BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,432,681 $271M 0.02% -37,277 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 340,823 $64.4M 0.21% +22,923 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 314,007 $59.3M +8,546 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 292,738 $55.3M <0.01% -191 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 279,085 $52.7M 0.05% -6,899 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 254,963 $48.1M 0.01% -15,213 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 175,750 $33.2M 0.01% +12,609 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 151,632 $28.6M 0.68% +19,580 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 113,472 $21.4M <0.01% -6,072 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 101,987 $19.3M 0.01% +35,535 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 98,814 $18.6M 0.01% -10,281 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 91,493 $17.3M 0.03% +5,622 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 78,599 $14.8M 0.02% -5,216 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 71,758 $13.5M 0.01% -7,732 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 60,534 $11.4M 6.9% -14,718 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 58,378 $11M <0.01% +939 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. 49,055 $9.26M <0.01% -1,256 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 47,208 $8.91M 0.01% -165,894 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 45,211 $8.54M 5.22% +287 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 44,902 $8.48M 0.05% +1,486 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 44,637 $8.43M 0.31% +38,177 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,694 $7.68M 0.02% +2,100 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 40,371 $7.62M 1.27% +1,452 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 39,572 $7.47M 0.27% +210 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 32,895 $6.21M 0.01% +3,003 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,358 $5.54M 0.17% +3,340 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 28,092 $5.4M 0.27% -534,032 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 28,400 $5.36M <0.01% +17,200 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 27,204 $5.15M 0.01% -18,901 13F-HR Timeline Group Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 27,140 $5.12M 1.61% -4,706 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 26,329 $4.97M <0.01% -282 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 25,332 $4.78M 0.67% -1,229 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 25,147 $4.75M 0.77% +765 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 25,064 $4.73M 1.07% +1,533 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 24,728 $4.67M 0.06% -4,918 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 22,333 $4.22M 3.19% +323 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 22,129 $4.18M 0.4% +20,712 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,012 $4.16M 0.11% +5,549 13F-HR Timeline Group M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 21,176 $4M 0.01% +625 13F-HR Timeline Group Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 19,722 $3.72M 2.35% +1,207 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 19,573 $3.7M <0.01% -7,129 13F-HR/A Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 18,976 $3.58M 0.01% +1,308 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 18,832 $3.56M 0.11% +354 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 18,790 $3.55M 0.23% -1,077 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,375 $3.28M <0.01% +2,891 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 16,981 $3.21M 0.36% -234 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 16,866 $3.18M 0.01% +2,965 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,561 $3.13M 0.06% +525 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,133 $3.05M 1.16% +113 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,952 $3.01M 0.01% -165 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 15,729 $2.97M <0.01% new 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,487 $2.92M 0.63% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 14,817 $2.8M <0.01% +13,071 13F-HR/A Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,290 $2.7M 0.15% -414 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 12,803 $2.42M 0.22% -5,195 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,674 $2.39M <0.01% +3,834 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 12,412 $2.34M 1.48% +545 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,379 $2.34M 0.04% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 11,920 $2.25M 0.52% +633 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,798 $2.23M 0.03% +431 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 11,665 $2.2M 0.25% -22 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 11,237 $2.12M 0.02% -3,557 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,578 $2M 0.01% -1,621 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 10,398 $1.96M 0.24% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,050 $1.9M <0.01% +1,914 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,021 $1.89M 0.05% +273 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,921 $1.87M 0.03% -79 13F-HR Timeline Proquility Private Wealth Partners, LLC More: the full row for Proquility Private Wealth Partners, LLC 9,756 $1.84M 0.57% +426 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 9,684 $1.83M 0.75% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,583 $1.81M 0.16% -327 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 9,370 $1.77M 1.05% -3,526 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,241 $1.74M 0.01% -245 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 9,100 $1.72M 0.01% 0 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 8,915 $1.68M 0.68% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,761 $1.65M 0.69% +35 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,524 $1.61M <0.01% +690 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 8,202 $1.55M <0.01% -932 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,103 $1.53M 0.01% -14,241 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 8,086 $1.53M 0.36% +15 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 $1.52M <0.01% 0 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,667 $1.45M 0.57% -223 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,593 $1.43M <0.01% -15 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,240 $1.37M 0.25% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,207 $1.36M 0.01% -409 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 7,165 $1.35M 0.01% -1,217 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,932 $1.31M 0.08% -209 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,681 $1.26M 0.92% +192 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,557 $1.24M 0.01% -155 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,421 $1.21M 0.34% +522 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,313 $1.19M 0.22% +456 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,304 $1.19M 0.15% -205 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,274 $1.18M 0.02% -307 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 6,240 $1.18M 0.01% +2,742 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 6,204 $1.17M 0.05% +139 13F-HR Timeline Group Callan Capital, LLC More: the full row for Callan Capital, LLC 6,187 $1.17M 0.09% -150 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 6,154 $1.16M 