BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,417,176 $290M 0.02% +16,394 13F-HR/A Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 548,761 $112M 5.37% +87,712 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 348,037 $71.3M 0.2% -678 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 295,575 $60.6M <0.01% +6,894 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 288,438 $59.1M 0.02% +65,311 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 272,665 $55.9M +42,176 Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 262,215 $53.7M 0.04% -22,790 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 247,597 $50.7M 0.01% -8,578 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 162,221 $33.2M 0.01% +43,024 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 146,679 $30M 0.45% +5,773 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 115,742 $23.7M 0.03% +26,184 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 112,023 $22.9M <0.01% -873 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 83,910 $17.2M <0.01% +607 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 70,795 $14.5M 0.01% -942 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 70,760 $14.5M 0.06% +24,642 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 64,202 $13.2M 0.66% -407 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 57,465 $11.8M <0.01% +1,730 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 46,457 $9.52M 0.01% +330 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 43,306 $8.94M 0.01% +14,774 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 42,619 $8.74M 1.94% -612 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,874 $8.17M 0.02% -811 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 38,881 $7.97M 0.01% -4,728 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 37,243 $7.63M 0.25% -988 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 36,579 $7.49M 0.23% -11,497 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 34,935 $7.16M 4.52% +17,049 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 27,924 $5.72M 0.05% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,727 $5.68M 0.11% -2,142 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 26,178 $5.36M 0.01% -2,543 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 26,027 $5.33M <0.01% +234 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 25,500 $5.22M 0.43% +1,717 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 25,235 $5.17M 0.05% +13,231 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 24,349 $4.99M 0.64% -364 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 24,246 $4.97M 0.01% +22,330 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 22,990 $4.71M 0.41% +9,982 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 22,950 $4.7M 0.95% -154 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,904 $4.69M 0.1% -61 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 21,680 $4.44M 0.13% +1,504 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 21,522 $4.41M 0.01% +2,038 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 20,797 $4.26M 0.4% -1,505 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 19,658 $4.03M <0.01% -6,742 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,621 $3.81M 0.01% +1,064 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 18,275 $3.74M 0.05% +793 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,603 $3.61M <0.01% +111 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 17,229 $3.53M 2.09% +9,285 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 17,107 $3.5M 0.19% -2,337 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 16,636 $3.41M 0.04% +5,929 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,437 $3.37M 1.16% -30 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 16,376 $3.35M 1.01% -3,495 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 16,130 $3.3M 0.01% -3,596 13F-HR Timeline Group Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 15,642 $3.2M 0.58% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 15,350 $3.15M <0.01% -9,521 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,786 $3.03M <0.01% +477 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,208 $2.91M 0.17% -60 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 14,124 $2.89M 1.48% -30,205 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,132 $2.89M <0.01% +1,212 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,073 $2.88M 0.02% +7,638 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,063 $2.68M 0.05% +175 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,720 $2.61M 0.01% +2,012 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,675 $2.6M <0.01% -2,642 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 12,470 $2.55M 0.22% +12,050 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,111 $2.48M 0.01% +1,276 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 11,592 $2.37M 0.24% +12 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 10,398 $2.13M 0.23% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,393 $2.13M <0.01% -63,120 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,353 $2.12M 0.1% +222 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,350 $2.12M 0.05% +83 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,247 $2.1M 0.41% -89 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,121 $2.07M <0.01% -514 13F-HR Timeline Group Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 9,895 $2.03M 1.38% -355 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 9,818 $2.01M 0.72% +2,833 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 9,798 $2.01M <0.01% -303 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 9,547 $1.96M 0.65% -246 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,487 $1.94M 0.02% -48 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,862 $1.82M 0.12% -586 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,675 $1.78M <0.01% +42 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 8,590 $1.76M 1.51% +2,511 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 8,325 $1.71M +4,287 Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 8,020 $1.64M <0.01% -5 13F-HR Timeline Group Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 7,984 $1.64M 0.62% +26 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,850 $1.61M 0.1% -417 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,434 $1.52M <0.01% -100 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,240 $1.48M 0.2% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,161 $1.47M 0.07% +258 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 7,139 $1.46M 0.51% -249 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 7,024 $1.44M <0.01% +2,714 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 6,711 $1.37M 0.86% +42 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,440 $1.32M 0.31% -66 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,417 $1.31M <0.01% -291 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,272 $1.29M 0.01% -307 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,242 $1.28M 0.2% -71 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,194 $1.27M 0.01% +394 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,135 $1.26M 0.03% -2 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,091 $1.25M 0.04% +309 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 5,918 $1.21M 0.52% -3,360 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,492 $1.13M 0.01% -63 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 5,434 $1.11M <0.01% +95 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,300 $1.09M <0.01% 0 13F-HR/A Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,297 $1.09M 0.02% 0 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 5,274 $1.08M 0.83% +47 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,247 $1.07M <0.01% +3,172 13F-HR Timeline Group Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,217 $1.07M 0.76% +95 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,119 $1.05M <0.01% -11,935 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,303 $1.05M 0.46% -603 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,103 $1.05M 0.49% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,153 $1.04M 0.03% -247 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,040 $1.03M 0.01% -70 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,988 $1.02M 0.07% -25 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,873 $998K 0.02% +273 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,853 $994K 0.22% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,870 $987K <0.01% +126 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 4,681 $959K <0.01% 0 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,622 $947K <0.01% -55 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,612 $945K 0.02% -117 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 4,457 $913K <0.01% +2,954 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,433 $908K 0.18% -176 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,308 $883K 0.12% 0 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 4,286 $878K <0.01% +54 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,267 $874K 0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,204 $861K 0.02% new 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,149 $850K 0.2% -21 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,128 $846K 0.06% +270 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 4,085 $837K 0.4% +925 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 4,023 $824K 0.37% +13 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,996 $819K 0.01% -183 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,990 $817K 0.01% -55 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,975 $812K 0.02% -4 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,952 $810K 0.24% +95 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,930 $805K 0.06% -412 13F-HR Timeline City State Bank More: the full row for City State Bank 3,894 $798K 0.23% +25 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,846 $788K 0.1% -19 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,748 $766K 0.04% new 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,702 $758K 0.05% -32 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,678 $754K 0.02% +1,377 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,619 $741K <0.01% +255 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,575 $732K <0.01% +450 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,493 $715K 0.01% +56 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,372 $691K 0.01% -26 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,250 $666K 0.07% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,234 $663K 0.01% -38 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,204 $656K 0.01% +33 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,136 $643K <0.01% +284 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,124 $640K <0.01% +387 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,065 $628K 0.05% -117 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,024 $619K 0.01% -474 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,018 $618K 0.24% -45 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,014 $617K 0.01% -416 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 2,997 $614K 0.4% -84 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,989 $612K 0.01% -173 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,964 $607K 0.32% -140 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,852 $584K <0.01% +125 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,834 $581K <0.01% -76 13F-HR Timeline Group Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,800 $574K 0.03% -145 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,742 $564K 0.01% +2 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,716 $556K 0.44% -629 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,699 $553K <0.01% +162 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,686 $550K <0.01% -5 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,815 $549K 0.13% -13 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,656 $544K 0.01% -342 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,563 $525K 0.05% 0 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,550 $522K 0.51% +75 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,533 $519K 0.26% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,510 $514K 0.01% +22 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,492 $511K 0.04% +42 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,426 $497K 0.06% +1,039 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,388 $489K <0.01% -112 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 2,364 $484K <0.01% +897 13F-HR Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,339 $479K 0.1% new 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,329 $477K 0.13% -17 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,324 $476K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,322 $476K <0.01% -79 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,313 $474K 0.03% +907 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,306 $472K 0.24% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,286 $468K 0.01% +415 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,276 $466K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,258 $463K <0.01% -23 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,234 $458K 0.03% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,175 $446K <0.01% +11 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,171 $445K <0.01% +1,091 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 2,168 $442K +1,051 Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 2,128 $436K 0.21% 0 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. 2,102 $431K 0.01% +17 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,087 $428K 0.02% +110 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,058 $422K 0.01% +292 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,051 $420K <0.01% +512 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 2,047 $419K 0.08% +1 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,001 $410K 0.02% -16 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,981 $406K 0.02% -100 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,969 $403K <0.01% +36 13F-HR/A Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,958 $398K 0.01% -48 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,899 $389K 0.04% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,888 $387K 0.04% -5 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,859 $381K 0.02% +5 13F-HR/A Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,828 $374K 0.19% +312 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,825 $374K <0.01% -218 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,802 $369K 0.08% +7 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,780 $365K <0.01% +121 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,732 $355K 0.01% -2,312 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,729 $354K 0.05% 0 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,727 $354K <0.01% -130 13F-HR Timeline Group Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,725 $353K 0.04% 0 13F-HR Timeline