BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,400,782 $273M 0.02% -31,899 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 461,049 $89.8M 4.63% +432,957 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 348,715 $67.9M 0.2% +7,892 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 288,681 $56.2M <0.01% -4,057 13F-HR Timeline Group MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 285,005 $55.5M 0.05% +5,920 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 256,175 $49.9M 0.01% +1,212 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 230,489 $44.9M -83,518 Timeline LPL Financial LLC More: the full row for LPL Financial LLC 223,127 $43.5M 0.01% +47,377 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 140,906 $27.5M 0.57% -10,726 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 119,197 $23.2M 0.01% +17,210 13F-HR Timeline Group UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 112,896 $22M <0.01% -576 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 89,558 $17.4M 0.03% -1,935 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 83,303 $16.2M <0.01% -15,511 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 73,513 $14.3M 0.02% -5,086 13F-HR/A Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 71,737 $14M 0.01% -21 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 64,609 $12.6M 0.67% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 55,735 $10.9M <0.01% -2,643 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 48,076 $9.37M 0.31% +3,439 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 46,127 $8.99M 0.01% -2,928 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 46,118 $8.99M 0.05% +1,216 13F-HR Timeline Group TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 44,329 $8.64M 4.76% -16,205 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 43,609 $8.5M 0.01% -3,599 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 43,231 $8.41M 4.68% -1,980 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 41,584 $8.1M 1.39% +1,213 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 40,685 $7.93M 0.02% -9 13F-HR/A Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 38,231 $7.45M 0.25% -1,341 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 29,869 $5.82M 0.12% +511 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 28,721 $5.6M 0.01% -4,174 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 28,532 $5.57M 0.01% +1,328 13F-HR/A Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 27,924 $5.44M 0.05% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 26,400 $5.14M <0.01% -2,000 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 25,793 $5.03M <0.01% -536 13F-HR Timeline Group Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 25,045 $4.88M 0.73% -102 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 24,871 $4.84M <0.01% +5,298 13F-HR/A Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 24,713 $4.82M 0.65% -619 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 23,783 $4.63M 0.39% +1,654 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 23,104 $4.5M 0.97% -1,960 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,965 $4.47M 0.1% +953 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 22,302 $4.35M 0.45% +5,321 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 20,176 $3.93M 0.12% +1,344 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 19,871 $3.87M 1.06% -7,269 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,726 $3.84M 0.01% -1,450 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,484 $3.8M 0.01% +508 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 19,444 $3.79M 0.22% +654 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 17,886 $3.48M 2.28% -1,836 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 17,557 $3.42M 0.01% +691 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,492 $3.41M <0.01% +117 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 17,482 $3.41M 0.05% +921 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 17,025 $3.38M 0.08% -7,703 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,054 $3.32M 0.01% new 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,467 $3.21M 1.17% +334 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,642 $3.05M 0.6% +155 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 15,317 $2.98M <0.01% +500 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,309 $2.79M <0.01% -1,643 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,268 $2.78M 0.17% -22 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,920 $2.62M <0.01% +246 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,008 $2.53M 0.24% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 12,888 $2.52M 0.05% +8,111 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 12,004 $2.34M 0.03% -375 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 11,580 $2.26M 0.24% -85 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 10,835 $2.11M 0.01% +4,681 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 10,708 $2.09M 0.01% +1,467 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,707 $2.09M 0.02% -1,091 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,635 $2.07M <0.01% +585 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 10,398 $2.03M 0.23% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,336 $2.01M 0.43% -1,584 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,267 $2M 0.05% +246 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 10,250 $2M 1.49% -12,083 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,131 $1.97M 0.1% new 13F-HR/A Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 10,101 $1.97M <0.01% -477 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 9,793 $1.91M 0.71% +878 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,535 $1.86M 0.02% -386 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 9,448 $1.84M 0.13% -135 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 9,278 $1.81M 1.01% -92 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,633 $1.68M <0.01% +109 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,291 $1.62M 0.01% +188 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,267 $1.61M 0.11% +6,233 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,025 $1.56M <0.01% 0 13F-HR/A Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,958 $1.55M 0.61% -803 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 7,944 $1.55M 0.96% -4,468 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,534 $1.47M <0.01% -59 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,388 $1.44M 0.53% -279 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 6,985 $1.41M 0.54% +1,465 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,240 $1.41M 0.21% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,903 $1.34M 0.08% -29 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,708 $1.31M 0.01% -457 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,669 $1.3M 0.87% -12 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 6,652 $1.3M <0.01% new 13F-HR/A Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,579 $1.28M 0.01% -628 