0.01% +1,176 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,888 $1.11M 0.04% +26 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,906 $1.11M 0.58% -356 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,847 $1.1M 0.01% +3,739 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 5,847 $1.1M 0.01% +3,739 13F-HR/A Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,842 $1.1M 0.01% -116 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,551 $1.05M 0.01% -514 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,520 $1.04M 0.43% -383 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,400 $1.02M 0.03% +19 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,312 $1M 0.81% +385 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,297 $1M 0.02% -150 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,145 $971K 0.01% -60 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,094 $962K 0.16% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,013 $947K 0.07% -50 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 4,984 $941K 0.87% +289 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,942 $933K <0.01% +28 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,894 $924K <0.01% -167 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,853 $916K 0.26% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,777 $902K 0.02% +200 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,663 $880K 0.02% +132 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,647 $877K 0.03% +668 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 4,572 $863K <0.01% +134 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,441 $839K 0.08% -112 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,406 $824K <0.01% +647 13F-HR/A Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,232 $799K <0.01% -206 13F-HR Timeline Group OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,175 $788K 0.5% -78 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,168 $787K 0.22% +2 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,141 $782K 0.02% +288 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 $776K 0.01% 0 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,051 $765K 0.01% -369 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,994 $755K 0.41% +14 13F-HR Timeline City State Bank More: the full row for City State Bank 3,899 $736K 0.24% -100 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,873 $731K 0.48% +1,146 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,853 $727K 0.12% -51 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,823 $722K 0.68% -2,416 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,777 $713K 0.05% -8 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,743 $707K 0.01% -150 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,738 $706K 0.25% +331 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,737 $706K 0.01% -1,511 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,709 $700K 0.05% -12 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,657 $690K <0.01% +17 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 3,642 $688K -2,700 Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,375 $637K 0.01% -157 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,270 $618K 0.01% +123 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,260 $615K 0.02% +4 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,234 $611K 0.07% -515 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,163 $599K <0.01% +315 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,148 $594K 0.02% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,093 $584K 0.36% -25 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,085 $582K 0.44% -23 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,063 $578K 0.28% +353 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,037 $573K <0.01% -742 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,008 $568K <0.01% +1,776 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 3,000 $566K 0.07% -1,920 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 2,950 $557K 0.01% -438 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,927 $553K 0.05% -39 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,903 $550K 0.01% +1,407 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,910 $549K <0.01% -187 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,890 $546K 0.02% 0 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,844 $542K 0.14% -2,666 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,845 $537K <0.01% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,833 $535K 0.03% +30 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,830 $534K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,764 $522K 0.01% +118 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,738 $517K 0.01% +2 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,668 $504K 0.01% -90 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,595 $490K 0.29% 0 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 2,535 $479K <0.01% +567 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,506 $473K +1,419 Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,500 $472K 0.01% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,500 $472K 0.04% 0 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,458 $464K 0.11% -91 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,452 $463K <0.01% +884 13F-HR Timeline Group North Forty Two & Co. More: the full row for North Forty Two & Co. 2,450 $463K 0.51% +125 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,448 $462K 0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,323 $439K <0.01% -649 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,306 $435K 0.25% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,245 $424K <0.01% -125 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 2,260 $423K <0.01% -238 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,224 $420K <0.01% +1,755 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,214 $418K <0.01% -18 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,201 $416K 0.06% -610 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,179 $411K 0.03% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,148 $406K <0.01% -7,838 13F-HR Timeline Group Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,113 $399K 0.22% -25 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,083 $393K 0.02% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,071 $391K 0.02% -18 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,044 $386K 0.09% -25 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,039 $385K 0.19% +2 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,034 $384K 0.03% -40 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,032 $384K <0.01% -3 13F-HR Timeline Group CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,015 $380K <0.01% -208 13F-HR/A Timeline Group One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,996 $377K 0.12% -33 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,979 $374K 0.01% -40 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 1,974 $373K <0.01% -7,108 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,966 $371K 0.01% +7 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,942 $367K 0.02% -140 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,910 $361K 0.02% +501 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,904 $359K 0.04% +73 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,840 $347K 0.01% -1,139 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,821 $344K 0.09% -17 13F-HR Timeline Freedom Investment Management, Inc. 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