BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,404,868 $292M 0.02% -12,308 13F-HR Timeline Group Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 493,540 $102M 5.48% -55,221 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 387,117 $80.3M 0.22% +39,080 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 295,587 $61.3M 0.02% +7,149 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 248,622 $51.6M 0.04% -13,593 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 244,032 $50.6M -28,633 Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 240,575 $49.9M <0.01% -55,000 13F-HR/A Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 239,852 $49.8M 0.01% -7,745 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 167,304 $34.7M 0.01% +5,083 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 162,844 $33.8M 0.5% +16,165 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 121,618 $25.2M 0.03% +5,876 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 109,588 $22.7M -2,435 Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 106,700 $22.1M 0.83% +105,367 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 97,537 $20.2M <0.01% +13,627 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 69,246 $14.4M 0.02% +58,853 13F-HR/A Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 69,327 $14.3M 0.06% -1,433 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 69,016 $14.3M 0.01% -1,779 13F-HR Timeline Group GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 63,368 $13.2M 0.63% -834 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 56,252 $11.7M <0.01% -1,213 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. 45,804 $9.51M 0.01% -653 13F-HR Timeline Group Polianta Ltd More: the full row for Polianta Ltd 44,400 $9.21M 1.21% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 43,884 $9.11M 3.25% +1,265 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 39,978 $8.3M 0.01% +104 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 39,441 $8.2M 0.01% -3,865 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 37,207 $7.72M <0.01% -1,674 13F-HR/A Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 36,913 $7.66M 0.25% -330 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 32,424 $6.73M 4.28% -2,511 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 30,675 $6.37M 0.05% +5,440 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 29,193 $6.06M 0.49% +6,203 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28,431 $5.9M 0.48% +2,931 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 27,924 $5.8M 0.04% 0 13F-HR Timeline Group Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 26,047 $5.41M 1.71% 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 25,838 $5.36M 0.38% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 25,702 $5.33M 0.01% +22,083 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 25,616 $5.32M <0.01% -411 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 25,498 $5.29M 0.17% -11,081 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 24,667 $5.12M 0.01% -1,511 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 24,437 $5.07M <0.01% +9,087 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 24,015 $4.96M 0.12% -3,712 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 23,534 $4.88M 0.63% -815 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 23,378 $4.85M 1.12% 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 23,316 $4.84M 0.97% +366 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 22,954 $4.76M 0.09% +50 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 22,404 $4.65M 0.13% +724 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 20,060 $4.16M 0.38% -737 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 19,614 $4.07M 0.01% -1,908 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 19,481 $4.04M 0.01% -4,765 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 19,300 $4.01M 0.05% +1,025 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 18,302 $3.8M 0.01% -319 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,364 $3.6M <0.01% -239 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 16,708 $3.47M 2.01% -521 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,557 $3.44M 1.18% +120 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 16,217 $3.37M 0.57% +575 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 15,718 $3.26M 0.04% -918 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,302 $3.14M <0.01% +170 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 14,987 $3.11M 0.01% -1,143 13F-HR/A Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 14,860 $3.08M <0.01% +74 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 14,775 $3.07M 0.01% +4,977 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,452 $3M 0.02% +379 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 14,190 $2.95M 0.16% -18 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,660 $2.84M 0.05% +597 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 12,900 $2.68M <0.01% +225 13F-HR/A Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 12,793 $2.66M 0.01% +73 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 12,673 $2.63M 0.01% +562 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 12,502 $2.59M 0.96% -3,874 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 11,695 $2.43M 2.37% 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 10,808 $2.24M 0.22% -784 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 10,659 $2.21M <0.01% +538 13F-HR Timeline Group Sierra Capital LLC More: the full row for Sierra Capital LLC 10,398 $2.16M 0.23% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 10,350 $2.15M 0.09% -3 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,282 $2.13M 0.75% +464 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,225 $2.12M 0.4% -22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 10,091 $2.09M 0.05% -259 13F-HR Timeline Sagace Wealth Management LLC More: the full row for Sagace Wealth Management LLC 9,918 $2.06M 1.4% +23 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 9,547 $1.98M 0.62% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,524 $1.98M 0.02% +37 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 8,843 $1.83M <0.01% +168 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,720 $1.81M 0.14% -142 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 8,631 $1.79M +306 Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 8,292 $1.72M 1.45% -298 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,275 $1.72M 0.62% +291 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 8,019 $1.66M <0.01% +995 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,874 $1.63M 0.09% +24 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 7,240 $1.58M 0.2% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 7,586 $1.57M 0.19% -4,884 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,396 $1.54M <0.01% -38 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,299 $1.51M 0.05% new 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 7,282 $1.51M 0.89% +571 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,177 $1.49M 0.07% +16 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 6,889 $1.43M 0.47% -250 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 6,685 $1.39M <0.01% +1,251 13F-HR Timeline Group FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 6,477 $1.34M 0.3% +37 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 6,474 $1.34M 0.01% +57 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,292 $1.31M 0.01% +20 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 6,202 $1.29M 0.2% -40 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,045 $1.25M 0.03% -46 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 5,997 $1.24M 0.01% -197 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 5,848 $1.21M 0.51% -70 