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,506 $1.27M 0.32% +85 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,435 $1.25M 0.01% -122 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,313 $1.23M 0.21% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,137 $1.2M 0.03% +249 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 6,079 $1.18M 1.06% 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 6,050 $1.18M 0.01% -190 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,800 $1.13M 0.01% -47 13F-HR/A Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,782 $1.13M 0.04% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,906 $1.11M 0.52% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,673 $1.11M 0.06% -531 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 5,633 $1.1M 0.09% -7,170 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,555 $1.08M 0.01% +4 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,400 $1.05M 0.03% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,339 $1.04M <0.01% +767 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,300 $1.03M 0.01% -542 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,297 $1.03M 0.02% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 5,227 $1.02M 0.84% +243 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,122 $998K 0.76% -190 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,110 $996K 0.01% -35 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,013 $977K 0.07% 0 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,853 $946K 0.23% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,744 $924K <0.01% +338 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,729 $921K 0.02% +66 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,681 $912K <0.01% -261 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,677 $911K <0.01% -217 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,609 $898K 0.2% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,600 $896K 0.02% -47 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,430 $863K 0.11% -1,874 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,342 $846K 0.07% -99 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 4,310 $840K <0.01% +1,858 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,308 $839K 0.13% -786 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,267 $831K 0.01% +155 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,232 $825K <0.01% 0 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,179 $814K 0.01% -2,095 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,170 $813K 0.21% +2 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,979 $806K 0.02% -162 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,045 $788K 0.01% -6 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,044 $788K 0.03% +2,204 13F-HR/A Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 4,038 $787K +396 Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,010 $781K 0.38% +16 13F-HR Timeline City State Bank More: the full row for City State Bank 3,869 $754K 0.24% -30 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,865 $753K 0.11% +12 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 3,858 $752K 0.05% +149 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,857 $751K 0.24% +119 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,658 $729K 0.01% +495 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,734 $728K 0.05% -43 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,498 $682K 0.02% +548 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,437 $670K 0.01% +534 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,430 $668K 0.01% +600 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,398 $662K 0.01% -345 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,364 $655K <0.01% +1,140 13F-HR Timeline Group STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 3,345 $652K 0.56% -478 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,272 $638K 0.01% +2 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,182 $620K 0.06% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,171 $618K 0.01% -89 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,162 $616K 0.01% -213 13F-HR Timeline Group Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 3,160 $616K 0.34% -713 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,125 $609K <0.01% +117 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,104 $605K 0.42% +11 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 3,081 $600K 0.42% -4 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,063 $597K 0.27% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,998 $584K 0.01% -739 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,945 $574K 0.03% +112 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,910 $567K <0.01% 0 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,828 $560K 0.14% -16 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,852 $556K <0.01% +1,553 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 2,761 $538K 0.29% -1,414 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,740 $534K 0.01% +2 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,737 $533K <0.01% -300 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,727 $531K 0.02% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,727 $531K <0.01% -37 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,691 $524K <0.01% -154 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,637 $514K 0.02% +2,500 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,563 $499K 0.05% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,537 $494K <0.01% +277 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,533 $494K 0.27% -62 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,500 $487K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,488 $485K 0.01% -180 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,475 $482K 0.51% +25 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,450 $477K 0.04% -477 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,401 $468K <0.01% -5,801 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,346 $457K 0.13% +350 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,324 $453K 0.01% -566 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,306 $449K 0.24% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,301 $448K 0.01% -147 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,281 $444K <0.01% -42 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,276 $443K 0.02% -872 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,164 $422K <0.01% -50 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,128 $415K 0.22% +15 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,006 $411K 0.01% +851 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. 2,085 $406K 0.01% +119 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,081 $406K 0.02% +10 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 2,075 $404K <0.01% -170 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,046 $399K 0.09% +2 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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