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 10,398 $1.95M 0.23% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,000 $1.88M 0.03% -682 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,986 $1.88M 0.02% +1,080 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,910 $1.86M 0.18% -181 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 9,748 $1.83M 0.05% -36 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,486 $1.78M 0.01% -662 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 9,330 $1.75M 0.56% +261 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,134 $1.72M <0.01% -180 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 9,100 $1.71M 0.01% 0 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 9,082 $1.71M <0.01% +6,942 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,915 $1.67M 0.72% +207 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 8,840 $1.66M <0.01% +349 13F-HR/A Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,726 $1.64M 0.71% -25 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,517 $1.6M 0.02% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 8,382 $1.57M 0.01% +25 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 8,136 $1.53M <0.01% +679 13F-HR Timeline Group Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 8,071 $1.52M 0.37% -147 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/ 8,025 $1.51M <0.01% +8,000 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,890 $1.48M 0.56% +122 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,834 $1.47M <0.01% -148 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,616 $1.43M 0.01% -130 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,608 $1.43M <0.01% +56 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,240 $1.36M 0.31% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,141 $1.34M 0.08% +1,163 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,712 $1.26M 0.01% +329 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 6,262 $1.24M 0.48% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,581 $1.24M 0.02% +1,845 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,509 $1.22M 0.16% -94 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,489 $1.22M 0.87% +124 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,460 $1.21M 0.04% -1,677 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 6,342 $1.19M 0.01% +256 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 6,337 $1.19M 0.09% -34 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 6,239 $1.17M 1.08% -508 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,065 $1.14M 0.01% -263 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,065 $1.14M 0.04% -529 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,958 $1.12M 0.01% -5,909 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,903 $1.11M 0.49% +149 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 5,899 $1.11M 0.32% 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 5,896 $1.11M 0.98% 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,862 $1.1M 0.03% +45 13F-HR/A Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 5,857 $1.1M 0.2% -72 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,728 $1.08M <0.01% -7,756 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 5,510 $1.04M 0.27% -438 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,447 $1.02M 0.02% -510 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,381 $1.01M 0.03% -307 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,248 $986K 0.01% -665 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,205 $978K 0.01% -195 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,094 $957K 0.21% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,063 $951K 0.07% -155 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,061 $951K <0.01% -74 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 4,978 $935K 0.01% +1,683 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,927 $925K 0.76% 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 4,920 $924K 0.12% 0 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,914 $923K <0.01% -10 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,853 $912K 0.25% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 4,695 $882K 0.8% 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,577 $860K 0.02% -41 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,553 $855K 0.08% +90 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,531 $851K 0.02% -294 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,438 $834K <0.01% +198 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 4,438 $834K <0.01% +221 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,420 $830K 0.01% -7 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,253 $799K 0.55% 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,166 $782K 0.22% +5 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,112 $772K 0.01% -15 13F-HR Timeline Group City State Bank More: the full row for City State Bank 3,999 $751K 0.26% +370 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,980 $748K 0.38% -734 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,979 $747K 0.02% +24 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,904 $733K 0.11% -62 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,893 $731K 0.01% -7 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,883 $729K 0.02% -1,823 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,664 $726K 0.04% +450 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,640 $724K <0.01% -896 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,853 $724K 0.02% -9 13F-HR/A Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 3,800 $714K <0.01% +1,000 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,785 $711K 0.05% +20 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,779 $710K <0.01% +816 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,759 $706K <0.01% +1,792 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 3,749 $704K 0.08% 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 3,725 $700K 0.27% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,721 $699K 0.05% -274 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,563 $669K 0.06% -3,336 13F-HR Timeline M Financial Asset Management, Inc. More: the full row for M Financial Asset Management, Inc. 3,531 $663K 3.21% -539 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,498 $657K 0.01% +27 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,532 $656K 0.01% -192 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 3,407 $640K 0.23% +139 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,388 $636K 0.02% +477 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,256 $612K 0.02% +765 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,159 $593K 0.07% +77 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,147 $591K 0.01% +100 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,148 $591K 0.02% +1 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,118 $586K 0.35% -288 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,108 $584K 0.45% -5 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,097 $582K <0.01% +410 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,979 $560K 0.02% +503 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,972 $558K <0.01% -17 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,966 $557K 0.05% +95 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,890 $543K 0.02% -105 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,848 $535K <0.01% +16 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,845 $534K 0.01% new 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,830 $532K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,811 $528K 0.08% 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,803 $526K 0.03% +75 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,758 $518K 0.01% +26 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,736 $514K 0.01% +429 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 2,727 $512K 0.38% -281 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,710 $509K 0.24% +56 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,646 $497K <0.01% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,595 $487K 0.28% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,549 $479K 0.12% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,500 $470K 0.01% -409 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,500 $470K 0.04% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,498 $465K 0.01% -1,631 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,370 $445K <0.01% +482 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 2,325 $437K 0.5% 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,306 $433K 0.23% +237 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,232 $419K <0.01% -168 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,223 $418K <0.01% -996 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,138 $402K 0.22% -20 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 2,108 $396K <0.01% -1,569 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 2,108 $396K <0.01% -1,569 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,089 $392K 0.02% -506 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,083 $391K 0.02% -9 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,082 $391K 0.03% -64 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,074 $390K 0.03% -18 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,069 $389K 0.09% +3 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,037 $383K 0.19% +217 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,035 $382K <0.01% -435 13F-HR Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,029 $381K 0.13% -291 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,019 $379K 0.01% +977 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 1,981 $372K 0.1% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 1,968 $370K <0.01% new 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. 1,959 $368K 0.01% -93 13F-HR Timeline Group Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 1,866 $351K 0.15% +51 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,844 $346K <0.01% +117 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,838 $345K 0.09% +15 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,831 $344K 0.04% +3 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,827 $343K <0.01% new 13F-HR Timeline