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,614 $1.17M <0.01% +314 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 5,494 $1.14M <0.01% +247 13F-HR Timeline Group Bonfire Financial More: the full row for Bonfire Financial 5,415 $1.12M 0.84% +141 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,174 $1.12M 0.03% +21 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 5,360 $1.11M <0.01% +1,074 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 5,297 $1.1M 0.02% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,233 $1.09M 0.01% -259 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 5,218 $1.08M 0.75% +1 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,163 $1.07M 0.49% +60 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,088 $1.06M <0.01% +466 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,001 $1.04M <0.01% +131 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,985 $1.03M 0.01% -55 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,968 $1.03M 0.07% -20 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,945 $1.03M 0.01% +678 13F-HR Timeline Group BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,853 $1.01M 0.22% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 4,842 $1M 0.02% -31 13F-HR Timeline Altura Wealth Advisors Inc. More: the full row for Altura Wealth Advisors Inc. 4,830 $1M 0.43% +745 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,243 $953K 0.72% 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,537 $942K <0.01% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 4,492 $932K 0.01% -120 13F-HR Timeline Group Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 4,317 $896K 0.17% -116 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,308 $894K 0.11% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,302 $893K 0.1% 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 4,258 $884K <0.01% new 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,244 $881K 0.02% +40 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,151 $862K 0.19% +2 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 4,128 $857K 0.06% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 3,971 $850K 0.02% -4 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,063 $843K <0.01% +488 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,028 $836K <0.01% -1,091 13F-HR Timeline Group John A. Wolfe & Associates, Inc. More: the full row for John A. Wolfe & Associates, Inc. 4,014 $833K 0.45% 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,997 $830K 0.01% +1 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,930 $816K 0.01% -60 13F-HR Timeline City State Bank More: the full row for City State Bank 3,904 $810K 0.22% +10 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,846 $798K 0.09% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 3,831 $795K <0.01% -850 13F-HR Timeline Group Joule Financial, LLC More: the full row for Joule Financial, LLC 3,804 $790K 0.24% -148 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 3,767 $783K 0.36% -256 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 3,711 $770K 0.02% +687 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,711 $770K 0.06% -219 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,688 $766K 0.04% -14 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,669 $761K 0.01% +176 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,620 $751K 0.08% +370 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,494 $725K 0.01% -184 13F-HR/A Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 3,459 $718K <0.01% new 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,372 $700K 0.01% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 3,336 $692K <0.01% +212 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,334 $692K 0.01% +100 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 3,300 $685K 0.26% +282 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 3,259 $676K 0.05% +194 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,214 $667K 0.01% +200 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,211 $666K 0.01% +7 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,210 $666K <0.01% +376 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,165 $657K 0.01% new 13F-HR Timeline Dentgroup LLC More: the full row for Dentgroup LLC 2,993 $621K 0.43% -4 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,989 $620K 0.01% 0 13F-HR Timeline Group Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 2,977 $618K 0.32% +13 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,968 $616K <0.01% -168 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,895 $601K <0.01% +727 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,744 $599K 0.01% +2 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 2,849 $591K 0.14% +34 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,821 $585K 0.03% +734 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 2,806 $582K 0.03% +6 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,802 $582K <0.01% +116 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,779 $577K <0.01% -73 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,738 $568K 0.02% new 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,686 $558K 0.44% -30 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,614 $543K 0.01% -42 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,606 $541K 0.04% +114 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 2,563 $532K 0.05% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,557 $531K <0.01% -142 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,536 $526K 0.01% +26 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,533 $526K 0.25% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,520 $523K 0.02% +196 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,400 $498K 0.47% -150 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,377 $493K 0.06% -49 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,344 $486K 0.01% +68 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,338 $485K <0.01% -50 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 2,338 $485K 0.1% -1 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 2,324 $482K 0.12% -5 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,319 $481K <0.01% -3 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,286 $475K 0.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,251 $467K 0.01% +80 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,206 $458K <0.01% +237 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,193 $455K 0.03% -120 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,176 $452K <0.01% -82 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,164 $449K <0.01% -11 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,158 $448K 0.03% -76 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,146 $445K 0.22% -160 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,133 $443K <0.01% new 13F-HR Timeline Group CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 2,103 $437K 0.28% 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. 2,079 $432K 0.01% -23 13F-HR Timeline Group TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 2,033 $422K <0.01% -18 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,010 $417K 0.01% +437 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,991 $413K 0.02% +10 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,967 $408K 0.01% -91 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,961 $407K 0.02% -40 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,960 $407K 0.01% +2 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,935 $402K 0.18% -193 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,905 $395K 0.04% +17 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,874 $389K 0.08% -173 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,864 $387K 0.02% +5 13F-HR Timeline